Importing New Records - Contact Outside Donations
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 |
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