When migrating a large volume of contacts, accounts, and address records into NPSP, the following considerations are important:
Managing Multiple Addresses:
NPSP allows for multiple addresses per contact or account, which can introduce additional complexity in managing and maintaining these records.
It is essential to have a clear strategy for handling primary, mailing, and other types of addresses to ensure data consistency and accuracy.
Data Storage Consumption:
Each address record consumes additional data storage in Salesforce.
Nonprofits should be aware of their data storage limits and plan accordingly to avoid running out of storage space.
Consider archiving old or inactive address records to manage storage usage efficiently.
These considerations help ensure a smooth data migration process and ongoing data management within NPSP.
Reference:
Salesforce Help: Managing Addresses in NPSP
Nonprofit Success Pack (NPSP) Documentation: Data Management and Storage