Importing New Records - Contact Financial Info
Posted January 01, 2025
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" |
|
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