Follow the steps for Importing New Records

Field Required Type Sample Values Notes
Campaign_Id No Key Id Field "123"  
Campaign_Desc Yes Text "Annual Fund" (See Creating Campaign for additional information)
Campaign_Type Yes Datasource Data "Charity" Must match an existing valid Campaign Type (See Creating Campaign for additional information)
Campaign_Start_Date Yes Date "2024/01/01" Must be before Campaign_End_Date (See Creating Campaign for additional information)
Campaign_End_Date Yes Date "2024/12/31" Must be after or equal to Campaign_Start_Date (See Creating Campaign for additional information)
Campaign_Budget No Integer "10000" Cannot be negative
Campaign_Goal No Integer "50000" Cannot be negative (See Creating Campaign for additional information)
Campaign_Note No Text "Fundraising for 2024"  
Available_Online No Boolean "0" or "1" Indicates if the campaign is available for online giving. (1 = Yes, 0 = No) (See Creating Campaign for additional information)
Fund1_Id to Fund10_Id No Identifier "1" Must match existing valid Fund IDs in the system. If both fund id and fund code are provided, they Must match
Fund1_Code to Fund10_Code No Lookup "General" Must match an existing valid fund code in the system

See also

Schedule Demo

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