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Don Miller edited this page Oct 21, 2021
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2 revisions
Use case: integrating from a legacy system to NPSP
Spreadsheet (csv) to NPSP Backup of existing system - Salesforce and NPSP
Reminder for making calls - tasks/activities
Raiser's Edge Org vs Households - contacts for HH, then contacts create accounts
Hard vs Soft credits???
Donations into opportunities
Campaign codes
Naming conventions after integration
How much data to keep
DonorPerfect Do not have households
Misc Memberships