--- schema_version: "1" id: 7557b5d15fbcf01dfa8140b52269a035e759a39acb288b76eb95a9e32ff591d1 title: Data Portability for NPSP collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_data_portability.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_data_portability.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 30bdcd7d3add13a5c325d2b5635535a376c5d4286fb479be59871adba92bbeb3 description: Find out more about data portabillity. products: - Nonprofit release: "264" --- # Data Portability for NPSP Find out more about data portabillity. - **[Data Portability for Your Product](https://help.salesforce.com/s/articleView?id=sfdo.npsp_data_portability.htm&release=264.0.0&type=5)** Learn about data portability for NPSP. When your constituents request it, prepare and pack up the data you've received from them so that you can work toward complying with GDPR data portability and export requirements. We offer the following examples of common requests and considerations to help you plan how best to honor constituent requests around data portability. These are only suggestions for your review, and not guaranteed steps for ensuring compliance with any legal rule. ## Data Portability for Your Product Learn about data portability for NPSP. When your constituents request it, prepare and pack up the data you've received from them so that you can work toward complying with GDPR data portability and export requirements. We offer the following examples of common requests and considerations to help you plan how best to honor constituent requests around data portability. These are only suggestions for your review, and not guaranteed steps for ensuring compliance with any legal rule. Keep in mind that addressing constituent requests, including those provided for under the GDPR, can be challenging. A one-size-fits-all strategy may not always work, and you may need to adjust your approach when balancing organizational needs and legal obligations. For example, if exporting personal data to satisfy a GDPR data portability request may violate someone else’s rights, you might consider narrowing the fields in scope rather than exporting all data. If deleting personal data to satisfy a GDPR erasure request may conflict with other requirements around record preservation, you might consider anonymizing certain fields rather than wholesale deletion. As always, there are pros and cons to each approach, including legal and business impacts and risks, and you are responsible for your own compliance obligations in your use of the Salesforce Services and Salesforce.org applications. You should work with your advisors, including legal counsel, to determine whether you are covered under a legal requirement, and come up with a compliance plan that’s best for your organization. Salesforce resources: - [Data Portability: Give Customers Their Data when They Want It](https://help.salesforce.com/articleview?id=data_portability.htm&type=5) - [Export Backup Data](https://help.salesforce.com/articleview?id=admin_exportdata.htm&type=5) - [Export results of SOQL query from workbench](https://help.salesforce.com/articleview?id=000205697&type=1) - [Export Data with Data Loader](https://developer.salesforce.com/docs/atlas.en-us.208.0.dataloader.meta/dataloader/exporting_data.htm) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Remember to review both Salesforce Platform documentation AND Salesforce.org product-specific documentation. In addition to the information in this table, review: - [Data Export for Sales Cloud](https://help.salesforce.com/articleview?id=data_portability_sales.htm&type=5) - [Data Export for Salesforce Platform](https://help.salesforce.com/articleview?id=data_portability_platform.htm&type=5)
Common Constituent Request Actions to Consider Things to Consider
A constituent is moving out of state and will not be volunteering with you any more. He wants to take his information with him. Export Data

Personal data can exist in many different records and fields.

Consider exporting these records and fields for your constituent:

  • Contact
  • Tasks
  • Calendar events
  • Personal data in unindexed, free-text fields

You can find personal data in unindexed fields by exporting the data, and then searching for the information.

You may also consider exporting:

  • Opportunities
  • Recurring Donations
  • Affiliations
  • Relationships
  • Cases
  • Leads
  • Notes
  • Addresses
  • Households
  • Household Accounts
  • Volunteer Shifts
  • Volunteer Hours
  • NPSP Data Import records

The export file should be in a structured, commonly used, machine-readable format that is transferable such as a .csv.

And if that person no longer wants you to keep the personal data you’ve collected, you can delete it.

A major donor decided to not fulfill her pledge and will not make future donations.

She asked for the personal data you collected from her.

 Export Data

Personal data can exist in many different records and fields.

Consider exporting these records and fields for your constituent:

  • Contact
  • Tasks
  • Calendar events
  • Personal data in unindexed, free-text fields

You can find personal data in unindexed fields by exporting the data, and then searching for the information.

You may also consider exporting:

  • Opportunities
  • Recurring Donations
  • Affiliations
  • Relationships
  • Cases
  • Leads
  • Notes
  • Addresses
  • Households
  • Household Accounts
  • Volunteer Shifts
  • Volunteer Hours
  • NPSP Data Import records

The export file should be in a structured, commonly used, machine-readable format that is transferable such as a .csv.

And if that person no longer wants you to keep the personal data you’ve collected, you can delete it.