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We have developed an Excel spreadsheet with an embedded VisualBasic program that makes it easier to get contact data into import-ready format for the NPSP Data Import tool.

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NPSPImport-Excel-Formatter

This Community Sprint project is to market, distribute and improve an Excel tool that helps group contacts into households in a format ready for NPSP Data Import.

Project Overview

When it’s time to migrate data from a legacy system, how do we get Contacts into the same Household together? In order to use NPSP's Data Import records to group contacts into households, the input file must be in a format with two contacts in the same row, while source datasets typically come with one contact per row. We have developed an Excel spreadsheet with an embedded VisualBasic program that makes it easier to get contact data into import-ready format. Help spread the word about this tool, support and standardize its distribution and improve its functionality. Here is a demo of the tool: https://youtu.be/NGU43QEsObE

Vision & Goals

Mission statement:

  • What do we do?
  • Whom do we serve?
  • How do we serve them?

Or

  • Key market: the target audience.
  • Contribution: the product or service.
  • Distinction: what makes the product unique or why the audience should buy it over another.

Vision statement Your vision statement gives the company direction. It is the future of the business, which then provides the purpose. The vision statement is about what you want to become. It’s aspirational.

Project Vertical

Please replace with Nonprofit, Education, or Other (if Other, explain further)

Hub Group Link

https://powerofus.force.com/s/group/0F97y00000007fpCAA/sprint-project-household-formatter

Current Project Team & Accomplishments

Full Name Team Role Github Username Role
Kathy Olney Group Leader https://github.com/KathOlney) Developer
Dodi Friedenberg Group Leader Chief Evangelist

Sprint (June 9-10 2021)

Project Team Accomplishments

Please replace with the tasks you team was able to accomplish during the Sprint event.

Project Resources and Documentation

Documentation can be found in the repository [wiki] (URL for wiki where docs are stored)

Demo video goes here

Markdown cheat sheet: https://www.markdownguide.org/basic-syntax/

Future Contributions (AKA what were you unable to finish at the Sprint)

Replace with the goals your team would like to continue working on next time.

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We have developed an Excel spreadsheet with an embedded VisualBasic program that makes it easier to get contact data into import-ready format for the NPSP Data Import tool.

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