As of July 12, 2021, this "Learn Veracross" site has been deprecated. It will remain live at least through July 2022, but will no longer be updated. All knowledge content has moved to the new Veracross Community. Please update your bookmarks.
Overview
This article covers the fields available on the Donations upload template. Read more about using the Veracross Data Importer.
Fields on the Import Type Template
Prepare a comma separated value (CSV) file containing all of the following fields in any order, even if some non-required fields will contain no data. A CSV template with the field names pre-populated is available to download from the Data Importer site.
- Required fields are marked with an asterisk (*)
- Fields that can be an id or description must be existing values in the database
| FIELD | COMMENT |
| person_id* | Either person_id or organization is required. |
| organization_id* | |
| group_event_id | |
| from_both | Boolean value: yes, y, 1 / no, n, 0 (defaults to “yes” if left blank) |
| credit_card_type | Can be id or description |
| receipt_date* | |
| receipt_amount* | |
| reward_fmv | The fair market value for the reward. This field must be filled out with a value above $0 if the reward type field is specified. |
| payment_method* | Can be id or description (Please select "Other" if the desired option does not exist): 1: Check 2: Cash 3: Gift in-Kind 4: Credit Card (Offline) 5: Stock 6: Payroll Deduction 7: Other Property 8: Bank Transfer 9: Other 10: Credit Card (Online) 11: E-wallet – Paypal |
| check_number | |
| check_date | |
| campaign | Can be id or description |
| fund* | Can be id or description |
| pledge_id | |
| in_honor_of | |
| notes | |
| in_memory_of | |
| reward_type | Can be id or description |
| profile_code | Can be id or description |
| job_number | Use the project number found on the General tab of a donation detail screen. |
| project_cost_rev_code | Use the Project Cost/Rev Code found on the General tab of a donation detail screen. Note that this field is configurable, so you will see different options depending on your configuration. Configure them on the the System homepage. |