Processing Bulk Transactions

Owned by Trisha Companero (Unlicensed)
Jun 12, 2014

 

How do I process transactions in bulk (e.g. Bulk Donation Entry)?

For example, you run an event and you know have a hand written sign up sheet and a stack of checks.

NetSuite provides a few tools to help you with this:

  • Quick Add (Customers (donors) only, not transactions (donations, pledges)
  • CSV import. Create an excel file to upload your mass transactions
  • Memorized transactions. Create a memorized transaction & then just change the customer name.
  • Mass update. If transactions already exist in NetSuite, they can be updated en-mass.

**In general, the CSV upload is the best way to bulk upload transactions for most nonprofit use cases. Donation and pledge templates are included in the SuiteDonor bundle.

Third party tools can also ease this process greatly.