Contents
- Index
Fields that can be imported/exported:
Donor File: Donations File:
Donor # Donor #
Envelope # Envelope #
Donor's Full Name Donor Name
Donor's First Name Date
Donor's Middle Name Donation Amount
Donor's Surname Category name or #
First line of address Payment method or check #
Second line of address Note on donation
City Where, when or why donation was given
Province/State (i.e. reason for donation)
Postal/Zip Code Motivation Code
Country First line of address
Salutation Second line of address
Dear City
Spouse and/or Children Province/State
Title Postal/Zip Code
Company Name Country
Auto Name/Env# This field has the donor's full name and
may also include their envelope #.
Auto Address/Tel# This field can be a city, province/state or postal/zip code,
or a combination of them. It can also be a phone # .
The software will determine what each field is and
handle it accordingly.
Telephone # Up to 4 different numbers.
If the area code is missing in the text file it will
use the area code of the organization's phone #.
Email Address (Up to 3 different ones)
Donor Type Either as a single letter abbreviation or a name.
Donor Characteristics Either as a single letter abbreviation or a name.
Donor Type & Characteristics combined in one field
Receipt Type Preferred
Date started The date the donor was entered into the database.
Date of last donation
Birthday
Membership Expiry Date
Comments
Receipt Memo
Envelope # used before they were re-assigned
Mail Delivery Code A character code used to hand deliver mail or a mailbox #.
Type of relationship Eg: sponsor, spouse, child, sibling, friend
Donor# of donor with relationship from this donor
To import parent/child relationships, each line in your
file for a child would have their info, the word child
in the Type of Relationship column and the parent's
donor# in the Relationship From Donor# column.