Salesforce for Nonprofits Setup and Data Migration

$30-250 USD

Closed

Posted

over 6 years ago

$30-250 USD

Paid on delivery

I have a small nonprofit client that is migrating to Salesforce with the Nonprofit Success Pack (NPSP) Account Model Nonprofit Starter Pack. The system needs to be configured. There is live data for the last three months. The historical data is in Excel. I need someone with Salesforce implementation experience to configure the system and map/migrate the data. Then I need someone to train me on the system. The NPSP is a free set of apps ("packages") that you can install in Salesforce to help "translate" Salesforce from its original sales model to a typical nonprofit model. Right now there is one integration coming from [login to view URL] (online fundraising system). I need someone to make sure the data is mapping correctly from Classy; and then help migrate the data from the old system that we exported from Networkforgood.org. We also need a MailChimp and QuickBooks integration into Salesforce.

Database Administration

Database Programming

Salesforce App Development

Salesforce.com

Website Design

Project ID: 16149260

About the project

13 proposals

Remote project

Active 6 yrs ago

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13 freelancers are bidding on average $295 USD for this job

@singhalp

Hi There, I've carefully read the job description. I am a highly trained Salesforce® certified with a strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. I can help you configure the Nonprofit Success Pack and clean up your existing data. I can Transfer your existing data into a template that’s specially designed to structure your donor data for import. -Upload data from the template into the NPSP Data Import custom object. -Contacts (donors, volunteers, etc.) -Accounts (households, organizations, or companies) -Opportunities (donations, memberships, grants) -Processing data imports in batches -Scheduling batch jobs -Post processing using custom Apex code Let me know if we can take this discussion ahead over a quick call. Thanks & regards, Piyush

$244 USD in 3 days

4.8

(38 reviews)

7.3

@appsinvent

hello, we can setup this. We have been handling Non profits such as CLI, cnybaseball and Foot soldier since long time. please let me know if we can discuss more on this. thanks, Amit appsinvent

$352 USD in 20 days

4.8

(47 reviews)

6.7

@rakeshwadhwani

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh

$155 USD in 3 days

5.0

(1 review)

1.8

@donnyforu

Hello, I am salesforce certified solution architect with more than 16 years of experience. All my life i have been doing customization of Salesforce work. I have a vast experience in this. Can demo you more than 10+ similar work. I can do this work with a quality. I am looking for a long term work hence,i have given you the lowest rates possible. I can give you a demo work if required,so you can evaluate my skills. Thank you

$311 USD in 3 days

5.0

(2 reviews)

0.8

@Ricky2018

Hello Reader, I am a highly motivated, creative, and hard-working individual having good understanding of Salesforce. I have migrated huge chunks of data from external applications such as Excel (CSV format) into Salesforce. I have thorough understanding of Salesforce such as . restricting unauthorized access of data by using Profiles. .

$166 USD in 8 days

0.0

(0 reviews)

0.0

@erickhollander

Based on the project description, this is pretty standard practice for Salesforce. I've gone through this type of migration several times. Without knowing what your data looks like right now, it's hard to say exactly how long it will take to import it to Salesforce. The account/contact configuration should be straight forward. I'd like to know how long you've been in your Salesforce org and how many people use it. There are some free apps we can install for the MailChimp and Quickbooks integrations. I am happy to train you on using Salesforce and even doing some configuration (you'll find it's not that hard). If my price is too high, I'd still be happy to train you on using Salesforce for the $250 you asked for.

$1,000 USD in 14 days

0.0

(0 reviews)

0.0

@kastriotthaqig

Hello I am writing to show my interest on your project. I feel that i have a range of relevant excellent Quickbooks skills that i can bring to your project. Additionally on my professional career i have developed a high level of IT skills: I have regularly used Quickbooks, Xero, Excel, Access and the Internet and I am comfortable in sourcing and handling data electronically. During my work with Quickbooks and Excel I have used advanced function regularly such as accounting and financial matter and showed great accuracy with it. I have always handed my work in on time and never missed a deadline, all according the requirements. Looking forward hearing from you. Sincerely !

$222 USD in 3 days

0.0

(1 review)

0.6

@sonakshikar

My extensive knowledge on Salesforce will help you in implementing Salesforce experience and configuring the system and map/migrate the data. Would be also integrating MailChimp and QuickBooks into your Salesforce org.

$155 USD in 3 days