A consultant is migrating historic donation records into a nonprofit's Salesforce org.

When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:

Check the Do Not Automatically Create Payment Field:

When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.

This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.

Manually Create Payments:

After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.

Ensure each Payment is correctly associated with the corresponding Opportunity.

Validation:

Validate the imported data to ensure all Payments are correctly matched with the Opportunities.

This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.