What is the correct order for uploading the donors’ employment information?

A nonprofit has been keeping track of donors’ employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object.

What is the correct order for uploading the donors’ employment information?
A . Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
B. Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
C. Insert Affiliation records, export Contact records, export Account records, upsert Contact records
D. Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field

Answer: B

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments