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Nonprofit Starter Pack (NPSP) - Legacy Documentation
This page provides documentation for previous versions of the Nonprofit Starter Pack. Please be aware that Salesforce no longer supports these versions. The information in these documents may be incomplete or inaccurate.
For information and documentation about the latest version of the Nonprofit Success Pack, visit the Nonprofit Success Pack.
- Households
Download the legacy NPSP 2.0 households documentation. - Contacts & Organizations
Download the legacy NPSP 2.0 contact and organizations documentation. - Payments
Download the legacy NPSP 2.0 payments documentation. - Rollups
Download the legacy NPSP 2.0 rollups documentation. - Recurring Donations
Download the legacy NPSP 2.0 Recurring Donations documentation. - Relationships
Download the legacy NPSP 2.0 relationships documentation. - Affiliations
Download the legacy NPSP 2.0 affiliations overview. - Data Management / General Administration
Download the legacy NPSP 2.0 data management and general administration documentation.
Households
Download the legacy NPSP 2.0 households documentation.
The archive contains these topics:
- Households Interface
- Household Naming
- Controlling Who Gets a Household
- Creating Households for Contacts without Households
- Installing Households v2.4
Contacts & Organizations
Download the legacy NPSP 2.0 contact and organizations documentation.
The archive contains these topics:
Payments
Download the legacy NPSP 2.0 payments documentation.
The archive contains these topics:
- Working With Payments
- Adding Payments to Existing Opportunities
- Mapping Opportunity Fields to Payments
Rollups
Download the legacy NPSP 2.0 rollups documentation.
The archive contains these topics:
- How do Rollups Work?
- Fiscal Year Rollups
- Controlling Opportunity Rollups
- Recalculating Opportunity Rollups
- Troubleshooting Rollups
- Understanding Rollup Errors
- User Defined Rollups
Recurring Donations
Download the legacy NPSP 2.0 Recurring Donations documentation.
The archive contains these topics:
- Creating New Recurring Donations
- Editing Existing Recurring Donations
- Deleting Existing Recurring Donations
- Configuring & Understanding Recurring Donations General Settings
- Working with Custom Labels in Recurring Donations
- Configuring & Understanding Custom Field Mappings
- Configuring & Understanding Custom Installment Periods
- Recurring Donations 2.0 Features
- Updating or Installing Recurring Donations 2.0
- Understanding the Batch Process & Updating Donations
Relationships
Download the legacy NPSP 2.0 relationships documentation.
The archive contains these topics:
- Relationships General Settings
- Creating New Relationships
- Auto-Created Relationships
- Editing Existing Relationships
- Relationships 2.0 Features
- Installing or Updating to Relationships 2.0
- Relationships Advanced Configuration & Settings
- Reciprocal Relationships & Gender Configuration
- Using the Relationships Viewer
Affiliations
Download the legacy NPSP 2.0 affiliations overview.
The archive contains these topics:
- Affiliations Overview
