PrintCrate
The gap
Donor mailings shouldn't mean leaving Salesforce.
The documented workaround is a detour
NPSP's own docs point admins to CSV export plus a Word mail merge — a manual, error-prone process for something as routine as an annual appeal letter.
Donor lists change constantly
New donors, address updates, opt-outs — re-exporting for every mailing means re-doing the mail-merge setup every time, not just re-running it.
Data shouldn't leave the org
Donor contact information going into a separate desktop tool is one more place it can be mishandled or go stale.
How PrintCrate fits
Select donors on a list view, print, done.
Without PrintCrate
- Export donor Contacts/Accounts to CSV
- Open Word, run a mail merge, fix formatting
- Re-do the whole process for every mailing
With PrintCrate
- Select donors directly on the Contact or Account list view
- Save the field mapping once, reuse it every appeal
- Print-ready PDF in three clicks, data never leaves Salesforce
Print your next appeal letter without a CSV detour.
The setup guide walks through assigning the permission set and running your first mailing.