Are You Ready to Import Data into NPSP?

Data Import Overview

If you're used to working in Excel, think of Salesforce as many, many spreadsheets, all related to each other in specific ways, and all stored on the internet.

Salesforce is like a gigantic database in the cloud, and we commonly refer to the various "parts" of Salesforce as objects (Contacts, Household Accounts, Opportunities, and so on). You can see these as the tabs across the top of your Salesforce org.

We can't lie: if you have thousands of data rows in existing spreadsheets or in-house databases, importing your data into the right Salesforce objects takes a lot of work. The good news? The Nonprofit Success Pack provides tools so you don't have to tackle this complex, time-consuming project without some help.

To get started, head over to How the Import Process Works.

Important You need to budget enough time to go through the data import process properly. Complex donor data is not something that can normally be imported in an hour or two—it could take much longer to go through all of the required steps, depending on the quality and quantity of your data. Please prepare accordingly.

Find More Help

Visit Salesforce's vibrant, online community, where your fellow nonprofits discuss all questions great and small.

You'll find:

• Questions and answers on virtually everything related to Salesforce and nonprofits.
• Specialized Chatter groups dedicated to the types of nonprofits you're interested in.
• Product documentation, workbooks, and helpful tips.
• The most knowledgeable experts on Salesforce and nonprofits, anywhere in the world.

Access the online community. Use your Salesforce username and password to log in—no other credentials required!