Product: Omatic Cloud
Description: This solution covers how to map GAUs and Allocations to Salesforce NPSP
Environment: All
Versions: All
Video instructions:
Answer:
In the field mapping, scroll or jump down to the General Accounting Unit section. Here you will see two sections: one to define the General Accounting Unit, and one for the Allocation. In the General Accounting Unit section, start by selecting your matching preferences. It is recommended that you match GAUs on the General Accounting Unit Name.
Next, define your first General Accounting Unit Name. To do this, locate the General Accounting Unit Name in the destination field column. Then, select Define from the drop down, and enter your GAU name. In this example, I am defining my GAU name as 'General Operating Fund.'
If the General Accounting Unit does not exist in Salesforce, Omatic Cloud will create it.
Now, you will instruct Omatic Cloud on how much of the donation should be allocated towards the GAU. You can use either dollar amount or percentage. If you have both mapped, Omatic Cloud will use percentage.
If your data is coming through with one row of data and two fields or columns defining the allocation, you'd create two or more sets of allocation mappings. So, when transactions are coming through on a single line, Omatic Cloud will add the gift and all allocations in one pass.
If your data is coming through with multiple rows of data and a single field or column defining the allocation, you will just map one set of allocation fields. If a single transaction comes through on multiple lines, Omatic Cloud will run through each row separately. It will first add the gift with the first allocation. If the data is going to "New Records," you will need to reprocess after sending the first row. The record should then go to 1:1, and you can select Match to update the recently created opportunity. If both the Percentage and Amount values are 0 or blank, Omatic Cloud will not attempt to create a new allocation. This prevents "empty" Allocations from being created on gifts where the donor split their gift among some, but not all, of the possible GAUs.
Omatic Cloud will automatically search for existing GAU Allocations to update before adding a new one to the Opportunity, to prevent duplication errors. Currently, the matching process looks for Opportunity and General Accounting Unit.
*We're currently seeking feedback on how you may need to match and update Allocations. If you're interested in providing input, contact support and reference this solution to be connected with our Products team.
To add additional GAUs and allocations, you will select Options then click Add another GAU. This will automatically add a section for the allocation as well.
