What two steps should consultants take for migrating client and program data in NPSP?

The choice of uploading client information using the NPSP Data Importer is essential for effectively migrating data in the context of Nonprofit Success Pack (NPSP). The NPSP Data Importer is specifically designed to facilitate importing complex nonprofit-specific data, such as client and constituent records, activities, and relationships, in a streamlined manner. This tool allows consultants to efficiently map data fields from external sources to the corresponding fields in Salesforce, ensuring data integrity and minimizing errors during the migration process.

Utilizing the NPSP Data Importer for client data aligns with best practices for nonprofits that need to maintain accurate records of their constituents, enabling them to leverage Salesforce’s powerful capabilities to manage relationships, track engagements, and monitor program outcomes. This step integrates smoothly into the broader context of how nonprofits use the NPSP to manage their operations.

On the other hand, while the Data Import Wizard can serve various data import needs, it is more suitable for simpler data structures and may lack some of the specific functionalities required for nonprofit data, such as handling relationships or program data intricately. Therefore, for the effective migration of client information within the NPSP framework, the use of the NPSP Data Importer is the correct approach.