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Batch Upload Solution for Non-Profits

CategoriesCase Study / General / Nonprofit

Admin

November 29, 2017

Extending the functionality of NPSP to proactively allow creation of donor records on the fly or apply payments to an existing opportunity record.

Client Information

The client is a US-based Service Provider focused on products and solutions for Non-Profit organizations, helping them with relationship management, fundraising and research.

Business Requirement

  • The client had an existing Batch Upload Solution which was used to process Accounts, Contacts, Givings, Payments etc. in bulk.
  • However, due to complexity of logic and sequencing of data the Batch Upload Solution was able to process only a single record at one time
  • The requirement was to optimize the Batch Upload process and improve performance so that records can be processed in bulk.

Solution

  • As part of the Solution, a Batch Upload Framework was designed using Publisher Subscriber and Event Notification pattern which would help separate processes and run operations in parallel.
  • The framework supported sequencing as well as parallel processing which had drastically improved the performance of the Upload process.
  • Framework also supported reuse of Mapping and Commit Services for the Batch purposes which reduced the development efforts for each Batch process that was to be executed. For e.g. – Account, Contact, Address, Payment, Opportunities, Opportunity Line Items etc.

Key Highlights

  • Reusable Framework to run processes in parallel
  • Increased performance by 40%
  • Bulkified operations
  • Code Re-usability

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