Importing New Records - Asks
Posted December 06, 2021
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" |
|
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