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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. |