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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
|person_id*||Either person_id or organization is required.|
|from_both||Boolean value: yes, y, 1 / no, n, 0 (defaults to “yes” if left blank)|
|credit_card_type||Can be id or description|
|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):|
3: Gift in-Kind
4: Credit Card (Offline)
6: Payroll Deduction
7: Other Property
8: Bank Transfer
10: Credit Card (Online)
11: E-wallet – Paypal
|campaign||Can be id or description|
|fund*||Can be id or description|
|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.|