--- schema_version: "1" id: ca1009eb51235f955bf34b4fe78aecf3ec9f57b9de41c5d5188133a965cb772d title: Nonprofit Starter Pack (NPSP) Documentation - Salesforce Classic Archive collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/np_starter_pack_docs_salesforce_classic.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8290749bc2f3241f52237173b6c8308d40e06f6715a982e115a6f0f730cadb47 description: Organizations created from Trial starting November 9, 2016 and later use the Lightning user interface by default. This page provides an archive of documentation, written for the Salesforce Classic user interface, for NPSP versions 3.0 - 3.83. Please be aware that Salesforce.org does not maintain these versions of the docs, so the information may be incomplete or inaccurate. products: - Nonprofit release: "264" --- # Nonprofit Starter Pack (NPSP) Documentation - Salesforce Classic Archive Organizations created from Trial starting November 9, 2016 and later use the Lightning user interface by default. This page provides an archive of documentation, written for the Salesforce Classic user interface, for NPSP versions 3.0 - 3.83. Please be aware that Salesforce.org does not maintain these versions of the docs, so the information may be incomplete or inaccurate. For information and documentation about the latest version of the Nonprofit Success Pack, visit the current Nonprofit Success Pack. - **[General Information](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for understanding what version of NPSP you're using and troubleshooting NPSP in the Classic interface. - **[Getting Started Resources](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for importing donor data in the Classic interface. - **[Install and Upgrade](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for installing and upgrading NPSP in the Classic interface. - **[Manage Households, Organizations, Contacts, and Addresses](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing households, organizations, contacts, and addresses in the Classic interface. - **[Manage Opportunity Donations](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download legacy NPSP documentation for managing donation opportunities in the Classic interface. - **[Constituent Engagement](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing engagement plans and levels in the Classic interface. - **[Manage Campaigns](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing campaigns in the Classic interface. - **[Integration and General Administration](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for customizing labels and exporting data in the Classic interface. ## General Information Download the archive of legacy NPSP documentation for understanding what version of NPSP you're using and troubleshooting NPSP in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/general_classic.zip) This archive contains these topics: - Which Version of NPSP Am I Using? - Troubleshooting the Nonprofit Success Pack ## Getting Started Resources Download the archive of legacy NPSP documentation for importing donor data in the Classic interface. [Download archive](https://s3.amazonaws.com/npsp-legacy-docs/npsp_data_import.pdf) This archive contains these topics: - NPSP Administrator's Guide to Importing Donor Data ## Install and Upgrade Download the archive of legacy NPSP documentation for installing and upgrading NPSP in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/installupgrade_classic.zip) This archive contains these topics: - Post-Install Checklist (for "Clean slate" organizations) - Enable New Features - Uninstall NPSP ## Manage Households, Organizations, Contacts, and Addresses Download the archive of legacy NPSP documentation for managing households, organizations, contacts, and addresses in the Classic interface. - **[Manage Household and Organization Accounts](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing household and organization accounts in the Classic interface. - **[Manage Contacts](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing contacts in the Classic interface. - **[Manage Relationships Between Contacts](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing relationships between contacts in the Classic interface. - **[Manage Addresses](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing addresses in the Classic interface. ### Manage Household and Organization Accounts Download the archive of legacy NPSP documentation for managing household and organization accounts in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/households_classic.zip) This archive contains these topics: - What is an Account Model? - Which Account Model Am I Using? - Customize Household Names - Merge or Split Households - Enable the Manage Household Button - Add and Manage Organization Accounts ### Manage Contacts Download the archive of legacy NPSP documentation for managing contacts in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/contacts_classic.zip) This archive contains these topics: - Add or Remove a Contact - Change the Primary Contact for a Household - Mark a Contact as Do Not Contact or Deceased - Merge Contacts - Specify a Preferred Phone Number and Email Address for a Contact - Phone and Email Workflow Rules - Convert a Lead to a Contact - Primary Contact vs. Primary Affiliation ### Manage Relationships Between Contacts Download the archive of legacy NPSP documentation for managing relationships between contacts in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/relationships_classic.zip) This archive contains these topics: - Create, Edit, and View Relationships - Manage Relationships Settings - Customize Gender Picklist Values for Relationships - Populate Contacts Automatically for New Relationships Viewer Contacts ### Manage Addresses Download the archive of legacy NPSP documentation for managing addresses in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/addresses_classic.zip) This archive contains these topics: - Add or Update Addresses for a Household or Organization - Specify a Default Mailing Address for a Household or Organization - Override the Default Address for a Contact - Specify a Seasonal Address - Choose the Correct Address for Your Mailing Label Report ## Manage Opportunity Donations Download legacy NPSP documentation for managing donation opportunities in the Classic interface. - **[Add and Manage Donations and Payments](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing donations, payments, GAU allocations, and acknowledgments in the Classic interface. - **[Create and Manage Recurring Donations](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing recurring donations in the Classic interface. - **[Manage Opportunity (Donation) Rollups](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing donation rollups in the Classic interface. - **[Manage Soft Credits and Matching Gifts](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing soft credits and matching gifts in the Classic interface. - **[Add and Manage Special Gift Types](https://help.salesforce.com/s/articleView?id=sfdo.np_starter_pack_docs_salesforce_classic.htm&release=264.0.0&type=5)** Download the archive of legacy NPSP documentation for managing grants, memberships, tribute gifts, in-kind gifts, and major gifts in the Classic interface. ### Add and Manage Donations and Payments Download the archive of legacy NPSP documentation for managing donations, payments, GAU allocations, and acknowledgments in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/payments_classic.zip) This archive contains these topics: - Donation Management Overview - Add a Single-Payment Donation - Manage Multiple-Payment Donations - Create and Manage Donation Allocations - Customize Opportunity (Donation) Names - Acknowledge Donations by Email ### Create and Manage Recurring Donations Download the archive of legacy NPSP documentation for managing recurring donations in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/recurringdonations_classic.zip) This archive contains these topics: - Recurring Donations: Overview and Setup - Create a Recurring Donation - Change, Close, or Delete a Recurring Donation - Map Recurring Donation Fields to Custom Opportunity Fields - Create Custom Installment Periods for Recurring Donations ### Manage Opportunity (Donation) Rollups Download the archive of legacy NPSP documentation for managing donation rollups in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/rollups_classic.zip) This archive contains these topics: - Opportunity (Donation) Rollups Overview - Set Fiscal Year Rollups - Troubleshoot Rollups ### Manage Soft Credits and Matching Gifts Download the archive of legacy NPSP documentation for managing soft credits and matching gifts in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/softcredits_classic.zip) This archive contains these topics: - Soft Credits Overview - Soft Credit and Matching Gift Setup - Configure Soft Credit and Matching Gift Rollup Settings - Create Soft Credits - Work with Matching Gifts ### Add and Manage Special Gift Types Download the archive of legacy NPSP documentation for managing grants, memberships, tribute gifts, in-kind gifts, and major gifts in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/special_gift_types_classic.zip) This archive contains these topics: - Create and Manage Grants - Create and Manage Memberships - Create Tribute Opportunities (Honor and Memorial Donations) - Create and Manage In-Kind Gifts - Major Gift Enhancements ## Constituent Engagement Download the archive of legacy NPSP documentation for managing engagement plans and levels in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/engagementplans_classic.zip) This archive contains these topics: - Create and Manage Engagement Plans - Create and Manage Levels ## Manage Campaigns Download the archive of legacy NPSP documentation for managing campaigns in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/campaigns_classic.zip) This archive contains these topics: - Create and Update Campaign Members Through an Opportunity ## Integration and General Administration Download the archive of legacy NPSP documentation for customizing labels and exporting data in the Classic interface. [Download zip archive](https://s3.amazonaws.com/npsp-legacy-docs/admin_classic.zip) This archive contains these topics: - Customizing Labels - Exporting Data with the Apex Data Loader