| Contact_Id |
Yes, unless lookup fields are used to identify the contact |
Identifier |
"456" |
Must match an existing Contact Id in the system |
| Contact_Indicator |
Yes |
Datasource Data |
"Primary" |
Must be one of: Primary, Secondary, or Address |
| Giving_Type |
Yes |
Datasource Data |
"Gift" |
Must be one of: Gift or Pledge |
| Giving_Amount |
Yes |
Decimal |
"500.00" |
|
| Giving_Date |
No |
Date |
"2024/02/01" |
Must be within associated campaign dates |
| Note |
No |
Text |
"Giving Note Example" |
|
| Giving_Description |
No |
Text |
"Annual Fund Donation" |
|
| Entered_Date |
No |
Date |
"2024/02/02" |
|
| Anonymous_Until |
No |
Date |
"2025/01/01" |
|
| Alternate_Giving_Salutation |
No |
Text |
"Mr. & Mrs. Smith" |
|
| Online_Gift |
No |
Boolean |
"1" |
|
| Non_Tax_Deductible_Amount |
No |
Decimal |
"50.00" |
|
| Event_Id |
No |
Identifier |
"789" |
Must match an existing Event Id in the system |
| Matching_Gift_Id |
No |
Identifier |
"123" |
Must match an existing Matching Gift Id in the system |
| Solicitor_Id |
No |
Identifier |
"789" |
Must match an existing Solicitor Id in the system |
| Solicitor_Indicator |
No |
Datasource Data |
"Secondary" |
Must be one of: Primary, Secondary, or Address |
| Default_Allocation_Campaign_Id |
Yes, unless lookup fields are used to identify the campaign |
Identifier |
"123" |
Must match an existing campaign Id in the system |
| Default_Allocation_Campaign_Description |
No, unless Default_Allocation_Campaign_Id is not specified |
Lookup |
"Unrestricted Endowment" |
Must match an existing campaign description in the system |
| Default_Allocation_Fund_Id |
Yes, unless lookup fields are used to identify the fund |
Identifier |
"456" |
Must match an existing Fund Id in the system associated with the attached campaign |
| Default_Allocation_Fund_Desc |
No, unless Default_Allocation_Fund_Id is not specified |
Lookup |
"Alumni Fund" |
Must match an existing Fund description in the system associated with the attached campaign |
| Due_Amount |
Yes |
Decimal |
"150.50" |
|
| Due_Date |
Yes |
Date |
"2025/02/06" |
|
| Paid_Amount |
No |
Decimal |
"100.00" |
|
| Paid_Date |
No |
Date |
"2025/02/05" |
|
| Payment_Method |
No |
Datasource Data |
"Credit Card" |
The values used must match the values found in the system. Custom values can be added. |
| Check_Date |
No |
Date |
"2025/02/05" |
|
| Reference_Number |
No |
Text |
"123abc" |
|
| Payment_Comment |
No |
Text |
"Paid" |
|
| Payment_Allocation_Campaign_Id |
No |
Identifier |
"123" |
Must match an existing campaign Id in the system |
| Payment_Allocation_Campaign_Desc |
No |
Lookup |
"Unrestricted Endowment" |
Must match an existing campaign description in the system |
| Payment_Allocation_Fund_Id |
No |
Identifier |
"456" |
Must match an existing Fund Id in the system associated with the attached campaign |
| Payment_Allocation_Fund_Desc |
No |
Lookup |
"Alumni Fund" |
Must match an existing Fund description in the system associated with the attached campaign |
| Descriptor_Type_Id1 |
No |
Identifier |
"123" |
Must match an existing Donation Attribute Type Id in the system |
| Descriptor_Attribute_Desc1 |
No |
Lookup |
"Major Donor" |
Must match an existing donation attribute in the system |
| Descriptor_Category1 |
No |
Lookup |
"Platinum" |
Must match an existing donation attribute category in the system |
| Descriptor_Comment1 |
No |
Text |
"VIP donor" |
|
| Soft_Credit_Contact_Id1 |
No |
Identifier |
"7788" |
must match an existing Contact Id in the system |
| Soft_Credit_Contact_Published_Name1 |
No |
Lookup |
"John and Jane Doe" |
Must match an existing contact published name in the system |
| Soft_Credit_Contact_Indicator1 |
No |
Lookup |
"Primary" |
Must be one of: Primary, Secondary, or Address |
| Soft_Credit_Amount1 |
No |
Decimal |
"250.00" |
|
| Recognition_Name1 |
No |
Text |
"Smith Family" |
|
| Recognition_Household_Id1 |
No |
Identifier |
"5566" |
Must match an existing Household Id in the system |
| Recognition_Household_Name1 |
No |
Lookup |
"Smith Household" |
Must match an existing household name in the system |
| Recognition_Household_Indicator1 |
No |
Lookup |
"Secondary" |
Must be one of: Primary, Secondary, or Address |
| Recognition_Note1 |
No |
Text |
"Lifetime Contributor" |
|
| Recognition_Occasion1 |
No |
Text |
"Memorial Gift" |
|
| Recognition_Category1 |
No |
Datasource Data |
"Legacy Donor" |
Must match an existing recognition category under lookups in the system |
| Lookup_Contact_Id |
No, unless Contact_Id is not specified |
Lookup |
"123" |
Must match an existing Contact Id in the system |
| Lookup_Household_Id |
No, unless Contact_Id is not specified |
Lookup |
"456" |
Must match an existing Household Id in the system |
| Lookup_Household_Name |
No, unless Contact_Id is not specified |
Lookup |
"Smith Household" |
Must match an existing Household Name in the system |
| Lookup_Household_Address |
No, unless Contact_Id is not specified |
Lookup |
"123 Main St" |
Must match an existing Household Address in the system |
| Lookup_Household_Alternate_Id |
No, unless Contact_Id is not specified |
Lookup |
"789" |
Must match an existing Household Alternate Id in the system |
| Lookup_Parent1_First_Name |
No, unless Contact_Id is not specified |
Lookup |
"John" |
must match an existing Parent 1 First Name in the system |
| Lookup_Parent2_First_Name |
No, unless Contact_Id is not specified |
Lookup |
"Jane" |
Must match an existing Parent 2 First Name in the system |
| Lookup_Parent1_Alternate_Id |
No, unless Contact_Id is not specified |
Lookup |
"123" |
Must match an existing Parent 1 Alternate Id in the system |
| Lookup_Parent2_Alternate_Id |
No, unless Contact_Id is not specified |
Lookup |
"456" |
Must match an existing Parent 2 Alternate Id in the system |
| Posted_Date |
No |
Date |
"2024/02/05" |
|
| Voided_Date |
No |
Date |
"2024/02/06" |
|