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.

Run the NPSP Data Importer tool to bring data from the NPSP Data Import custom object into your Salesforce objects.

Note For Opportunities that don't include a Stage, the field will use the value set in Opportunity Stage When Fully Paid. Learn more about this NPSP setting in Configure Opportunity Payments in NPSP.

1. On the NPSP Data Imports tab, make sure that you select the To Be Imported List View.
2. Click Import All Data Import Records or Import Selected Data Import Records.
3. Review the summary page.
   
   1. Look at the number of records that Salesforce will process.The importer always attempts to process all NPSP Data Import records that don't have an "Imported" status, including all records that have a "Failed" status. (Import isn't limited to the records displayed in the To Be Imported view.)
   2. If you want to change the batch process size or rules used to match duplicate records, click Edit, change the default configuration options, then click Save. See Configure NPSP Data Importer Options for details. (Is this an import you'll do often? Save these configuration options for future imports. Check out Batch Import Overview to learn more.)
      

      Note If you included a Salesforce ID in a Contact Imported field, the ID will be used for matching regardless of your selection in the Contact Matching Rule field.
4. Click Begin Data Import Process.

   You can monitor progress on the status page as the import proceeds; it may take a few minutes for the import to start.

   

   Important We recommend you leave this tab open until the import finishes so that you can see the detailed results.
5. Wait for the status page to show a status of Completed and a summary of the results.
   
6. Click Close to return to the NPSP Data Imports tab.
7. If import failed for a record, check that record's Failure Information field to see the error. It may have failed because of the order in which the objects where processed, and you may be able to correct the issue by processing the failed records again. For more help with errors, post a question to our online community.
   

   Important If you set the Donation Matching Behavior (see Configure NPSP Data Importer Options for more info) to either No Match, Single Match, or Best Match and the Data Importer can't match against an existing Opportunity or Payment, the status of the Data Import will show "Failed." However, any associated Account or Contact from the Data Import will still be created. You can evaluate the Opportunity or Payment that failed and rerun the Data Importer.

8. Spend some time in Salesforce checking where your imported data landed. Make sure NPSP created the right types of records and the information in the individual CSV cells went to the right Salesforce fields.

   

   Note If your CSV data didn't populate all of the fields you expected in the NPSP Data Import records, you may have run into a Data Import Wizard limitation. Please see this Data Import Wizard Known Issue for more information. Delete any columns you aren't using in your import to get around this limitation. If you'd like to import more than 65 columns, use an API-based import tool such as Salesforce Data Loader.

Once your users start working with your new records, you may not need to keep the NPSP Data Import records. See Delete Imported Records for more information.