Client Records
Here are the fields that may be imported for new client records:
Field Name |
Type |
Required? |
Notes |
Last Name |
Text |
Yes |
Maximum of 80 characters. |
First Name |
Text |
Yes |
Maximum of 80 characters. |
Middle Name |
Text |
No |
Maximum of 80 characters. |
Gender |
Text |
Yes |
This field must be one of the following: "Male", "Female", "Unknown" |
Address 1 |
Text |
No |
Maximum of 80 characters. |
Address 2 |
Text |
No |
Maximum of 80 characters. |
City |
Text |
No |
Maximum of 80 characters. |
State |
Text |
No |
Maximum of 40 characters. |
Country |
text |
No |
Maximum of 80 characters. |
Zip |
Text |
No |
Maximum of 40 characters. |
Phone |
Text |
No |
Maximum of 40 characters. |
Cell |
Text |
No |
Maximum of 40 characters. |
|
Text |
No |
Maximum of 140 characters. |
Import ID |
Text or Number |
No |
This field is useful when importing from another system that provides record IDs. When importing gifts, you can use the newly assigned peopleID and the Import ID to correlate the donors. If text, maximum of 40 characters. This field is case sensitive. |
Max # Sponsors |
Number |
Yes |
Maximum number of sponsors a client may have |
Birth Date |
Date |
Yes |
Format: yyyy-mm-dd For example, November 1st 2012 would be:2012-11-01 |
Date Entered in Program |
Date |
Yes |
Format: yyyy-mm-dd For example, November 1st 2012 would be:2012-11-01 |
Bio |
Text |
No |
No limit |
Location |
Text |
Yes |
The entry must match an entry in the Client Location list (more info here) |
Status Category |
Text |
Yes |
The entry must match an entry in the Client Status list (more info here) |
Vocabulary |
Text |
Yes |
The entry must match an entry in the Client Vocabulary list (more info here) |
Sponsorship Programs |
Text |
No |
Sponsorship programs the client participates in. Multiple programs may be specified (separated by line feed). The entry or entries must match entries in the sponsorship program list (more info here) |
Initial Status |
Text |
Yes |
Initial client status. This entry must be a status entry within the specified status category (more info here) |
The client import feature became available with Delightful Labor release 2.010.