What method should be recommended for a nonprofit needing to enter numerous contacts and create cases?

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For a nonprofit organization needing to enter numerous contacts and create cases, the best method to recommend is to configure the NPSP Data Importer. This tool is specifically designed for bulk importing data, such as contacts and cases, into the Nonprofit Success Pack (NPSP).

The NPSP Data Importer has a streamlined process that makes it easier to map fields from a CSV file to the corresponding fields in Salesforce. It also allows for the import of multiple records at once, which is essential for organizations that need to onboard a large number of contacts and associated cases efficiently. When organizations use this tool, they can save time and reduce the risk of errors that might occur with manual entry.

While the Data Import Wizard is useful for a range of import tasks, it lacks the tailored features that the NPSP Data Importer provides specifically for nonprofits. The other options, such as installing Case Management or creating a web-to-case form, may be beneficial in certain scenarios but do not address the immediate need for bulk contact entry and case creation effectively.

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