Category

Item Import Fields

Below is a listing of our available Item fields. Please note the Always Required fields, as well as the Required if Field is Mapped as these two columns can cause issues if not present on your import. 

Column Name

Type

Maximum Character Limit

Always Required

Required If Field Is Mapped

Notes/Restrictions

Item Name

Alpha Numeric

127

Yes

 

Values must be unique in file and in existing database

Item Number

Numeric

9

 

Yes

 

Item Type

Alpha Numeric

127

 

 

 

Category

Alpha Numeric

127

 

 

 

Value Type

Alpha Numeric

127

 

Yes

Automatically is set to Estimable if not specified

Value

Money

15 characters + decimal

 

 

Can be imported w/ or w/o dollar sign

Cost

Money

15 characters + decimal

 

 

Can be imported w/ or w/o dollar sign

Section

Alpha Numeric

15 characters + decimal

 

 

 

Date Received

Date

N/A

 

 

Recommended Formats:  MM/dd (01/02) MM/dd/yyyy (01/02/2008) 

Donor Name

Alpha Numeric

127

 

 

Donor name must exist in  supporter area or will cause an error.

Soliciting Staff Name

Alpha Numeric

127

 

 

Staff name must exist in supporter area or will cause an error.

Location

Alpha Numeric

127

 

 

 

Thanked

Yes/No

N/A

 

Yes

Can be imported as Yes or No, 1 or 0, True or False

Description

Alpha Numeric

No Limit

 

 

 

Certificate Type

Alpha Numeric

20

 

 

 

Tax Rate

Percentage

No Limit

 

Yes

Can be imported as either decimal or number with percentage (.08 or 8%)

Restriction Notes

Alpha Numeric

No Limit

 

 

 


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