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Upgrading to latest NPSP

This is a public group for questions and discussions related to the upgrade to the Nonprofit Starter Pack (NPSP) version 3 (now known as Nonprofit Success Pack) as well as the conversion to the new Household as account data model. The group is open to all members.

How do we integrate payment methods such as PayPal, Stripe and Zelle into NPSP? 

1 answer
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4 answers
  1. Ines Garcia (get: Agile) Forum Ambassador
    Aug 7, 2023, 10:54 AM

    sorted here Joseph?

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To assess user-friendliness for visually impaired people, it's essential to consider the accessibility features of each app. I am Looking for features such as compatibility with screen readers, keyboard navigation options, high contrast themes, and adjustable font sizes. I also want to consider the cost implications, any recommended websites of the respective apps where I can review their pricing models is appreciated. Any provider offering free versions or trial periods? Any subscription fees based on the number of users or features required. Additionally, any app providers who can offer special nonprofit discounts.

Thank you.

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I am using Different custom duplicates for Account and Contact Object.

 

Account:Can we show the duplicate warning in Both Objects?

Contact:

 

chrome_lBTDQlQM7g.png

 

I am getting a Warning when I am creating a duplicate in contact Object. The Reason I am enabled the Alert checkbox the contact rule. But I need the same warning in the Account Object, when I enable the Alert checkbox in the Account Duplicate Rule, I am getting a Error when I am creating a duplicate in contact Object.(With Same Last Name)chrome_WMEbNz7jQa.png

Is There any ways to show the Warning in the Account Object when I am creating a duplicate in there?

2 answers
  1. Apr 13, 2023, 7:10 AM

    @Logesh M

    In the Both Matching Rule Account Name is included, So When I created a duplicate

    Record in Contact I am getting a Warning. But When I Create a duplicate record in Account it doesn't show me the Warning. When I enable the Alert Checkbox in the Account Duplicate Rule, I am getting an Error in Contact Creation.

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When I try to update my records in Account Object NPSP Data import is Ignoring my Records.

 

ERROR PIC:NPSP DATA IMPORT IS IGNORING MY RECORDS

 

12 answers
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I have a Duplicate Rule for Accounts which uses the fuzzy match. I block the entire operation that the user can't create any duplicate records. when I try to create contact from contact tab with the same last name. I am getting error from the Accounts matching rule. due to the block option.

If I need to solve this error do I

Matching Rule Impacts

need to modify my Account Duplicate rule?

 

@Steven Trumble need your suggestion.

16 answers
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I am having a Field Name Description in Contact Object. If I need to map means I need to create the same filed in NPSP custom object. after creation of the field I can't find the field in the field mapping. how can I fix this.

How to Map a Standard Field in NPSP

 

chrome_a3am0kHK3n.png@Steven Trumble need your suggestions on this.

 

Facing the Same issue for in Account Object Field Name Annual Revenue but when I try to Map 

I couldn't see the filed in Target Object.

chrome_bfhkAJT3IW.png

chrome_IkooAmZXZ7.png

4 answers
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How can I fix this?

| Contact1 Salutation  | Contact1 First Name  | Contact1 Last Name  | Contact1 Personal Email  | Contact1 Work Email  | Contact1 Alternate Email  | Contact1 Preferred Email  | Contact1 Home Phone  | Contact1 Work Phone  | Contact1 Mobile Phone  | Contact1 Preferred Phone  | Contact 1 Primary Region  | Contact 1 Primary Audience

 

These are the Fields I used to Import but after Importing The household account not created.

@Steven Trumble need your guidance.

When I try to Import contacts via CSV The Record got Imported, But When I Check the Household account information in the NPSP Data Import it shows empty

1 answer
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Mar 20, 2023, 12:42 PM
    Show me the contact record that was created
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When I use the rest api bulk v2 to insert opportunities into Salesforce aggregate values are zero e.g. Total Gifts, Total Gifts Last N Days, Average Gift.

If I add a new donation by hand into Salesforce this updates all the aggregate values for that Account. I assume there is some sort of trigger that does this.

Can I get Salesforce to update the aggregate values after I have bulk uploaded Opportunities?

2 answers
  1. Mar 16, 2023, 3:03 PM

    Also, NPSP rollups run on a scheduled job overnight but you can run them manually in NPSP Settings>Bulk Data Processes if you need to.

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Update failed. First exception on row 1; first error: MISSING_ARGUMENT, Id not specified in an update call: []

 

Facing this issue in the DEV sandbox in QA sandbox won't face any problems, no triggers were active in my DEV sandbox. how to fix this?

34 answers
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Mar 14, 2023, 10:51 AM

    To create household account via csv you just insert a contact with no account in an org with NPSP.

    It looks like you're trying to do an upsert, not an update. Also, name is a hybrid field. You would map last name to contact1 last name, but in this instance you don't even need to include last name in your update

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