Most of our donations are sent through the mail. The are scanned and deposited by the bank, and they send us the scans. We look at the scans and enter each gift (batch item) individually. We have been using Apsona for batch entry. It's a completely manual process and terribly time consuming.
I have been exploring ways to automate the process. BofA first said they could send the data directly into SF, but then backpedaled. Apparently, since it's not an accounting software, they can't connect to it. The bank can send us a spreadsheet with all the data, so we can upload it into a batch. Apsona said that we could upload the batch items and review and commit manually. Then they said we couldn't.
This morning I got a message from Apsona saying that batch items could not be imported in bulk. I am so disappointed.
I am searching for another solution. As our org grows, manual batch entry will become untenable. Do you have a better way to handle mailed donations?
We are currently using NPSP, but are planning to migrate to NPC in FY27, so a future solution is also worth consdiering.... thanks for your help!
I would reccomend an integration with an FTP site using Mulesoft or similar. Your bank can send files directly to this FTP and the integration would then transform, match and load them into Salesforce, with little to no user interaction.
If you are worried about duplicates and matching, Findock Guided matching can be added as an extra layer to the integration load.