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Nonprofit Success Pack (NPSP) Managed Package
Verify Your Upload with Dry Run

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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.

  • Do a Dry Run
    A dry run goes through the Contact1, Account1, Contact2, Account2, Home Address, and Donations and identifies potential matches, but doesn't actually process the records into your org.
  • Resolve Dry Run Errors
    After the dry run completes, the summary page lists how many records were processed and any errors encountered.

Do a Dry Run

A dry run goes through the Contact1, Account1, Contact2, Account2, Home Address, and Donations and identifies potential matches, but doesn't actually process the records into your org.

Note
Note A dry run only looks at Donations that are open Opportunities and unpaid Payments; it doesn't include Closed/Won Opportunities.

You can do a dry run on all uploaded records that haven't been successfully imported yet or on a specific batch.

Note
Note Dry runs look for and attempt to identify matches in existing records, so you should only do a dry run if you already have records in your org. Read more about configuring batch size and matching options in Configure NPSP Data Importer Options. If you'd like to save these configuration options for future imports, see Batch Import Overview.
  1. To do a dry run on all uploaded records that haven't been successfully imported yet:
    1. In the NPSP Data Imports tab, go to the To Be Imported list view.
    2. Click Start Data Import.
  2. To do a dry run on a specific batch (see Batch Import Overview for more information):
    1. From the App Launcher, click NPSP Data Import Batches.
    2. Find the batch you want to put through a dry run and click the Batch Name.
    3. Click Process Batch.
  3. On the summary page, click Begin Dry Run.
    Begin Dry Run button on the NPSP Data Import page
    You can monitor progress on the status page as the dry run proceeds; it may take a few minutes for the import to start.
    Important
    Important Leave this tab open until the dry run finishes so you can see the detailed results.
  4. Wait for the status page to show a status of Completed and a summary of the results.
    A screen that shows when dry run processed without any errors.

If the status page shows a green Completed status, you're ready to Process Your Import. An orange Error status means you need to Verify Your Upload with Dry Run.

Resolve Dry Run Errors

After the dry run completes, the summary page lists how many records were processed and any errors encountered.

Screen showing that there were errors during your dry run.

To review and resolve these errors:

  1. Click Close to return to either the NPSP Data Imports tab (if you started the dry run from the To Be Imported list view) or the batch record.
  2. Dry run records have two possible statuses: Dry Run - Validated or Dry Run - Error. Use the list views with these names to review the records that were part of the dry run. From there, you can drill down into a record to see more information.
    On the NPSP Data Imports page, if you click on the default list view, you see the options for the Dry Run - Errors and Dry Run - Validated list views
    Within a record, you'll see the overall status and the different Import Statuses for each item the dry run tried to match against.
    • Dry Run - Matched
    • Dry Run - Matched None
    • Dry Run - Best Matched Used (used for Donations only)
    • Dry Run - Matched by Id (used for Donations only)
    • Ignored (used only for Addresses)

    If your dry run had errors, you'll also see them in the Import Status fields.

    For example, in this record the overall status is Dry Run - Error because even though the Contact1 was matched, there was an error with the Donation Opportunity.

    An NPSP Data Import record that was part of a dry run, showing the different dry run statues

    If you scroll down to the Opportunity and Payment sections, you also see the specific errors in the Import Status fields.

    The Donations section of an NPSP Data Import record that was part of a dry run, with the Import Status fields highlighted

After you've resolved all of your errors, do another Dry Run. If the status page shows a green Completed status, you're ready to process your import!

 
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