Importing New Records - Asks
Follow the steps for Importing New Records.

Field Required Type Sample Values Notes
Donor_Id Yes, if Donor_Published_Name is not specified Identifier "123"  
Donor_Indicator Yes Lookup "Address", "Primary", or "Secondary" See Contact for more info.
Fiscal_Year Yes Lookup "20212022"  
Campaign_Id Yes Identifier "123" Development > Campaigns
Ask_Date Yes Date "2021/07/01" See Ask for more info.
Ask_Closed_Yes_No Yes Datasource Data "Yes", "No" See Recording Ask Result for more info.
Solicitor_Id No Identifier "123" Development  > Contacts
Solicitor_Indicator Yes, if Solicitor_Id or Solicitor_Published_Name is specified Lookup "Address", "Primary", or "Secondary"  
Ask_Amount No Decimal "100"  
Ask_Note No Text "abc123"  
Ask_Result No Datasource Data "Donation Received" See Recording Ask Result for more info.
Ask_Result_Note No Text "abc123"  
Ask_Rating No Datasource Data "5" See Ask for more info.
Probability No Integer "85" See Ask for more info.
Assigned_Employee_UserId No Identifier "ab46ff33-1ccb-4055-876f-35461dfc4877" User Id is found in Security > Users dashboard.  See Ask for more info.
Donor_Published_Name Yes, if Donor_Id is not specified Lookup "Jane Doe"  
Solicitor_Published_Name No Lookup "Jane Doe"

See also

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