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Npsp Data Import Template
Npsp Data Import Template
The NPSP Data Importer along with Advanced Mapping then writes that data to the appropriate objects in Salesforce Set Tab Visibility Make the NPSP Data Imports tab available in the App Launcher Set Object and Field Level Security Grant access to the NPSP Data Import object and fields Enable and Convert to Advanced Mapping
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Npsp Data Import Template
Npsp Data Import Template
In the Where is your data located section either drag your completed template file to the drop zone or browse for the file to upload it Click Next Verify that the field mappings are correct and make any changes if necessary Because you re using the template the column headers should exactly match the field names or field labels in the NPSP Data Import object you re uploading to
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Npsp Data Import Template
Npsp Data Import Template
Configure Data Import Wizard Find the importer through the App Launcher to get started Find and select NPSP Data Imports in the App Launcher You ll see a list view with several buttons in the upper right corner Click Import You re now in the Data Import Wizard and ready to configure your import On the Custom objects tab click
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Npsp Data Import Template
Npsp Data Import Template
In this project we ll be using the Salesforce Data Import Wizard to get the data into the NPSP Data Import staging object though depending on your needs you may want to use Salesforce Data Loader Dataloader io or another tool The template linked in Resources has a tab formatted for either Data Import Wizard or Salesforce Data Loader
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Here are the Npsp Data Import Template
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Data_Importer.htm&language=en_US&type=5
The NPSP Data Importer along with Advanced Mapping then writes that data to the appropriate objects in Salesforce Set Tab Visibility Make the NPSP Data Imports tab available in the App Launcher Set Object and Field Level Security Grant access to the NPSP Data Import object and fields Enable and Convert to Advanced Mapping
https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Upload_Data.htm&language=en_US&type=5
In the Where is your data located section either drag your completed template file to the drop zone or browse for the file to upload it Click Next Verify that the field mappings are correct and make any changes if necessary Because you re using the template the column headers should exactly match the field names or field labels in the NPSP Data Import object you re uploading to
The NPSP Data Importer along with Advanced Mapping then writes that data to the appropriate objects in Salesforce Set Tab Visibility Make the NPSP Data Imports tab available in the App Launcher Set Object and Field Level Security Grant access to the NPSP Data Import object and fields Enable and Convert to Advanced Mapping
In the Where is your data located section either drag your completed template file to the drop zone or browse for the file to upload it Click Next Verify that the field mappings are correct and make any changes if necessary Because you re using the template the column headers should exactly match the field names or field labels in the NPSP Data Import object you re uploading to
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