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Instructions
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Template Description: Recurring Donations Import. Includes fields for importing up to two Contacts (for the same Household), along with a Recurring Donation, Campaign information, and up to two GAU Allocations.

NOTE: This template is for importing Enhanced Recurring Donations. To import Legacy Recurring Donations, you must create your own fields on the NPSP Data Import object and map those fields to the correct target fields on the Recurring Donation object.
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One of the most challenging aspects of importing data in Salesforce is making sure your data is clean and formatted correctly for the target fields. This template is formatted to help you add your data into the template in the correct formats. We color-coded the column headers to call out specific formatting requirements. We included a row of sample data to help guide you in how to add the data to the template. You should delete this row before processing your import.

There are two tabs in this template. Use the Import Wizard Template if you're using the Data Import Wizard for your import, and use the Data Loader Template if you're using an external data loader such as Salesforce Data Loader. Once your data has been added to your template, save the tab as a CSV file.
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Header ColorType of FieldFormat ExampleFormatNote
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Red Header TextRequired fieldn/an/aThis is a required field on the target object. You must add a value in this field for the import to succeed.
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Yellow HeaderPicklistn/aSee Picklist values belowThe default NPSP picklist values used for donation import are listed below. You might have different or additional values if your picklists have been customized.
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Purple HeaderZip Code023455-digit zip codeRetains the leading 0 for US zip codes on the east coast.
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Green HeaderCurrency100.50Recommend including two decimal placesDo not include a currency sign such as $.
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Orange HeaderSalesforce ID0035f00000CsENOAA315 or 18 digit Salesforce IDUse only if you'd like to match the record to an existing record in Salesforce via Salesforce ID. If not populated with an ID prior to import, NPSP will automatically link the NPSP Data Import lookup field after dry run or processing.
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Blue HeaderDate11/01/2019 or 2019-11-01Date format supported by import tool.If using the Data Import Wizard tool, use the date format for your locale. For example, MM/DD/YY.
If using an external data loader tool, format as YYYY-MM-DD.
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Default NPSP Picklist Values
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SalutationPreferred EmailPreferred PhoneDonation Donor**These are the default NPSP picklist values. You might have different or additional values if your picklists have been customized.**
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Mr.PersonalHomeContact1
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Ms.WorkWork
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Mrs.AlternateMobile
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Dr.Other
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Prof.
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Mx.
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Campaign Member StatusRecurring Donation Installment Period ValuesRecurring Donation Recurring Type
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PlannedMonthlyOpen
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ReceivedYearlyFixed
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DonatedWeekly
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Responded1st and 15th
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Recurring Donation Day of MonthRecurring Donation Payment Method
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1Credit Card
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2Check
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3ACH
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Last Day of Month
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