Contents
What must be done before adding a new Autocreated relationship in Npsp?
Add a New Auto-Created Relationship Navigate back to the NPSP Settings tab, select Relationships | Relationships Autocreation, and click New Automatic Relationship. Then: Select the Object with which you want to make the association.
How do I import Npsp data into Salesforce?
To get donor data into Salesforce, follow these steps. Prepare Salesforce for Import: Get your Salesforce org set up and ready to receive your data set. Prepare Your Data for Import: Clean your data and put it in the NPSP Data Importer Templates, which mirrors the fields in the NPSP Data Import custom object.
What does it mean for a relationship to be reciprocal in nonprofit success pack?
Overview. Relationships in the Nonprofit Success Pack connect one Contact to another. When you create a Relationship in the Nonprofit Success Pack, it automatically creates a “reciprocal relationship,” which reflects this same relationship in the other direction.
How many accounts can I import in NPSP?
An NPSP Data Import object can contain up to two Contacts and two Accounts for each record. For data import, the majority of the fields are optional, and the NPSP Data Importer will use smart default values for fields that contain no data.
How to import data from NPSP to Salesforce?
Use this template to import your data into Salesforce using the NPSP Data Import object. Pricing: First 10 subscriptions free as part of the Power of Us Program. The Data Import Templates file is in an Excel spreadsheet format, but it can be used with any preferred spreadsheet application.
How does the household field work in NPSP?
The Household fields define information about Contact1 and Contact2’s Account record, which is their Household. These are the fields in the NPSP Data Import object that map to a Household Account record. We provided the Household Phone field as an example to follow if you want to set up additional custom fields for the Household.
How to import date fields in NPSP template?
This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates , especially requirements for date fields.