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 4)

Questions 16–20

1. 16expert · hard

   A nonprofit is importing a file that contains updates to existing recurring donations. They have enabled Recurring Donation Matching, but they are also importing new one-time donations in the same file. What is the best way to handle both record types in one import?

   • AEnable both Recurring Donation Matching and Opportunity Matching
   • BRun two separate imports: one for recurring donations and one for one-time donations
   • CDisable all matching settings and rely on the Data Import Wizard
   • DEnable only Recurring Donation Matching and manually create the one-time donations
   Reveal Solution Discussion Select an answer first
2. 17foundation · easy

   Which NPSP data import setting is used to refresh recurring donation records during the import process?

   • AUpdate Recurring Donations
   • BRefresh Recurring Donations
   • CRecalculate Recurring Donations
   • DRefresh Donations
   Reveal Solution Discussion Select an answer first
4. 18expert · hard

   A nonprofit is importing a CSV that contains a mix of new donations and updates to existing opportunities. They have enabled Opportunity Matching, but they are concerned that some existing opportunities might be missed because the CSV does not include the Opportunity ID for all rows. What should they do to ensure all existing opportunities are updated?

   • AEnable Recurring Donation Matching instead
   • BEnsure the CSV includes a unique identifier (e.g., Opportunity ID) for every row that should update an existing opportunity
   • CDisable Opportunity Matching and rely on manual updates
   • DRun the import without any matching settings
   Reveal Solution Discussion Select an answer first
5. 19foundation · easy

   At which stage of the NPSP data import process should you enable the settings to refresh opportunities, recurring donations, and levels?

   • ABefore uploading the data file
   • BDuring the import wizard, before running the import
   • CIn the NPSP Settings tab, independent of the import
   • DAfter the import completes, via a separate batch process
   Reveal Solution Discussion Select an answer first
6. 20application · medium

   A nonprofit is importing a spreadsheet of recurring donation payments. They want the import to update the existing recurring donation records with the latest payment amounts. Which NPSP Data Import setting should they enable?

   • AHousehold Account Matching
   • BOpportunity Matching
   • CRecurring Donation Matching
   • DDonor Level Refresh
   Reveal Solution Discussion Select an answer first