Salesforce Webinar Series Landing Page Part 1 11_10

Part I: The Fundamentals of Importing for Salesforce NPSP

 

The Fundamentals of Importing for Salesforce NPSP 
Part I: Constituent Data 

For over 20 years, Omatic Software has helped nonprofits with their data import and integration challenges. And while our solution has advanced with the latest API and cloud technology, we recognize that the need for ‘basic’ importing is not going away any time soon!  

But ‘basic’ doesn’t mean rudimentary or unsophisticated. So, what does it mean? 

  • It means integrating your most essential data – constituents and gifts – from spreadsheets, files, and third-party sources into Salesforce NPSP. 
  • It means putting cutting-edge tools into place that prevent duplicates, correct misspellings, and ensure data standards are adhered to. 
  • And it means streamlining business processes. 

In this two-part webinar series, we’ll: 

  • Discuss the differences between importing and integration – and when each may be best for your organization.  
  • Demonstrate how to integrate data from any external source into Salesforce. 
  • Explore how to ensure your Salesforce data is current, clean, and complete 
  • Answer all your questions!  

Join us on Thursday, November 17 from 2 – 2:30 p.m. ET for The Fundamentals of Importing for Salesforce NPSP, Part II: Gift and Transactional Data during which we’ll discuss recording your gifts as opportunities in Salesforce NPSP. 

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