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Nonprofit Success Pack (NPSP) Managed Package
Advanced Mapping Recipes

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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.

  • Overview
    This article illustrates some of the great ways community members are using the flexible Advanced Mapping feature to import and create records for affiliation, engagement plan, relationship, and soft credit data.
  • Affiliation Recipes
    Review how NPSP Data Importer processes Contacts and different types of Accounts before diving into recipes for Affiliations.
  • Engagement Plan Recipes
    Configure Advanced Mapping to import Engagement Plan Template data and attach it to a Contact.
  • Relationship Recipes
    Configure Advanced Mapping to import data about how Contacts are related to each other and create Relationship records between two related Contacts.
  • Soft Credit Recipes
    Configure Advanced Mapping to import soft credit data and create soft credits for Contacts and Accounts.

Overview

This article illustrates some of the great ways community members are using the flexible Advanced Mapping feature to import and create records for affiliation, engagement plan, relationship, and soft credit data.

This article complements the existing documentation to set up Advanced Mapping. If you're unfamiliar with that process, please read Customize Advanced Mapping first and reference it as you work through specific recipes below.

Note
Note Some of the recipes say to use the spyglass icon in Field Mapping. The spyglass icon allows you to search for any field on the NPSP Data Import object whether or not it's been mapped in another Object Group.

We'll add to this article as we hear about more great ways community members are using the flexible Advanced Mapping feature. Have you created a mapping you think would be helpful to others in the community? Please post in the SFDO Open Source Contributors group on the Hub and tag the #Advanced Mapping topic. We'd love to add your recipe!

Affiliation Recipes

Review how NPSP Data Importer processes Contacts and different types of Accounts before diving into recipes for Affiliations.

Before diving into recipes for Affiliation records between Contact1 or Contact2 with an Organization Account, it's worth reviewing how NPSP Data Importer processes Contacts and different types of Accounts. When you use a single row of your CSV file to import Contact1, Contact2, Account1, and Account2, NPSP Data Import will:

  1. Place Contact1 and Contact2 in the same Household Account.

  2. Find or create Account1 as an Organization Account.

  3. Create a Primary Affiliation for Contact1 to the Account1 Organization Account.

  4. Find or create Account2 as an Organization Account.

  5. Create a Primary Affiliation for Contact2 to the Account2 Organization Account.

Add Same Organization Affiliation for Contact1 and Contact2

If you have two people who live in the same household who are connected to the same family foundation (or even work at the same organization), you may want both Contacts to be connected to the same Organization Account through an Affiliation record.

If you have two people who live in the same household who are connected to the same family foundation (or even work at the same organization), you may want both Contacts to be connected to the same Organization Account through an Affiliation record.

No additional mapping is necessary to create an Affiliation to the same Organization Account for Contact1 and Contact2! To create this Affiliation record, simply enter the same information for the Organization Account in the Account1 and Account2 information in your CSV.

NPSP Data Importer will find the Organization Account that was found or created when Account1 was processed and create an Affiliation record for Contact2.

Set Contact1 as the Primary Contact for the Account1 Organization

To make sure Contact1 is set as the Primary Contact on Account1's Organization Account record, add a Field Mapping to Account1's Object Group.

To make sure Contact1 is set as the Primary Contact on Account1's Organization Account record, add a Field Mapping to Account1's Object Group by following these steps:

  1. Click View Field Mappings for the Account1 Object Group.

  2. Click Create New Field Mapping:

    1. ClickSpyglass icon to search for and select Contact1 Imported (npsp__Contact1Imported__c), and map it to Primary Contact (npe01__One2OneContact__c).

Engagement Plan Recipes

Configure Advanced Mapping to import Engagement Plan Template data and attach it to a Contact.

  • Attach an Engagement Plan Template to Contact1
    If your org has an Engagement Plan Template to associate with a Contact, configure Advanced Mapping to import this data and create an Engagement Plan Template attachment on the Contact record.

Attach an Engagement Plan Template to Contact1

If your org has an Engagement Plan Template to associate with a Contact, configure Advanced Mapping to import this data and create an Engagement Plan Template attachment on the Contact record.

To link an Engagement Plan Template to Contact1, follow the steps below. Because Engagement Plan Template is a lookup field, you'll need to include the 15 or 18 digit Salesforce ID for the Engagement Plan template in your import file.

  1. Prepare Salesforce for the Engagement Plan 1 Object Group, and create these fields on the NPSP Data Import object:

    1. Engagement Plan 1 Imported (lookup)

    2. Engagement Plan 1 Import Status (text)

  2. Add at least one additional field to map on the NPSP Data Import object, such as:

    1. Engagement Plan 1 Template (lookup)

  3. In NPSP Settings, create a new Object Group for Engagement Plan 1 with the following information:

    1. Group Name: Engagement Plan 1

    2. Object Name: Engagement Plan

    3. Is Child/Parent: Child

    4. Of This Mapping Group: Contact 1

    5. Through This Field: Contact

    6. Link to Field: Engagement Plan 1 Imported

    7. Import Status: Engagement Plan 1 Import Status

  4. Add Field Mappings for the Engagement Plan 1 Object Group:

    1. Select Engagement Plan 1 Template (Engagement_Plan_1_Template __c), and map it to Engagement Plan Template (npsp__Engagement_Plan_Template__c).

Relationship Recipes

Configure Advanced Mapping to import data about how Contacts are related to each other and create Relationship records between two related Contacts.

Important
Important By default, the NPSP Data Importer links Contact1 and Contact2 together by putting them in the same Household Account.
  • Add a Relationship Between Contact1 and Contact2
    If your org has data about how Contacts are related to each other, for example, as coworkers, siblings, or other relationship types, configure Advanced Mapping to import this data and create Relationship records between two related Contacts.

Add a Relationship Between Contact1 and Contact2

If your org has data about how Contacts are related to each other, for example, as coworkers, siblings, or other relationship types, configure Advanced Mapping to import this data and create Relationship records between two related Contacts.

  1. Create fields on the NPSP Data Import object:

    1. Relationship 1 Imported (lookup to Relationship)

    2. Relationship 1 Import Status (text (255))

    3. Relationship 1 Type (text (255))

  2. In NPSP Settings, create a new Object Group for Relationship 1 with the following information:

    1. Group Name: Relationship 1

    2. Object Name: Relationship (npe4__Relationship__c)

    3. Is Child/Parent: Child

    4. Of This Mapping Group: Contact 1

    5. Through This Field: Contact (npe4__Contact__c)

    6. Link to Field: Relationship 1 Imported (Relationship_1_Imported__c)

    7. Import Status: Relationship 1 Import Status (Relationship_1_Import_Status__c)

  3. Add Field Mappings for the Relationship 1 Object Group:

    1. Click View Field Mappings for the Relationship 1 Object Group.

    2. Click Create New Field Mapping.

    3. Click Spyglass icon next to the Source (NPSP Data Import Object) field. Enter and select Contact2 Imported (npsp__Contact2Imported__c).

    4. Click Spyglass icon next to the Target (Relationship 1 Object) field. Enter and select Related Contact (npe4__RelatedContact__c).

    5. Save your changes.

    6. Repeat these steps to map the Relationship 1 Type (Relationship_1_Type__c) field to the Type (npe4__Type__c) field.

Soft Credit Recipes

Configure Advanced Mapping to import soft credit data and create soft credits for Contacts and Accounts.

Add an Account Soft Credit for Account 2

If your org has soft credit data for an account, configure Advanced Mapping to import this data and create a Soft Credit record for the account.

To add an Account Soft Credit for Account2, follow the steps below. During the import, you'll map a text field for Role on the NPSP Data Import object to a picklist field on the target Account Soft Credit object. Make sure the text you enter in your import file exactly matches one of the active values in your Account Soft Credit Role picklist.

  1. Prepare Salesforce for the Account2 Soft Credit Object Group, and create these fields on the NPSP Data Import object:

    1. Account2 Soft Credit Imported (lookup)

    2. Account2 Soft Credit Import Status (text)

  2. Add at least one additional field to map on the NPSP Data Import object, such as:

    1. Account2 Soft Credit Amount (currency)

    2. Account2 Soft Credit Role (text)

  3. In NPSP Settings, create a new Object Group for Account2 Soft Credit with the following information:

    1. Group Name: Account2 Soft Credit

    2. Object Name: Account Soft Credit

    3. Is Child/Parent: Child

    4. Of This Mapping Group: Account 2

    5. Through This Field: Account

    6. Link to Field: Account2 Soft Credit Imported

    7. Import Status: Account2 Soft Credit Import Status

  4. Add Field Mappings for the Account2 Soft Credit Object Group:

    1. Select Account2 Soft Credit Amount (Account2_Soft_Credit_Amount __c), and map it to Amount (npsp__Amount__c).

    2. Select Account2 Soft Credit Role (Account2_Soft_Credit_Role __c), and map it to Role (npsp__Role__c).

    3. Click the Spyglass icon to search for and select Donation Imported (npsp__DonationImported__c), and map it to Opportunity (npsp__Opportunity__c).

Add a Partial Soft Credit for Contact1

If your org has soft credit data for a Contact, configure Advanced Mapping to import this data and create a Soft Credit record for the Contact.

To add a Partial Soft Credit for Contact1, follow the steps below. During the import, you'll map a text field for Role on the NPSP Data Import object to a picklist field on the target Partial Soft Credit object. Make sure the text you enter in your import file exactly matches one of the active values in your Partial Soft Credit Role picklist.

  1. Prepare Salesforce for the Partial Soft Credit 1 Object Group, and create these fields on the NPSP Data Import object:

    1. Partial Soft Credit 1 Imported (lookup)

    2. Partial Soft Credit 1 Import Status (text)

  2. Add at least one additional field to map on the NPSP Data Import object, such as:

    1. Partial Soft Credit 1 Amount (currency)

    2. Partial Soft Credit 1 Role (text)

  3. In NPSP Settings, create a new Object Group for Partial Soft Credit 1 with the following information:

    1. Group Name: Partial Soft Credit 1

    2. Object Name: Partial Soft Credit

    3. Is Child/Parent: Child

    4. Of This Mapping Group: Contact 1

    5. Through This Field: Contact

    6. Link to Field: Partial Soft Credit 1 Imported

    7. Import Status: Partial Soft Credit 1 Import Status

  4. Add Field Mappings for the Partial Soft Credit 1 Object Group:

    1. Select Partial Soft Credit 1 Amount (Partial_Soft_Credit_1 _Amount __c), and map it to Amount (npsp__Amount__c).

    2. Select Partial Soft Credit 1 Role (Partial_Soft_Credit_1_Role __c), and map it to Role (npsp__Role_Name__c).

    3. Click the Spyglass icon to search for and select Contact1 Imported (npsp__Contact1Imported__c), and map it to Contact (npsp__Contact__c).

    4. Click the Spyglass icon to search for and select Donation Imported (npsp__DonationImported__c), and map it to Opportunity (npsp__Opportunity__c).

 
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