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Posted January 01, 2025
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Contact_Id Yes Identifier "12345" Must match an existing contact ID in the system
Contact_Indicator Yes Datasource Data "Primary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Donation_Receiver_Contact_Id Yes Identifier "67890" Must match an existing contact ID in the system
Donation_Receiver_Contact_Indicator Yes Datasource Data "Secondary" Must be one of the valid options: "Address," "Primary," or "Secondary"
Given_Date Yes Date "2025/01/15"  
Amount Yes Integer "100"  
Reason No Lookup "Charitable Donation" Must match an existing reason in the system
Comment No Text "For library fund"  
Donation_Receiver_Published_Name No Lookup "Community Fund" Must match an existing published name in the system
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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