A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?
When using the NPSP Data Importer for Contacts, if some Account records are not being automatically created, the consultant should check:
Required Fields in the Import: Ensure that all required fields for creating an Account are included in the data import file. Missing required fields can prevent Account creation.
Required Fields on the Account: Verify that the Account object does not have custom required fields that are not being populated by the import process. Custom fields marked as required at the field level or in page layouts can block record creation if not provided.
Checking these factors ensures that the import process has all the necessary information to create Account records successfully.
[References:, Salesforce Nonprofit Success Pack Documentation, Salesforce Trailhead: Importing Data with NPSP Data Importer, ]
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