The iATS Button or the iATS Batch Entry Update process can be used to update most fields on the iATS Customer Code, and most importantly ensure those changes are saved within iATS Payments systems. When using one of the methods below any NPSP records will also be updated to reflect the changes.
Using one of these options you can amend the schedule details, payment details, and perform actions such as cancel a recurring donation schedule.
Step 1: Choose your update method: manual or batch entry?
Are you planning on updating the details for one or two recurring donors, or do you have many edits to perform at one time? As of version 5 you now have two options to for updating recurring details! You can use the iATS Button directly on the Recurring Donation or Donation/Opportunity page, or you can update many at a time using our iATS Batch Update process. Both sets of instructions can be found below.
Step 2: Understanding key objects and concepts:
Using the iATS Button
|1.||From the Recurring Donation or Donation/Opportunity (whichever is related to the iATS Customer Code record) click the iATS Button.|
|2.||Click the “Recurring Payments” button if not already defaulted.|
|3.||Make any necessary changes to the details:
|4.||Once all amendments have been made, click “Update Recurring Payments” in order to save the details to the iATS Customer Code, and save the new information on the iATS servers.|
Using the iATS Batch Update Process
Our Batch Update Process feature allows you to import a file into Salesforce and communicate directly with iATS Payments to make updates to an iATS Customer Code and NPSP records! A history log, excel templates, and email notifications are also included!
It’s as easy as this:
|1.||To create the .csv file, start by exporting the report called iATS Batch Template – Update iATS CCode which you will find in the iATS Brickwork Reports folder. Use this template to create a .csv file to use with the data import tool of your choice. If you export the report (even if there are no results shown) you’ll find all the fields that you’ll need to complete to setup a new recurring schedule.|
|2.||Create a .csv file. Please refer to the Help Text for each field on an iATS Customer Code record to understand the values the record expects. Make any needed changes:
Important fields of note:
|3.||Import the file into Salesforce using the import tool of your choice, such as the Import Wizard or Data Loader. You are updating the iATS Customer Code object. If you like, review the newly created records for accuracy.|
|4.||To finalize the updates and send the changes to iATS Payments, navigate to the iATS Settings tab and scroll down to the “Batch Entry and Update Processing” section. You should see that there are at least as many records waiting to be updated as you updated iATS Customer Code records. Any extra will be records previously updated with the “Include in next batch update batch” by not yet run. Review those if necessary.|
|5.||Click the Process iATS Customer Code Updates button. Depending on how many records there are to updates, this process could take some time. Do not re-click the process button. You will also receive an email confirmation once the batch is finished and providing result details. You can also review the iATS Log that will be generated for further details.|