Integration and Data Management - 15%

Let’s talk metadata that makes data management easier!

By now, you can see that there are a lot of moving parts and relationships in NPSP when tracking people and their gifts! (Not to mention the add-ons we haven’t yet covered - 😱)

These relationships can make the data import process and managing data quality complex and prone to error. In this section, we will walk through the various tools and features NPSP offers to ease this.

We’ll cover:

NPSP Data Import

A special process that helps create multiple related records simultaneously

Batch Gift Entry

A process to make entering many checks easier

Custom Mapping for Data Import

Giving admins the ability to import custom fields in the NPSP Data Import and Gift Entry Process

Table Driven Trigger Management (TDTM)

A tool to work with Apex code built into NPSP and creating custom code that works in conjunction with NPSP