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Nonprofit Success Pack (NPSP) Managed Package
Finalize NPSP Import

Finalize NPSP Import

Use Dry Run to verify the records you want to import, process the import, troubleshoot common import errors, and delete import records after you're done with them.

  • Verify Your Upload with Dry Run
    Once you import records into NPSP, you can't hit the undo button. And that can be problematic if you accidentally import records that you had previously imported, resulting in duplicate records in your org. It can also be problematic if the wrong record is matched and you've updated it with data from a different record. Doing a dry run allows you to see if there are any potential matches before you import.
  • Process Your Import
    Use NPSP Data Importer to send your data in the NPSP Data Import staging object to target objects such as Account, Contact, and Opportunity.
  • Delete Imported Records
    After you've successfully imported your records, you can optionally reduce data storage by deleting the intermediate data in the NPSP Data Import object. Deleting the intermediate data in the NPSP Data Import object does not delete your new Account, Contact, or Opportunity donation records.
  • Troubleshoot NPSP Data Importer Errors
    Learn how to find and fix NPSP Data Import errors.
 
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