Given a Situation in Which Data Needs to Be Imported to the System, Use the NPSP Settings at Appropriate Times During the Data Loading Process to Refresh Opportunities, Recurring Donations, and Levels. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 3)

Questions 11–15

1. 11application · medium

   A nonprofit is about to import a large dataset of donations. They want to ensure that donor levels are updated automatically based on the new data. Which NPSP Data Import setting should they check is enabled?

   • AHousehold Account Matching
   • BRecurring Donation Matching
   • COpportunity Matching
   • DDonor Level Refresh
   Reveal Solution Discussion Select an answer first
2. 12expert · hard

   A nonprofit is importing a CSV that contains updates to existing opportunities. They have enabled Opportunity Matching, but they notice that some opportunities are not being updated. What is the most likely cause?

   • AThe import is running in a sandbox environment
   • BThe CSV does not include the Opportunity ID for those records
   • CThe Opportunity Matching setting is only for new opportunities
   • DThe donor level refresh is interfering with the matching
   Reveal Solution Discussion Select an answer first
4. 13foundation · easy

   In NPSP, which data import setting is used to refresh recurring donation records during the import process?

   • ARefresh Opportunities
   • BRefresh Recurring Donations
   • CUpdate Donation Levels
   • DEnable Recurring Donation Processing
   Reveal Solution Discussion Select an answer first
5. 14expert · hard

   A nonprofit is importing a large dataset of donations. They want donor levels to be refreshed, but they are concerned about the import timing out due to the large volume. What is the best practice to ensure donor levels are refreshed without timing out?

   • ADisable Donor Level Refresh and manually update levels after import
   • BEnable Donor Level Refresh and run the entire import at once
   • CSplit the import into smaller batches and enable Donor Level Refresh for each batch
   • DUse a third-party tool to update donor levels
   Reveal Solution Discussion Select an answer first
6. 15application · medium

   A nonprofit is importing a CSV of historical donations that includes both one-time gifts and recurring donation payments. They want the import to create the parent recurring donation records and also refresh the opportunity records for each payment. At which point in the data loading process should they enable the NPSP Data Import settings for recurring donations?

   • AIn the Data Import Wizard, after mapping fields but before starting the import
   • BAfter the import completes, by editing the imported opportunities
   • CBefore running the import, in the NPSP Data Import Settings page
   • DDuring the import, by pausing the batch and toggling settings
   Reveal Solution Discussion Select an answer first