--- schema_version: "1" id: 9b81c65487e29abe4bbb2a1f0c64d5e8fa746d28dfc13274b9f4131ebf3fc521 title: Customize Advanced Mapping collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_use_advanced_mapping.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 871ec666598ce5a7bdb14d43ee897ffb44d1e9d26cc0fd79c977cba8ad591c45 description: Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped. products: - Nonprofit release: "264" --- # Customize Advanced Mapping Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Special thanks to Sarah Amin, TJ Warfield, and Ryan Berens for helping to improve this article. - **[When to Customize Advanced Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** Most organizations can use the pre-configured Advanced Mapping settings without additional customization. Customize Advanced Mapping if you want to map data into an object or field that hasn't yet been mapped. - **[High-Level Steps to Customize Advanced Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** To customize Advanced Mapping, create the necessary objects and fields and connect them using Field Mappings. Follow along with this example scenario to see how a typical nonprofit customizes Advanced Mapping. - **[Confirm the Target Object and Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** The first step in customizing Advanced Mapping is to make sure you have a place for your custom data to land. - **[Create Staging Fields on the NPSP Data Import Object](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** To import data, create a matching field on the NPSP Data Import object for any field you created on another object. - **[Connect Staging and Target Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** Molly is ready for the final step—connecting the Favorite Literary Genre field on Contact with the two Favorite Literary Genre fields on the NPSP Data Import object. - **[Edit or Delete a Custom Object Group](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** Object Groups are collections of field mappings that tell the NPSP Data Import tool what types of records to create or update. Edit or delete custom object groups in NPSP Settings. - **[Edit or Delete a Field Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** Field Mappings relate fields on the NPSP Data Import object to fields on the target object for data import. Edit or delete Field Mappings in NPSP Settings. - **[Objects Available for Advanced Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5)** View the list of objects and fields already included in Advanced Mapping. ## When to Customize Advanced Mapping Most organizations can use the pre-configured Advanced Mapping settings without additional customization. Customize Advanced Mapping if you want to map data into an object or field that hasn't yet been mapped. Most organizations can use the pre-configured Advanced Mapping settings without additional customization. Customize Advanced Mapping if you want to map data into an object or field that hasn’t yet been mapped. For example, maybe you want to track your constituents’ favorite literary genre for a monthly book club and capture that information on their Contact records. Or you want to include a custom field for Preferred Thank You Gift on your Gift Entry form. In these situations, customize Advanced Mapping to include your custom fields in the import or data entry process. Brand-new to Advanced Mapping? Here are some handy resources: - [Understand Field Mappings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_am2_understand_field_mappings.htm&release=264.0.0&type=5 "This article explains Field Mappings, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data") - [Understand Object Groups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_am2_understand_object_groups.htm&release=264.0.0&type=5 "This article explains Object Groups, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data.") - [Extend NPSP Data Importer with Advanced Mapping](https://trailhead.salesforce.com/content/learn/projects/extend-npsp-data-importer-with-advanced-mapping) Trailhead module ## High-Level Steps to Customize Advanced Mapping To customize Advanced Mapping, create the necessary objects and fields and connect them using Field Mappings. Follow along with this example scenario to see how a typical nonprofit customizes Advanced Mapping. Here are the high-level steps to customize Advanced Mapping: 1. **Confirm the target object and fields**. Is the data going into a custom field or object? If these objects or fields haven't yet been created, complete this step. 2. **Create staging fields on the NPSP Data Import object** that correspond to fields on the target object. For example, if you’re importing data into a custom field on Opportunity called "Thank You Gift", you’ll need a "Thank You Gift" field on NPSP Data Import. 3. **Connect a new object in Advanced Mapping (applies only in certain circumstances.)** This step applies only if you have a new custom object. See [Connect a New Object in Advanced Mapping](https://help.salesforce.com/s/articleView?id=sfdo.npsp_am2_connect_new_object.htm&release=264.0.0&type=5 "Advanced Mapping comes with Contacts, Accounts, Opportunities, and other objects already mapped. You can connect additional objects that are directly related to Contacts, Accounts, or Opportunities.") for more information. 4. **Connect staging and target fields** with Field Mappings. To see how customizing Advanced Mapping works in a typical nonprofit, let’s walk through the steps with Molly, a Salesforce admin at Read Now. Read Now is a grassroots organization dedicated to promoting adult literacy. Read Now keeps track of their donors' favorite literary genres to use in marketing campaigns. Along with basic contact information, they include a question about favorite literary genre on their online donor profile forms. The donor profile form collects information about the primary Contact in a Household, as well as optional secondary Contact information. Molly plans to include the Favorite Literary Genre field for both the primary and secondary household members. Let’s follow along with Molly as she sets up Advanced Mapping to include this custom information. ## Confirm the Target Object and Fields The first step in customizing Advanced Mapping is to make sure you have a place for your custom data to land. The first step in customizing Advanced Mapping is to make sure you have a place for your data to land. Is the data going into a custom object? Into custom fields? Do those objects or fields exist? If not, you need to create them. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note If you need a refresher on creating custom objects and fields, see Trailhead modules [Custom Objects: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/create-a-custom-object-quick-look) and [Custom Fields: Quick Look](https://trailhead.salesforce.com/en/content/learn/modules/custom-fields-quick-look). To store Read Now's custom donor information, Molly creates a picklist field on Contact named **Favorite Literary Genre**. Now she's ready to create corresponding staging fields on the NPSP Data Import object. ## Create Staging Fields on the NPSP Data Import Object To import data, create a matching field on the NPSP Data Import object for any field you created on another object. ### Create Fields on NPSP Data Import Since Molly created a picklist field on Contact, she creates a matching field of the same data type on the NPSP Data Import object. She makes sure both fields have the same picklist values, and the same field-level security. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note You can reduce the maintenance of keeping picklists in sync across objects by using Global Picklist Values. See [Create a Global Picklist Value Set](https://help.salesforce.com/articleview?id=platform.fields_creating_global_picklists.htm&type=5) for more information. The NPSP Data Import object contains fields that correspond to many different objects (Account, Contact, Opportunity, and more). To easily distinguish which object a field is mapped to, the Advanced Mapping field naming convention begins with the Object Group name. Molly follows the naming convention and names the new field **Contact1 Favorite Literary Genre**. The Contact1 Object Group represents the primary Contact in a Household. To include the secondary Contact in a Household on the same donor profile form, Molly creates another picklist field with the same picklist values and field-level security, and names it **Contact2 Favorite Literary Genre**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note For more information on Object Groups, see [Understand Object Groups](https://help.salesforce.com/s/articleView?id=sfdo.npsp_am2_understand_object_groups.htm&release=264.0.0&type=5 "This article explains Object Groups, a key component of Advanced Mapping, which is the logic used to process Gift Entry, Elevate, and imported data."). In [Connect Staging and Target Fields with Field Mappings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_use_advanced_mapping.htm&release=264.0.0&type=5 "Customize Advanced Mapping for data import if you want to map data into an object or field that hasn't yet been mapped."), you'll see how to connect these two fields to the Favorite Literary Genre field on Contact. ### Special Field Considerations When your target field is a Master/Detail or checkbox field, there are special considerations for creating the corresponding staging field on the NPSP Data Import object. For a target Master/Detail field, create the corresponding staging field on NPSP Data Import as either a lookup or an 18 character text field to hold the Salesforce ID. For a target checkbox field, create a picklist field on NPSP Data Import. Add the values of True and False to the picklist. True corresponds to a checked state, False corresponds to not checked. ## Connect Staging and Target Fields Molly is ready for the final step—connecting the Favorite Literary Genre field on Contact with the two Favorite Literary Genre fields on the NPSP Data Import object. This step requires creating two Field Mapping records. Let's follow along: 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. Click **System Tools** | **Advanced Mapping**. 3. Click **Configure Advanced Mapping**. 4. In the Contact1 row, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png), then select **View Field Mappings**. 5. Click **Create New Field Mapping**. 6. In the new Field Mapping dialog, select **Contact1 Favorite Literary Genre (Contact1\_Favorite\_Literary\_Genre\_\_c)** as the Source. 7. Select **Favorite Literary Genre (Favorite\_Literary\_Genre\_\_c)** as the Target. 8. Save your work. Molly has created her first Field Mapping record, which connects the NPSP Data Import field Contact1 Favorite Literary Genre with the Favorite Literary Genre field on the Contact object. Now, Molly repeats the steps to connect Contact2 Favorite Literary Genre to Favorite Literary Genre on Contact. This mapping connects the information for the secondary Contact in the Household. This time, she chooses View Field Mappings from the Contact2 row, and selects Contact2 Favorite Literary Genre as the source. She connects it to the same target field on Contact, Favorite Literary Genre. And voila! Molly completed the steps to map her custom field. Now she can include it on Read Now’s donor profile form for both the primary and secondary Household members. ## Edit or Delete a Custom Object Group Object Groups are collections of field mappings that tell the NPSP Data Import tool what types of records to create or update. Edit or delete custom object groups in NPSP Settings. 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. Click **System Tools** | **Advanced Mapping**. 3. Click **Configure Advanced Mapping**. 4. In the row for the custom Object Group to edit, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) and select **Edit**. To delete a custom Object Group, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) and select **Delete**. 5. Make your changes, then save your work. ## Edit or Delete a Field Mapping Field Mappings relate fields on the NPSP Data Import object to fields on the target object for data import. Edit or delete Field Mappings in NPSP Settings. To edit or delete a Field Mapping for a standard or custom Object Group: 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. Click **System Tools** | **Advanced Mapping**. 3. Click **Configure Advanced Mapping**. 4. In the row for the Object Group with Field Mappings to edit or delete, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) and select **View Field Mappings**. 5. In the row for the Field Mapping to edit, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) and select **Edit**. To delete a Field Mapping, click ![Show actions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png) and select **Delete**. 6. Make your changes, then save your work. ## Objects Available for Advanced Mapping View the list of objects and fields already included in Advanced Mapping. For a list of Object and Fields already included in Advanced Mapping see [Standard NPSP Data Import Fields](https://help.salesforce.com/s/articleView?id=sfdo.npsp_standard_di_fields.htm&release=264.0.0&type=5 "This article includes reference information about the fields in the NPSP Data Import object, the mapping to target NPSP objects, and information about columns in the NPSP Data Importer Templates."). These are the Salesforce objects available for Advanced Mapping. Is there another object you'd like to map? Please [add an Idea on the IdeaExchange](https://trailblazer.salesforce.com/ideasearch) to request it.