Will GAU allocations appear in Batch Export where payment is matched to an open opportunity in Salesforce? Our fundraisers are now entering opportunities for their pipeline management. Our donor services team is receiving the payments for those opportunities and entering them through Apsona Batch. We have also recently begun using GAU Allocations. During our testing today, we discovered that if a fundraiser has already put a Campaign with Allocations on their opportunity, those allocations are not showing in our batch export. What is the issue and what is the solution?
Hi Wendy!
GAU Allocations should generally be tied to the Opportunity/Opportunity Contact or payment record, but whether they appear in an Apsona Batch Export depends on the fields and relationships included in the export.
Since the Campaign and GAU Allocations are already on the Opportunity, I’d first check the Batch Export configuration and make sure the GAU Allocation object/related fields are included. If the export is only pulling Opportunity fields, the GAU Allocation records won’t automatically appear.
I’d also verify whether the allocations are created before the Batch Export runs and that the Opportunity is the record actually being matched to the payment.
If you can share the Apsona Batch Export configuration (especially the source object and selected fields/relationships), it would be easier to pinpoint exactly where the allocations are being dropped.
