Q - Why has the Date has been imported in an incorrect format?
A - When importing dates, make sure the format is YYYY-MM-DD
Q - What file type should I use to upload my data?
A - The ProntoDI tool only support CSV files.
Q. How is the Donation Importer different from the native Salesforce NPSP Data Importing function?
A.You can read about the NPSP Data Importer here.
Whilst both the Donation Importer and NPSP Data Import allow flat files to be imported into Salesforce and creates Contacts, Accounts and Opportunities, however NPSP Data Import involves a 'staging' object that you need to configure and add any custom fields to, which then spawns the other records when you trigger the batch job. AlphaSys' Donation Importer allows you to easily upload a file and immediately create the records in Salesforce.
Q - When creating my mapping for the import template, what fields do I map to?
A - The list of Salesforce Fields are grouped by the Object they belong to, i.e Account, Campaign, Contact, GAU.code, Opportunity, Payment Type, Soft Credit. If you are using the template file, the mappings should be as per the below table;
|CSV File Heading||Salesforce Mapping|
|First Name||Contact.First Name|
|Last Name||Contact.Last Name|
|PostCode||Contact.Mailing Zip/Postal Code|
Q - How do I view the error logs after a failed upload?
A - If after uploading, you receive a status of "failed", you can click into the name of the file (in the Recent Donation Imports Tab) uploaded to view the Import File.
Then go to the related Tab to view the Error Logs.
Q - What does Update All Data do?
A - Based on your unique identifier, it will determine the specific Account and Contact, it will update those record based on the new data you have provided in the CSV file.
Q - If you select a stage from the setup menu what does Opportunity.Stage do?
A - The first priority in using the ProntoDI was the mapping on the template, it means that if you have provided data on the CVS for the Opportunity.Stage, this will be used in creating the Opportunity. If Opportunity.Stage in the CSV file is blank, it will be created based on the Stage that you have set up in the menu.
Q - It appears to override the selection in setup and populates SF payment but marks the payment status as unpaid.
A - Change the Close Won type to Closed/Won.
1. Go to Setup
2. Choose Object Manager
3. Search for Opportunity object and select Fields & Relationships
4. Look for Stage field and edit the Close Won value
5. Choose Closed/Won as the type then Save.
Q - Error in importing GAU: npsp.TDTM_Allocation: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object (npsp)
A - In creating GAU allocation, the amount of the Opportunity is required. You need to include that in mapping and fill in the amount column in your CSV file.