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Nonprofit Success Pack (NPSP) Managed Package
Verify Data Upload

Verify Data Upload

Make sure the data from your template uploaded successfully to the NPSP Data Import custom object.

  1. In Salesforce, click the NPSP Data Imports tab. If you don't see NPSP Data Imports, you can find it in the App Launcher.
  2. Choose the To Be Imported list view to see records uploaded to the object. Keep in mind that while your data has been uploaded into Salesforce, it hasn't been added to (that is, "imported" into) any NPSP objects yet.
    NPSP Data Imports tab
  3. Spot-check some records to make sure all were uploaded correctly. Make sure the information in the CSV went to the correct fields on the NPSP Data Import object. If you mapped a Salesforce ID with the data wizard and it's not appropriate for the type of record, the Imported field for that Object Group will be blank.
    Note
    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.

If for some reason your data did not upload correctly, or there were errors during the import process, you might want to delete all of the import records and start over again. (See Delete Imported Records.) Before re-doing your import, go back and review your CSV import file carefully. Simple things like leaving a "$" in the donation field, leaving a leading space like " Smith," or leaving out an "@" in an email address will cause import errors. Make sure that every single row in your spreadsheet is cleaned and ready for import.

Look good to go? Do a Dry Run to make sure your data will import successfully. See Verify Your Upload with Dry Run for more information.

 
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