Donation Records

This section decribes the process for importing donation records. Note that the gift import should not be used for sponsorship payments - there is a separate import for this.

Fields Available for Import

You will notice that the donor name field is not included in the import file. This is because the donor association is made via the Donor ID. The donor ID is either the people ID (for an individual donation) or the business ID (for business donations).

After importing people or business records, you will see both the people/business ID and the import ID you (optionally) included in the import. You will be able to cross-correlate the Delightful Labor donor ID by using this information.

Field Name	Type	Required?	Notes
Donor ID	Integer	Yes	This corresponds to the people ID or business ID of the donor. The donor must already have a record in Delightful Labor.
Account	Text	Yes	The account associated with this donation. It must appear in the Accounts table.
Campaign	Text	Yes	The campaign associated with this donation. It must appear in the campaigns table, and be associated with the specified account.
Amount	Currency	Yes	Examples of valid currency amounts: 123.45 50 -27.99 Invalid values would include: 12,345 (don't use commas) $55.22 (don't use currency symbol)
Accounting Country	Text	No	If specified, use the country name found in "Admin/Lists/Accounting Country of Origin". For example, "US", "UK", "Iceland", etc. If not specified, your organization's default accounting country will be used.
Date of Donation	Date	Yes	Format: yyyy-mm-dd
In-Kind Type	Text	No	If not specified, it is assumed that the gift is monetary. If specified, the in-kind type must appear the In-Kind Donation Type list.
Major Gift Category	Text	No	If specified, this entry must appear in the Major Gift Categories list
Payment Type	Text	Yes	The entry must appear in the Payment Types list
Check Number	Text	No	Maximum of 255 characters.
Import ID	Text or Integer	No	If text, maximum of 40 characters. This field is case sensitive.