Responsible ways to import data
One of the reasons that data gets duplicated is that there are many ways for data to enter a Salesforce system. Data can be instantiated by an Experience Cloud user or a Salesforce user. It can be arriving via an API. It can be manually imported using dataloader.io or other tools you learned about as a Salesforce administrator. Some of those ways may not respect the duplicate and matching rules an administrator has created. And, as we reviewed, the NPSP data architecture is different from the standard Salesforce architecture.
The Nonprofit Cloud Data Import tool
NPSP Data Importer is designed specifically for the task of importing data into NPSP. The standard data import requires several passes. For example, if you're importing new donors and their donations, it can take a minimum of three imports:
- Accounts (or households)
- Contacts (or donors)
- Opportunities (or donations)
All these require the appropriate .csv files...
