How to Create Wealth Data Batch?

You can create a wealth data batch to manage and track multiple recurring payments in bulk, follow the below steps.

1. Navigate to Fundraising > Contributions > Bulk Update Wealth Data from DonarSearach.

The Wealth Data Batch List page is displayed.

2. Click New M360 - Wealth Data Batch.

The M360 - Wealth Data Batch form is displayed.

3. Enter or select the values of the fields as required.

Please refer to the following table for field names and their descriptions.

Field	Description
CUSTOM FORM	Preferred options available to customize the Recurring Payment form By default, the M360 - Wealth Data Batch Form Form is selected.
ID	Unique identifier for the wealth data batch Note: This field is auto-generated after saving the form.
NAME	Name of the wealth data batch
INACTIVE	Whether to deactivate this wealth data batch
SAVED SEARCH	Data resulting from search query predefined by the logged-in user to access relevant data without requiring to search for it each time
DATA TYPE	Type of data in this wealth data batch
STATUS	Current status of the wealth data batch
ERROR MESSAGE	Message displayed if an error is encountered

4. Click Save.

The wealth data batch is added to the list.

Note: You can update or view the wealth data batch details by clicking Edit/ View in the desired row.