Salesforce Non-Profit Success Pack (NPSP) Setup Instructions

It's time to setup your Dataro integration for NPSP. Here's how it works.

1. Dataro will send you a custom URL to authorise our Connected App with your Salesforce instance.
2. You will need to enter the link into your browser.
3. Then, log in to Salesforce
   
4. Then, Allow Access
   
   This allows us to:
   

   • Access your basic information: This allows us to know who is connected to our service

   • Access and manage your data: This gives us permission to access your data so we can build the propensity models.

   • Perform requests on your behalf at any time: This gives us permission to access your Salesforce data, even while you are not logged into the platform.

5. You are now connected to Dataro! It's time to proceed to campaign tagging.