A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.
What should the consultant recommend to meet the requirement?

Question

A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.

What should the consultant recommend to meet the requirement?

Eric Tegels · Accepted Answer

Use Data Import Wizard to insert Contacts and related Cases.

Eric Tegels · Answer

Configure NPSP Data Importer to upsert Contacts with related Cases.

Eric Tegels · Answer

Install Case Management to upsert Contacts and relate them to Cases.

Eric Tegels · Answer

Create a web-to-case form that case managers will use to record the contact details.

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