#Import Data Challenge3 discussing

Hi @Helen Cordina,

Great question, this is a common scenario when working with donor data and the Nonprofit Success Pack (NPSP).

You’ll need to handle Contacts and Opportunities (donations) in two separate imports, rather than all at once. Here’s why and how:

1. Update Contacts first
   • Use the Data Import Wizard or Data Loader to import your contact information (email, phone, address, etc.).
   • Make sure each contact has a unique identifier (such as email or Salesforce Contact ID) so Salesforce knows which records to update instead of creating duplicates.
2. Import Opportunities next
   • Once your contact records are updated, import your donation data into the Opportunity object.
   • Include a field in your CSV (like Contact ID or email) that allows Salesforce to link each opportunity to the right contact.
   • In NPSP, donations are often linked to Contacts through the Primary Contact field on the Opportunity or via the Contact Role relationship.

Unfortunately, Salesforce doesn’t support creating or updating records in two different objects simultaneously in a single import. Doing it in two steps ensures your data stays accurate and relationships link correctly.

If you’re planning to do this regularly, you might also explore NPSP Data Importer, which helps manage both Contacts and Opportunities in one process, but still handles them as separate records behind the scenes.

Hope that helps clarify the process!

If this resolves your question, please mark it as the Best Answer so others can find it too.

Hi , 

This is due to your csv delimiter being a semi-colon instead of a comma. This happens in some locales since they use the comma as a thousands separator. 

Follow this Salesforce article:

https://help.salesforce.com/s/articleView?id=000386073&language=en_US&type=1

@Saurabh Singh

I'm trying to build this out to load custom records to an opportunity. The button works but it doesn't seem to be pulling in the Opportunity ID from the record where the button is placed. When I try to load the records I'm getting this error. Do I need to have the ID in my file or should this URL map it to each record that I load? 

Yes i tried changing it but it doesnt work, i found this answer that help me to solve the problem. 

I leave it here in case it helps someone.

https://trailhead.salesforce.com/es-MX/trailblazer-community/feed/0D5KX00000PZp2Z0AT

To resolve this issue:

1. Go to your file and right click on it.
2. Select Open with and select notepad
3. Once the file open in notepad, click on the Edit Tab.
4. Select replace
5. On the "Find what" field enter the value (;) semi-colon
6. On the "Replace with" field enter the value (,) comma
7. Click on the Replace all button.
8. Save the file and add the .CSV on the end of the file name.  
   Once done with the last step, don't open again the save file on excel. This will ensure that the delimiter of the file is save as comma delimited. The file should be good for import.

Hi @Rajni Gandha

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Disclaimer: I work at Satrang Technologies, the creator of the Mass File Migrate Salesforce App. 

Best regards, 

 Nikita