Importing New Records - Contact Financial Info
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Contact_Id Yes Identifier "123" 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."
Amount Yes Integer "100"  
Fin_Info_Date Yes Date-Time "2025/01/15 14:30"  
Information_Source Yes Lookup "Fundraiser" Must match an existing information source in the system.
Information_Type Yes Lookup "Donation" Must match an existing information type in the system.
Comment No Text "First-time donor"

See also
Importing New Records    Donation    Contact    Fund    DAT   

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