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Trailhead

Import Data With Nonprofit Success Pack (NPSP)

Salesforce via Trailhead

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Overview

Learn to use NPSP Data Importer to bring data from outside sources into Salesforce.
  • Set up a Trailhead Playground and practice downloading Nonprofit Success Pack.
  • Quickly process and connect donor records using Nonprofit Success Pack.
  • Import information to fields or objects not included by default.

Syllabus

  • Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
    • Prepare to Install Nonprofit Success Pack (NPSP)
    • Install Nonprofit Success Pack (NPSP) into a Trailhead Playground
  • Import Your Data Using NPSP Data Importer
    • Discover NPSP Data Importer
    • Prepare Your Data for Import
    • Upload Your Data into NPSP Data Importer
    • Perform an Import Dry Run
    • Import the Records
  • Extend NPSP Data Importer with Advanced Mapping
    • Explore NPSP Advanced Mapping
    • Map Standard and Custom Fields on a Standard Object
    • Import Data to a Standard Object
    • Map a Custom Object
    • Import Data to a Custom Object

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