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Standard NPSP Data Import Fields
This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates.
This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates, especially requirements for date fields.
The NPSP Data Import object contains Contact, Account, Address, Opportunity, Payment, and other fields for import, Gift Entry, or Salesforce.org Elevate. An NPSP Data Import object can contain up to two Contacts and two Accounts for each record. For data import, the majority of the fields are optional, and the NPSP Data Importer will use smart default values for fields that contain no data.
In addition to the field mapping described in this article, Elevate includes Advanced Mapping specific to payment processing. Learn more in Advanced Mappings for Elevate.
- If you're using the Salesforce Data Import Wizard for your import, use dates in your locale format. In the US, this means MM/DD/YY. For example: 12/31/14.
- If you're using the external Salesforce (Apex) Data Loader tool for your import, use the YYYY-MM-DD date format. This format is not the native Excel date format, and you'll need to reformat all of the columns that contain dates. See this Help and Training article for more information.
- Contact Fields
The Contact fields define information about the primary Contact. Salesforce automatically creates a Household Account for each new Contact1 that you enter. - Household Fields
The Household fields define information about Contact1 and Contact2's Household Account record. - Account Fields
The Account1 and Account2 fields are used to match or create Organizational Accounts, and to create an affiliation between the appropriate Contact and Organizational Account. - Home Address Fields
If any of the Home Address fields are specified, Salesforce creates an Address object for the Household, and copies the address to each Contact's Mailing Address fields, and the Household Account's Billing Address fields. - Donation Information Fields
If any of the Donation Information fields are specified, Salesforce creates an Opportunity and associates it with either Contact1 (and the Contact's Household), or Account1. - Opportunity Contact Role Fields
The Opportunity Contact Role fields define soft credit Opportunity Contact Role information for Account1 Organization donations. - Recurring Donation Information Fields
When Recurring Donation Information fields are specified, Salesforce creates a Recurring Donation associated with either Contact1 (and the Contact's Household), or Account1. - Campaign Fields
The Campaign fields define a Campaign associated with a Recurring Donation, Opportunity, and/or Contact. Set a Campaign Member Status to create Campaign Member records for Contact1 and Contact2. - GAU Allocation Fields
The GAU Allocation fields define GAU Allocation information for the donation. Define up to two GAU Allocations for each donation in your import file. - System Fields
The System fields capture information about the import including import statuses and information about the NPSP Data Import record.
Contact Fields
The Contact fields define information about the primary Contact. Salesforce automatically creates a Household Account for each new Contact1 that you enter.
These are the Contact1 fields in the NPSP Data Import object.
The same fields exist for Contact2, and you use them the same way to add or update a secondary member of the household.
Household Fields
The Household fields define information about Contact1 and Contact2's Household Account record.
These are the fields in the NPSP Data Import object that map to a Household Account record. We provided the Household Phone field as an example to follow if you want to set up additional custom fields for the Household. To create additional fields, follow the directions in Customize Advanced Mapping.
Account Fields
The Account1 and Account2 fields are used to match or create Organizational Accounts, and to create an affiliation between the appropriate Contact and Organizational Account.
The Account1 and Account2 fields are used to match or create Organizational Accounts, and to create an affiliation between the appropriate Contact and Organizational Account. The organization for Account1 will be entered into the Primary Affiliation field for Contact1, and NPSP will create an Affiliation record representing this connection. Likewise, Account2 will be entered as the Primary Affiliation for Contact2. The Account1 and Account2 address fields are used to update the Organizational Account, not the Contact (Household) Address.
These are the Account1 fields in the NPSP Data Import object.
The same fields exist for Account2, and you use them the same way.
Home Address Fields
If any of the Home Address fields are specified, Salesforce creates an Address object for the Household, and copies the address to each Contact's Mailing Address fields, and the Household Account's Billing Address fields.
These are the Home Address fields in the NPSP Data Import object.
Donation Information Fields
If any of the Donation Information fields are specified, Salesforce creates an Opportunity and associates it with either Contact1 (and the Contact's Household), or Account1.
These are the Donation Information fields in the NPSP Data Import object.
Opportunity Contact Role Fields
The Opportunity Contact Role fields define soft credit Opportunity Contact Role information for Account1 Organization donations.
The Opportunity Contact Role fields define soft credit Opportunity Contact Role information for Account1 Organization donations. You're able to define an Opportunity Contact Role for Contact1 and a separate role for Contact2 for each Account1 Organization donation in your import file. Opportunity Contact Role 1 fields are for Contact1 and Opportunity Contact Role 2 fields are for Contact2.
These are the Opportunity Contact Role 1 fields in the NPSP Data Import object.
The same fields exist for Opportunity Contact Role 2, and you use them the same way to add or update a role for Contact 2.
Recurring Donation Information Fields
When Recurring Donation Information fields are specified, Salesforce creates a Recurring Donation associated with either Contact1 (and the Contact's Household), or Account1.
When Recurring Donation Information fields are specified, Salesforce creates a Recurring Donation associated with either Contact1 (and the Contact's Household), or Account1.
If you specify both Donation Information and Recurring Donation Information fields, Salesforce relates the Opportunity to the Recurring Donation as its first installment.
These are the Donation Information fields in the NPSP Data Import object.
Campaign Fields
The Campaign fields define a Campaign associated with a Recurring Donation, Opportunity, and/or Contact. Set a Campaign Member Status to create Campaign Member records for Contact1 and Contact2.
| Field Label | Description | Required or Default Behavior |
|---|---|---|
| Campaign Name | For associating a Campaign with a Recurring Donation, Opportunity, and/ or Contact. | Optional. If specified, NPSP tries to match to an existing Campaign by name. If no match is found, NPSP creates a new Campaign. |
| Campaign Member Status | For setting a Campaign Member Status. | Optional. If specified along with a Campaign Name or Donation Campaign Source, NPSP creates a Campaign Member for Contact1 and Contact2. |
| Donation Campaign Source | The Salesforce ID of a Campaign to associate the Donation with. | Optional. If specified, will match an existing Campaign by Campaign ID. If both the Donation Campaign Name and Donation Campaign Source are specified, NPSP will use the ID from the Donation Campaign Source. |
GAU Allocation Fields
The GAU Allocation fields define GAU Allocation information for the donation. Define up to two GAU Allocations for each donation in your import file.
These are the GAU Allocation 1 fields in the NPSP Data Import object.
| Field Label | Description | Required or Default Behavior |
|---|---|---|
| GAU Allocation 1: GAU | The Salesforce ID for the GAU. | Required if you want to designate a GAU Allocation for the donation. If you're using the Data Import Wizard you must indicate it's a Salesforce ID on the Import screen. For more information, see Upload Data from the Template. |
| GAU Allocation 1: Amount | The monetary amount for this allocation. | You must enter either an amount or a percent (but not both) for the GAU Allocation. |
| GAU Allocation 1: Percent | The percent of the donation total for this allocation. | You must enter either an amount or a percent (but not both) for the GAU Allocation. |
| GAU Allocation 1: Imported | The Salesforce ID for the GAU Allocation. | Optional. If not populated with an ID prior to import, NPSP will automatically populate after processing. |
The same fields exist for GAU Allocation 2, and you use them the same way to add or update a secondary GAU Allocation on the donation.
System Fields
The System fields capture information about the import including import statuses and information about the NPSP Data Import record.
The System fields capture information about the import including import statuses and information about the NPSP Data Import record. Unless noted otherwise in the table below, the possible statuses for each target object (Account, Contact, Opportunity, etc.) are:
-
Matched: The imported record matched an existing Salesforce record.
- Created: A new record was created because matching is disabled OR there were no matching records in Salesforce.
- Best Match Used: More than one existing record in Salesforce matched the imported record.
- Matched by Id: Either the Salesforce ID for the record was included in the import file and used to match an existing Salesforce record or Dry Run found the record ID.
-
Match None: Only used during Dry Run. There are no records in Salesforce that match the value listed in the field. A new record will be created when the import is processed.
- Any System errors which caused an issue with this import.
