By: David Okner, Principal Technical Consultant, Salesforce.org
Successfully importing data using the NPSP Data Import Tool is a challenge for many nonprofit customers, especially crafting your files and deciphering all of the column headers in the import template. Here are some suggestions to simplify the data import process. The following NPSP data import suggestions are based on my experience working in technical support, where I worked on over a thousand data import support cases, and also a few hundred pro bono projects.
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.
The reason is, you want to be able to see
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