Import your contacts, accounts, and donations into Salesforce with the Salesforce Data Import Wizard or another import tool of your choice. For more information about importing your data, see How the Import Process Works. Credit Where Credit is Due Soft credits let you track people who contributed to getting a donation in the door.
What are the different types of donations in Salesforce?
For help with Salesforce terms you aren't familiar with, check out the Donations Glossary. NPSP is designed to handle all the different kinds of donations you receive, such as single donations, matching gifts, recurring donations, tributes, and more.
How to import data into Salesforce objects?
Apex Data Loader: Another free and easy-to-use tool that helps you to import your data into the Salesforce objects is the Apex Data Loader. Salesforce.com also developed this,, and it is indeed a simple application. With this, you can import, export, and delete an unlimited amount of data and information in Salesforce.
What is the Salesforce import wizard?
The Salesforce Import Wizard was created by Salesforce.com and is touted as a basic instrument for records, contacts, leads, arrangements, and custom items. This is accessible free of expense and keeps copy information from being stacked.
Who can use the Salesforce fundraising guide?
This article will act as your comprehensive guide to fundraising – it can be used by the entire team, from the Executive Director to those working in Development. I will show you how to optimize the utilization of Salesforce to achieve your fundraising goals.
Can you import data into Salesforce?
Salesforce offers several ways to import your data. You can import up to 50,000 records into Salesforce.
How do I import revenue into Salesforce?
Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.
How do I import data into Npsp in Salesforce?
A Step-by-Step Look at the Import ProcessPrepare 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.More items...•
How do I import a CSV file into Salesforce?
To upload a CSV file, click on the Upload CSV button to select the file from your computer or drag and drop your file inside the import wizard. You can import files from your PC, Dropbox account, FTP, or SFTP connection.
How do I import mass leads into Salesforce?
How to Import Leads in SalesforceClick the Leads tab.Scroll down the page to the Tools panel.Click the Import Leads link.Click the Launch Wizard! ... Click Leads.Click Add new records.Specify any additional information, such as a lead source or assignment rule.More items...
How do I load data into Salesforce using data loader?
Open the Data Loader.Click Insert, Update, Upsert, Delete, or Hard Delete. ... Enter your Salesforce username and password. ... Choose an object. ... To select your CSV file, click Browse. ... Click Next. ... If you are performing an upsert, your CSV file must contain a column of ID values for matching against existing records.More items...
What is Npsp in Salesforce?
The Nonprofit Success Pack NPSP (formerly known as "Nonprofit Starter Pack) is a set of managed packages developed and maintained by Salesforce.org and made available for free via the Salesforce AppExchange. It allows nonprofits to better manage some common nonprofit business processes.
What is data import wizard in Salesforce?
The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.
Who can use data Loader Salesforce?
Admins, developers, and consultants can use a data loader to insert and mass delete for 50,000+ files in minutes. There are many third-party data loading apps on Salesforce AppExchange, in addition to the de facto Salesforce Data Loader.
How do I upload a spreadsheet to Salesforce?
Go over your object tab in your Salesforce instance and click on 'Import' for starting the import. Choose which object type you wish to import or update. Choose whether you want to import new records, update existing records, or do both at the same time. Choose the CSV file you wish to use for the import or update.
Your Salesforce Org: A Gift Processing Machine
Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records.
Process Single Payments
If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP.
Batch One-Time Transactions
If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry.
Manage Recurring Donations
Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce.
Quiz
1 Which Nonprofit Success Pack tool can you use to enter one-time credit card and Automated Clearing House (ACH) gifts directly into Salesforce and process payments with Elevate?
How many steps are required to implement Salesforce?
A typical Salesforce implementation consists of 10 steps, 3 of which require data loading and can account for up to 25% of the time of the total implementation process and additional expenses.
What is Salesforce migration tool?
A free data migration tool that enables Salesforce administrators to quickly and easily automate the import and export of data between flat files, databases, and Salesforce.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Use Nonprofit Success Pack (NPSP) Gift Entry to enter a single gift. 2. Batch one-time transactions in Gift Entry. 3. Manage recurring donations using Salesforce and Elevate.
Your Salesforce Org: A Gift Processing Machine
- Once you get rolling with Elevate, most of your gifts might come from a Giving Page. The data is then imported to Salesforce and Nonprofit Success Pack (NPSP) to automatically create new opportunities, payments, and recurring donation records. But when your donor calls, sends a check through the mail, or provides their credit card number, you can enter and process their gif…
Process Single Payments
- If you need to enter a single, one-time donation by credit card or Automated Clearing House (ACH) bank transfer you can use Gift Entry in NPSP. Here’s how. 1. In Salesforce, click the App Launcher () and find and select Gift Entry. 2. Click New Single Gift. 3. Enter your donation details. 4. Select the appropriate Payment Method, either ACH or Cred...
Batch One-Time Transactions
- If you have a bunch of gifts to process all at once — like when you process direct mail responses — you can process credit card transactions in batches using Gift Entry. Here’s how: 1. Click the App Launcher () then find and select Gift Entry. 2. Click New Batch. 3. Select a template, and click Next. 4. Enter a Batch Name along with any other batch details, and click Next. 5. Set any field d…
Manage Recurring Donations
- Donors can create recurring donations by selecting the weekly, monthly, quarterly, or yearly donation options on a Giving Page. When they complete the transaction, your payment processor authorizes the payment and Elevate creates the associated recurring donation, opportunity, and payment records in Salesforce. You can also create a recurring credit card or ACH donation dire…
Resources
- Documentation: Manage One-Time Donations in NPSP
- Documentation:Manage Recurring Donations in NPSP
- Documentation:Manage Payments
- Documentation:Configure Receipt and Alert Settings