*Full Name OR First Name*: While the first name is a required field for a contact record, you’ll want to enter the donor’s full name when possible. Donor Management will break the name down into the corresponding parts (such as prefix, first name, last name, etc.) when this field is present.

External User ID: This field is used if your historic data includes a unique ID for each of your contact records.

Prefix: This field can help indicate if a contact uses a title such as Mr., Mrs., Ms., Dr., Rev., etc.

Middle Name: This field can be used to list a contact's middle name, if you haven't entered the full name of your contact already.

Last Name: This field can be used to list a contact's last name, if you haven't entered the full name of your contact already.

Suffix: This field can help indicate if a contact has a suffix following their name, such as Jr., M.D., Ph.D, USAF Ret., etc.

Full Address: This field is where you can enter a contact’s home address; this field is also one of the ones used to automatically create households within Donor Management. (If you only have a partial address - such as the city and state - you'll instead want to use the other "address" fields listed below.)

Address: This field is where you can enter the first line of a contact's home address, such as house number and street name. (If you've entered the full address in the field above, you can omit this field.)

Address 2: This field is where you can enter the second line of a contact's home address, such as their apartment or unit number. (If you've entered the full address in the field above, you can omit this field.)

City: This field is where you can enter the city in which the contact lives. (If you've entered the full address in the field above, you can omit this field.)

State: This field is where you can enter the state in which the contact lives. (If you've entered the full address in the field above, you can omit this field.)

Zip Code: This field is where you can enter the zip code of the contact. (If you've entered the full address in the field above, you can omit this field.)

Country: This field is where you can add the country in which the contact lives. (If you've entered the full address in the field above, you can omit this field.)

Email: Email addresses can be used as a unique identifier in Donor Management, so each contact record will require a unique primary email address. While email addresses aren’t a required field, we strongly recommend including them when possible.

Secondary Email: This field allows you to store a secondary email contact for a contact record. (This email address cannot be the same as the one entered in the "email" or "work email" fields.)

Work Email: This field allows you to store a secondary work email for a contact record. (This email address cannot be the same as the one entered in the "email" or "secondary email" fields.)

Mobile Phone: This field is where you should list a contact’s mobile phone number, especially if you have texting features enabled in Donor Management. If a mobile phone number is listed in a different phone number field – or if a home phone is listed in the mobile phone field – then the texting features won’t work correctly for that contact.

Home Phone: This field is where you can enter a contact’s home phone number – or a number that a contact uses as a home phone. (Please remember that any number placed in this field won’t be used in any texting features.)

Employer: This field is where you can list a contact’s employer, if relevant to their donor history.

Job Title: This field is where you can include a contact’s job title, if relevant to their donor history.

Date of Birth: This field allows you to track your contact’s birthdays, and send a birthday note when the time comes. (If you are only including a partial date of birth - such as year only, or just the month and day, you'll instead want to use the other "date of birth" fields listed below.)

Date of Birth Day: This field is where you can enter the numerical date of your contact's birthday, such as "6" or "23." (If you've entered the full date of birth in the field above, you can omit this field.)

Date of Birth Month: This field is where you can enter the month of your contact's birthday in numerical form, such as "6" for June or "10" for October. (If you've entered the full date of birth in the field above, you can omit this field.)

Date of Birth Year: This field is where you can enter the four-digit year of your contact's birthday, such as "1989" or "2001." (If you've entered the full date of birth in the field above, you can omit this field.)

Gender: This customizable field allows your donors to self-identify their gender, and can help you better understand the demographics of your constituents.

Receive Emails: This field (listed as either “true” or “false”) indicates whether the contact’s primary email address can receive emails or has been unsubscribed from email communications.

User Notes: This is where you can enter any additional information you'd like included in the "Notes" section on a contact's profile.

Full Work Address: This field allows you to store your contact’s work address; however, this field won’t be used when creating direct mail communications in Donor Management. (If you only have a partial work address - such as the city and state - you'll instead want to use the other " work address" fields listed below.)

Work Address: This field is where you can enter the first line of a contact's work address, such as building number and street name. (If you've entered the full address in the field above, you can omit this field.)

Work Address 2: This field is where you can enter the second line of a contact's work address, such as their suite number. (If you've entered the full address in the field above, you can omit this field.)

Work City: This field is where you can enter the city in which the contact's work address is located. (If you've entered the full address in the field above, you can omit this field.)

Work Phone: This field allows you to store a secondary work number for possible future outreach; however, any number listed in this field will not have texting features enabled.

Work State: This field is where you can enter the state in which the contact's work address is located. (If you've entered the full address in the field above, you can omit this field.)

Work Zip Code: This field is where you can enter the zip code of the contact's work address. (If you've entered the full address in the field above, you can omit this field.)

Work Country: This field is where you can add the country in which the contact's work address is located. (If you've entered the full address in the field above, you can omit this field.)

Photo URL: This field is where you can enter a full URL (including "https://...) to a photo you'd like displayed alongside the contact's record. The original photo will be displayed as a cropped 300x300 thumbnail on the individual contact's record.

Formal Greeting: This field is where you can enter the formal greeting that your contact wishes to be addressed as, and can be pulled into personalized communications in Donor Management. A formal greeting typically looks like “Mr. and Mrs. Smith,” or “Mr. and Dr. Johnson.”

Informal Greeting: This field is where you can enter an informal greeting for your contact, and also can be pulled into personalized communications in Donor Management. An informal greeting typically looks like “Jane,” or “Tim and Larry.”

Head of Household: This field is where you can indicate which member of a household is the “head” of the household. Whatever is listed under a head of household’s “formal greeting,” “informal greeting,” and “household name” will then be applied to each member of that household.

Household Name: This field is where you can enter a name that addresses an entire household, which can be particularly helpful when creating mailing labels and sending direct mail communications. A household name can look like “The Jones household,” “The Lopez-Smiths,” or “The Andrews and Campbell family.”

*Email OR Contact ID*: In order to add a donation record, you must also include the email (or contact ID) of the donor; this is how the platform will recognize who to assign the donation to.

*Amount*: This field is where you should enter the amount of the donation. This field must have a positive number greater than zero, with no punctuation listed (other than a decimal point to differentiate dollars and cents) - so no dollar signs ($) should be included. (The exception to this rule is for in-kind donations - in which the amount can be listed as "0".)

*Donation Date*: This field is where you should enter a complete date of when the donation was made. If possible, we recommend putting the date in a YYYY/MM/DD format in this field.

*Payment Method*: This field allows you to indicate how the contact paid for a donation (such as through cash, check, credit card, etc.). If you aren’t sure, you can enter “other” in this field.

Campaign: This field is where you can enter a name of a campaign that this donation should correspond to. If this field is left blank, the donation will be listed as “uncategorized.”

Designation: This field, sometimes called “fund” in other systems, is where you can enter where this donation should specifically be allocated to.

Acknowledged: This field should state "true" if you'd like the donation to be listed as already acknowledged in Donor Management, and "false" or left blank if the donation should be listed as requiring further acknowledgement.

Payment Description: This field can include additional relevant information related to the description, such as a check number.

Description: This is where you can enter any additional information you'd like included in the "Notes" section on a donation record.

Fair Market Value: This field allows you to indicate if there is a part of a donation that was made that isn’t considered tax-deductible. That way, your tax receipts and acknowledgements will be accurate for your donors and their own records.

Tribute Name: This field should include the name of a person that this donation is meant to honor or memorialize. (If using this field, you must also indicate what type of tribute this donation is under the "Tribute Type" field.)

Tribute Notification Method: This field should list if the tribute's honoree should be notified, and how. The available options are "none," "mail," "email," or "not specified."

Tribute Type: This field, required if the "Tribute Name" field has data listed, should indicate what type of tribute the donation is designed to be. The available options are "honor," "memorial," "on behalf," or "not specified."

Organization Name: For an "organization" contact, you'll need to include the name of the organization that has made the donation.

Organization Full Address: This field is where you can enter an organization's business address. (If you only have a partial address - such as the city and state - you'll instead want to use the other "address" fields listed below.)

Organization Address: This field is where you can enter the first line of an organization's business address, such as house number and street name. (If you've entered the full address in the field above, you can omit this field.)

Organization Address 2: This field is where you can enter the second line of an organization's business address, such as their suite number. (If you've entered the full address in the field above, you can omit this field.)

Organization City: This field is where you can enter the city in which the organization is headquartered, or where their local office is located. (If you've entered the full address in the field above, you can omit this field.)

Organization State: This field is where you can enter the state in which the organization is headquartered, or where their local office is located. (If you've entered the full address in the field above, you can omit this field.)

Organization Zip Code: This field is where you can enter the zip code where the organization is headquartered, or where their local office is located. (If you've entered the full address in the field above, you can omit this field.)

Organization Country: This field is where you can add the country where the organization is headquartered, or where their local office is located. (If you've entered the full address in the field above, you can omit this field.)

Organization Email: Email addresses can be used as a unique identifier in Donor Management, so each organization record will require a unique primary email address. While email addresses aren’t a required field, we strongly recommend including them when possible.

Organization External ID: This field is used if your historic data includes a unique ID for each of your contact records.

Organization Notes: This is where you can enter any additional information you'd like included in the "Notes" section on an organization's contact profile.

Organization Phone: This field is where you can enter a contact’s business phone number. (Please remember that any number placed in this field won’t be used in any texting features.)

Organization Photo URL: This field is where you can enter a full URL (including "https://...") to a photo you'd like displayed alongside the organization's contact record. The original photo will be displayed as a cropped 300x300 thumbnail on the individual contact's record.

Organization Website: This field is where you can enter a full URL (including "https://...") to the organization's website.

*Full Name OR First Name*:

Middle Name

Last Name

Prefix

Suffix

Full Address

Address

Address 2

City

State

Zip Code

Country

Informal Greeting

Job Title

Mobile Phone

Personal Email

Secondary Email

Receive Emails

Photo URL

Work Email

Full Work Address

Work Address

Work Address 2

Work City

Work Phone

Work State

Work Zip Code

Work Country

Date of Birth

Date of Birth Day

Date of Birth Month

Date of Birth Year

External User ID

Formal Greeting

Gender

How do I choose the most common or relevant data fields?

How do I prepare my data for self-import?

How do I avoid some of the most common self-importing errors?

How do I get assistance exporting historic data from former systems?