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Nonprofit Success Pack (NPSP) Managed Package
Advanced NPSP Mapping

Advanced NPSP Mapping

Advanced Mapping is the logic that powers the NPSP Data Importer tool. Advanced Mapping is already set up to handle typical import, Gift Entry, and Elevate donation form scenarios involving constituent and donation data. If you want to add a custom field to a Gift Entry or Elevate form, or import data into a custom field that hasn't yet been mapped, you'll need to customize Advanced Mapping.

  • Advanced Mapping Overview
    Advanced Mapping gives you the flexibility to send data to most Salesforce objects related to Contacts, Accounts, and Opportunities.
  • Understand Field Mappings
    This article explains Field Mappings, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data
  • Understand Object Groups
    This article explains Object Groups, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data.
  • Customize Advanced Mapping
    Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped.
  • Connect a New Object in Advanced Mapping
    Advanced Mapping comes with Contacts, Accounts, Opportunities, and other objects already mapped. You can connect additional objects that are directly related to Contacts, Accounts, or Opportunities.
  • Advanced Mapping Recipes
    This article complements the existing documentation to set up Advanced Mapping, and includes instructions for creating Affiliation, Engagement Plan, Relationship, and Soft Credit records for common scenarios during data import.
  • Standard NPSP Data Import Fields
    This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates.
  • Advanced Mappings for Elevate
    NPSP includes field mappings that allow transactions to flow from Elevate into NPSP.
 
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