Over the past few years I’ve come to appreciate the Salesforce Foundation’s Nonprofit Starter Pack (NPSP). But I have to admit, I’m not a fan of the Foundation’s Batch Data Entry tool. The interface is clunky and it doesn’t proactively allow you to create donor records on the fly or apply payments to an existing opportunity record. It was released in 2011 and hasn’t appeared to get a lot of love since. It’s not mentioned on the main Starter Pack page or in the documentation.
While Common Ground’s batch tool was far from perfect, a lot of organizations used it and relied on it. At KELL Partners, we couldn’t migrate them to a NPSP-based solution without a decent batch gift entry solution. It’s not just uploading Opportunity records via the Data Loader or DemandTools. You have to match those gifts to existing donors or create new ones if they don’t exist. You have to make sure those gifts aren’t already attached to pledges. And you have to know enough about your data to map the field name and values correctly.
We thought about developing our own utility that ran in the Salesforce UI (like the NPSP batch tool or Common Ground’s). We considered developing a stand alone tool (like DemandTools). And then the light bulb went off. Apsona!
Apsona already had a UI starting point. It’s all about manipulating data. It runs separately inside of Salesforce but is not a separate download. And there aren’t enough words to say how highly we regard Apsona’s leadership, Sridhar and Sadna. We knew they’d be a pleasure to work with (and they were!). We approached Sridhar and Sadna in late January/early February with the idea of developing a batch gift entry tool together. They agreed without hesitation and here’s the result! We spoke to many of our clients and evaluated how batches are entered in many different applications, in and out of Salesforce. I’m very proud of this collaboration. This initial release came out even better than I imagined it.