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Enhanced Recurring Donations Upgrade Guide
This guide is for system administrators to plan and perform the upgrade from Legacy to Enhanced Recurring Donations in NPSP. Also includes information about using the Enhanced Recurring Donations features.
Enhanced Recurring Donations Upgrade Guide (in PDF format)
This guide provides information on the Enhanced Recurring Donations upgrade process, including prerequisites, considerations, and error handling. Included are step-by-step instructions for the upgrade process from testing in a Sandbox, to installing in your production org, plus detailed post-upgrade and troubleshooting tips.
Audience and Prerequisites
To use this guide successfully, you must be a System Administrator with detailed knowledge of both NPSP and the customizations present in your org. You should be comfortable with a wide variety of admin tasks, such as managing workflows, running batch processes, managing user profiles, and troubleshooting errors.
