Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
Full Answer
What is the donation donor column in Salesforce?
The Donation Donor column tells the system whom to match the donation to. It’s not the name of an account or person. For the other donation columns, it will be the same as the “Organizations with Donations”. As you can see, getting your data organized first will improve your data quality in Salesforce, and save you some headaches.
Is there an easy way to import data from NPSP to Salesforce?
Although there is no “easy button” for data imports, it helps to carve out plenty of time to review and correct the CSV as many times as you need before heading into Salesforce to do the import. For more details on NPSP data imports, check out this “getting started” webinar.
Can I add a currency symbol to the donation amount?
This means: if you add a currency symbol to the “any amount” value in the donation amount column, when you do the import, it will fail for each record that has the currency symbol. Also, one of the most confusing things when importing data comes from the “Preferred” columns.
Where do donations come from?
Donations can come from a variety of constituents, with ties to one or more of a nonprofit organization’s teams and departments, which is why it’s important for all team members across an organization to familiarize themselves with the process of donation acknowledgment.
How do I upload donations to Salesforce?
Navigate to the Donations tab and click Tools - Import/update. Use the CSV file saved in Phase 2 as input, and map the donation-specific columns to fields in the Donation object. You will need to create an Organization Name field, which is likely the first and last name of the contact.
Can Salesforce process donations?
Salesforce.org Elevate is a powerful app that accepts and processes donations online, and automatically sends the donation data to NPSP.
What is Salesforce elevate?
Salesforce Elevate is a platform tailored to the specific needs of organizations in the nonprofit and education industries and is set to be released in summer 2020. Four products make up the Elevate solution: Payment Services, Giving Pages, Engagement Hub, and Philanthropy Cloud for Causes.
How can salesforce help my nonprofit?
By providing robust data-tracking and reporting capabilities, a CRM solution like Salesforce can help nonprofits streamline their internal management, analyze donor engagement and deepen their connections to supporters.
NPSP 3.0: Household Account Model
Phase 1: Import the Household information into Accounts. You do this via the import wizard on the Account tab, which you can access by clicking Tools – Import/update in the Account menu. In this step, provide the input CSV file in Step 1 of the wizard, and select the appropriate deduplication choices.
1-to-1 Account Model
Use the instructions below if you are using the legacy 1-to-1 Account Model.
How to import data into NPSP?
Core steps to import data into Salesforce NPSP are as follows: 1 Export, clean and format your existing data ( view steps involved) 2 Transfer existing data into the NPSP Data Import Template ( view steps involved and download Data Import Template) 3 Upload your NPSP Data Import Template into the NPSP Data Import Object ( view steps involved) 4 Verify the uploaded data in Salesforce using a Dry Run ( view steps involved) 5 Process your import ( view steps involved)
Why break import into smaller files?
Written by Salesforce and based on thousands of technical support cases, it recommends breaking your import into smaller files so the reduced number of columns make your spreadsheet readable and thus it becomes easier to see and fix bad data before it is imported into Salesforce.
Set Up Data Imports One Step at a Time
While some documentation may advise you to import everything all at once, I recommend breaking up your data into 4 smaller imports. To set yourself up for success, organize the data in a way to make it as easy as possible to see (and fix) bad data.
Tips & Tricks: Date Fields, Currency Symbols and Preferred Columns in Data Imports
Are your date fields all set up the same? Watch out for this in your import. Date fields should to be formatted with two digits in each field, or 2/2/2. For example 01/01/19.
Key Information to Put in 4 Files for Data Imports
Ok, we’ve talked about formatting and we’ve talked about matching information and Donation Donor, let’s see what’s in these four files that makes them easy to use.
Creating Four Templates for Better Data Imports
Open up the Master Template. The first template to create is “Organization Accounts Without Donations.”
The Bottom Line: Measure Twice, Import Once
As you can see, getting your data organized first will improve your data quality in Salesforce, and save you some headaches. Although there is no “easy button” for data imports, it helps to carve out plenty of time to review and correct the CSV as many times as you need before heading into Salesforce to do the import.