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Posted May 26, 2021
Please begin by following Importing New Records.

Field Required Type Sample Values Notes
donor_id Yes, unless lookup fields are used to identify the contact record Identifier “1234” It is the same as the household id. If the donor id is not available, the lookup fields can be used to identify the correct contact record..
donor_indicator Yes Datasource Data “Address”, “Primary”, or “Secondary”
attribute_id Yes, unless lookup fields are used to identify the contact record Identifier “12” This field can be pulled from DAT.
lookup_household_name No Lookup “Smith Family” This field can be used to lookup contact id when donor_id is not available.
lookup_household_address No Lookup “123 Main Street” This field is the same as the household address. This field can be used to lookup contact id when donor_id is not available.
lookup_household_alternate_id No Lookup “1234” This field is the same as the household alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_parent1_first_name No Lookup “John” This field is the same as the Parent 1 firstThis field can be used to lookup contact id when donor_id is not available
lookup_parent2_first_name No Lookup “Jane” This field is the same as the Parent 2 first name. This field can be used to lookup contact id when donor_id is not available
lookup_parent1_alternate_id No Lookup “1234” This field is the same as the parent 1 alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_parent2_alternate_id No Lookup “1234” This field is the same as the parent2 alternate id. This field can be used to lookup contact id when donor_id is not available
lookup_category_id No Lookup “1234” This field is the same as category id and can be pulled from DAT. This field can be used to lookup attribute id when attribute_id is not available
lookup_category No Lookup “Parent” This field must be an attribute category that is saved as an Attribute Category in Maintenance > Contact Attributes. This field can be used to lookup attribute id when attribute_id is not available
lookup_attribute Yes, if lookup_attribute_id is not specified Lookup “Parent of Alumni” This field must be an attribute description that is saved in an Attribute in Maintenance>Contact Attributes. This field can be used to lookup attribute id when attribute_id is not available
attribute_comment No Text Any text Comment format must match the data type. Example: if data type is set to integer, then comment must be in integer format.
attribute_begin_year No Integer 20192020 This is the start year for the attribute.
attribute_end_year No Integer 20192020 This is the end year of the attribute.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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