Nonprofit Starter Pack (NPSP) - Legacy Documentation

This page provides documentation for previous versions of the Nonprofit Starter Pack. Please be aware that Salesforce no longer supports these versions. The information in these documents may be incomplete or inaccurate.

For information and documentation about the latest version of the Nonprofit Success Pack, visit the Nonprofit Success Pack.

Households

Download the legacy NPSP 2.0 households documentation.

Download zip archive

The archive contains these topics:

  • Households Interface
  • Household Naming
  • Controlling Who Gets a Household
  • Creating Households for Contacts without Households
  • Installing Households v2.4

Contacts & Organizations

Download the legacy NPSP 2.0 contact and organizations documentation.

Download zip archive

The archive contains these topics:

  • What is an Account Model?
  • NPSP and Person Accounts
  • Lead Conversion
  • Working with Memberships
  • Merging Contacts
  • Changing Contacts & Organizations Settings
  • Updating to Contacts & Organizations Version 2.1
  • Soft Credits
  • Controlling Household Member Opportunity Contact Roles

Payments

Download the legacy NPSP 2.0 payments documentation.

Download zip archive

The archive contains these topics:

  • Working With Payments
  • Adding Payments to Existing Opportunities
  • Mapping Opportunity Fields to Payments

Rollups

Download the legacy NPSP 2.0 rollups documentation.

Download zip archive

The archive contains these topics:

  • How do Rollups Work?
  • Fiscal Year Rollups
  • Controlling Opportunity Rollups
  • Recalculating Opportunity Rollups
  • Troubleshooting Rollups
  • Understanding Rollup Errors
  • User Defined Rollups

Recurring Donations

Download the legacy NPSP 2.0 Recurring Donations documentation.

Download zip archive

The archive contains these topics:

  • Creating New Recurring Donations
  • Editing Existing Recurring Donations
  • Deleting Existing Recurring Donations
  • Configuring & Understanding Recurring Donations General Settings
  • Working with Custom Labels in Recurring Donations
  • Configuring & Understanding Custom Field Mappings
  • Configuring & Understanding Custom Installment Periods
  • Recurring Donations 2.0 Features
  • Updating or Installing Recurring Donations 2.0
  • Understanding the Batch Process & Updating Donations

Relationships

Download the legacy NPSP 2.0 relationships documentation.

Download zip archive

The archive contains these topics:

  • Relationships General Settings
  • Creating New Relationships
  • Auto-Created Relationships
  • Editing Existing Relationships
  • Relationships 2.0 Features
  • Installing or Updating to Relationships 2.0
  • Relationships Advanced Configuration & Settings
  • Reciprocal Relationships & Gender Configuration
  • Using the Relationships Viewer

Affiliations

Download the legacy NPSP 2.0 affiliations overview.

Download zip archive

The archive contains these topics:

  • Affiliations Overview

Data Management / General Administration

Download the legacy NPSP 2.0 data management and general administration documentation.

Download zip archive

The archive contains these topics:

  • Uploading Opportunities
  • Finding Your Package Versions
  • Current Package Versions
  • Editing Custom Labels
  • Installing the NPSP from the Appexchange
  • Uninstalling the NPSP
  • Nonprofit Starter Pack Conversion