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Import Data With Nonprofit Success Pack (NPSP)

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Free Online Course: Import Data With Nonprofit Success Pack (NPSP) provided by Trailhead is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
3-4 hours worth of material
Self Paced
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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