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A question for you NPSP folks!

I am mass updating the npsp__Matching_Gift__c field on Opportunities (via DataLoader) to identify donor Opps that are matched by org matching Opps. Both the donor and macthing Opps are already loaded - I am just connecting them.

Upon update, a non-primary Contact Role record gets created (Role=Matching Gift), but a Partial Soft Credit record does not get created.

Is there any combo of Opp fields on the donor's Opp that I can set to make NPSP create the soft credit? Or does that happen only from the UI, and I must manually insert the partial soft credits myself using DL?

4 risposte
  1. 8 feb 2021, 22:23

    Whoops, looks like this update operation also does not cause NPSP to create a regular Contact Role with Role = Matching Donor and Primary = FALSE. So, my Q above also applies to regular CR as well as partial SC @James Browne​ 

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