Connect the NPSP Data Import staging fields and target fields with Advanced Mapping. Add the new fields to your import template and format your data for import. (You can start with the NPSP Data Import template.) Import the data to the NPSP Data Import object (the staging fields) using the Data Import Wizard or another tool.
Full Answer
How do I import NPSP data into Salesforce?
Click Import. On the Custom objects tab, click NPSP Data Imports. Click Add new records under “What do you want to do?” and leave all of the associated settings as their defaults.
What are the fields in the NPSP data import object?
These are the Contact1 fields in the NPSP Data Import object. The salutation for the Contact, such as Mr., Mrs., Dr., and so on. Optional. The Contact's first name. Optional. The Contact's last name. Required, if you are including any other fields from Contact1. The Contact's birthdate. Optional.
What information is automatically populated by NPSP in Salesforce?
Automatically populated by NPSP. The ApexJobID of the Batch Job that processed the record. Automatically populated by NPSP. Indicates if a Contact was created or matched an existing Contact. Automatically populated by NPSP. The text of the Elevate Giving Page consent message. Populated by Salesforce.org Elevate integration.
How do I import data from a Salesforce database?
If you're using the Salesforce Data Import Wizard for your import, use dates in your locale format. In the US, this means MM/DD/YY. For example: 12/31/14. If you're using the external Salesforce (Apex) Data Loader tool for your import, use the YYYY-MM-DD date format.
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 fields in 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 donations into 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.
How do I import and export data from Salesforce?
3 Common ways to export and import Salesforce dataStep 1: Prepare your file for import. ... Step 2: Launch the Salesforce Data Import Wizard. ... Step 3: Map your import file data fields to Salesforce data fields. ... Step 1: Navigate to the Data Export option on Salesforce. ... Step 2: Choose the types of information to export.More items...
How do you import data?
You can import data from a text file into an existing worksheet.Click the cell where you want to put the data from the text file.On the Data tab, in the Get External Data group, click From Text.In the Import Data dialog box, locate and double-click the text file that you want to import, and click Import.More items...
What is 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.
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.
How do I enable gift entry in Salesforce?
The Gift Entry tool is disabled by default in Salesforce orgs....NoteClick. ... Enter Permission Sets in the Quick Find box, then select Permission Sets.Click New.Name the permission set Gift Entry Recommended .Click Save.More items...•
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 automate data imports in 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.
What are the two methods for exporting data in Salesforce?
Salesforce offers two main methods for exporting data.Data Export Service—an in-browser service, accessible through the Setup menu. It allows you to export data manually once every 7 days (for weekly export) or 29 days (for monthly export). ... Data Loader—a client application that you must install separately.
How do I export a field in Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
What is the system field in NPSP?
The System fields capture information about the import including import statuses and information about the NPSP Data Import record. Unless noted otherwise in the table below, the possible statuses for each target object (Account, Contact, Opportunity, etc.) are:
Does Salesforce create an address object?
If any of the Home Address fields are specified, Salesforce will create an Address object for the Household, and will copy the address to each Contact's Mailing Address fields, and the Household Account's Billing Address fields.
Understand and Use the Template
The data you just downloaded is in a relatively simple table of supported objects and fields.
How to Use The Template in Specific Situations
You probably noticed the extra columns in the dataset you just edited. There are many more columns in the example dataset than we'll use for this project. If we were preparing for an import to your production org, we'd delete any columns we didn't need.
Before We Move On
To demonstrate how the matching rules work, you need to create a new contact that we’ll be updating through NPSP Data Importer. Go to your Trailhead Playground, then:
Prepare to Import Standard and Custom Fields
Let’s start with the fields that No More Homelessness (NMH) would like to import to contact records: email opt-out and preferred language.
Create the Custom Field on the Contact Object
First, let’s create the new custom preferred-language field. But before we dive into creating the new field itself, let’s create a new global picklist value set.
Create Corresponding Fields on the NPSP Data Import Object
Now that both the preferred language and email opt-out fields exist on the contact object, we need to create corresponding fields (your staging fields) on the NPSP Data Import object. You’ll have to create these fields for both the NPSP Data Import object’s Contact 1 and Contact 2 if you want to import these fields for both members of a household.
Map the New Fields
After clicking Configure Advanced Mapping, you’ll see a list of Object Groups, which are collections of field mappings that tell NPSP Data Importer what objects (contacts, accounts, etc.) to create or update. There are already object groups for Contact 1 and Contact 2. We’ll edit those now.
Get Ready to Prepare the Data
With the target and staging fields set up and mappings in place, we have everything we need in Salesforce to start importing our data.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
Set up a Trailhead Playground and practice downloading Nonprofit Success Pack.
Import Your Data Using NPSP Data Importer
Quickly process and connect donor records using Nonprofit Success Pack.
Update the Template
Go to the NPSP Data Importer Templates page and download the Donation Import (Individuals) template. Open it, go to the Import Wizard Template tab, and then let's add our new fields.
Upload Your CSV to NPSP Data Import Objects
It’s time to test our work by importing it to NPSP Data Import objects.
Perform an Import Dry Run
Now that the records are in NPSP Data Import objects, let’s check them by performing an optional dry run to check for problems.
Check the Results
Back on the NPSP Data Imports page, select the Successfully Imported list view and click into the record for Silas Stetson.
The Tools for the Job
In this project you created new custom objects and fields, created corresponding staging fields on the NPSP Data Import object, used Advanced Mapping to create the fields, and imported data. Pat yourself on the back—this is a HUGE accomplishment!
Understand and Use The Template
How to Use The Template in Specific Situations
- You probably noticed the extra columns in the dataset you just edited. There are many more columns in the example dataset than we'll use for this project. If we were preparing for an import to your production org, we'd delete any columns we didn't need. The NPSP Data Importer Templates in documentation (linked in the Resources section) help you focus on critical informa…
Before We Move on
- To demonstrate how the matching rules work, you need to create a new contact that we’ll be updating through NPSP Data Importer. Go to your Trailhead Playground, then: 1. Click the App Launcher () and find and select Contacts. 2. Click New. 3. In the First Name field enter Haley. 4. In the Last Name field enter Brown. 5. In the Personal Email field ...
Resources