NPSP_Accounts_and_Contacts_Import

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1	Instructions
2	Template Description: Accounts and Contacts import. Includes fields for importing up to two Organization Accounts, two Contacts (for the same Household), a Campaign, and Campaign Member records for the Contacts. Use this template to import data such as: * Contacts along with their affiliated Organization Accounts * A list of Organization Accounts (without Contact data) * Event attendees including attendance status * Subscription lists from an email service provider This template does not include fields for importing donation data.
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4	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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6	Header Color	Type of Field	Format Example	Format	Note
7	Red Header Text	Required field	n/a	n/a	This is a required field on the target object. You must add a value in this field for the import to succeed.
8	Yellow Header	Picklist	n/a	See Picklist values below	The default NPSP picklist values are listed below. You might have different or additional values if your picklists have been customized.
9	Purple Header	Zip Code	02345	5-digit zip code	Retains the leading 0 for US zip codes on the east coast.
10	Orange Header	Salesforce ID	0035f00000CsENOAA3	15 or 18 digit Salesforce ID	Use 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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13	Default NPSP Picklist Values
14	Salutation	Preferred Email	Preferred Phone	Campaign Member Status	These are the default NPSP picklist values. You might have different or additional values if your picklists have been customized.
15	Mr.	Personal	Home	Invited
16	Ms.	Work	Work	Attended
17	Mrs.	Alternate	Mobile	RSVP - No
18	Dr.		Other	RSVP - Yes
19	Prof.			Responded
20	Mx.			Sent
21				Registered
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