New donation information may be imported to Salsa CRM along with the primary donor's demographic data such as address or phone number.
If you are importing donation data, some elements are required to be present in your data file, while others are merely recommended. For instance, If you are importing a check donation, you must include data columns for Payment Type = Check, Check Number and Check Date.
In another example, to import Credit Card donations you must include...
- Payment Type (Credit Card)
- Credit Card Expire Date
- Authorization Number
- Credit Card Number (last 4 digits only are stored)
If Payment Type is omitted—or required fields based on Payment Type are omitted—donations will be imported as Cash.
Please see examples of how to organize your data from this Google Sheet. Of course, if you use these templates as a basis for your data file, they must be saved as a CSV file before importing them into Salsa CRM.
| Column Name | Data Type | Required Field? | Max Length | Comment |
|---|---|---|---|---|
| Anonymous | Alpha-Numeric | No | 1 | Valid Values: Y, N, Yes, No, True, False. Default: N. |
| Appeal Name | Alpha-Numeric | No | 50 | If omitted, a prompt will allow you to choose the default. |
| Authorization Number | Alpha-Numeric | No | 100 | Valid Values: Any non-blank, alpha-numeric value. |
| Batch Name | Alpha-Numeric | Conditional | 15 | Required if Gift Amount is not blank. If omitted, a prompt will allow you to choose the default. |
| Campaign Name | Alpha-Numeric | No | 50 | If omitted, a prompt will allow you to choose the default. |
| Check Date | Date | Conditional | 10 | Required if Payment Type is "Check". |
| Check Number | Alpha-Numeric | Conditional | 15 | Required if Payment Type is "Check". |
| Credit Card Expire Date | Numeric | Conditional | 6 | Required if Payment Type is "Credit Card". Valid Format: mmyy, mmyyyy |
| Credit Card Number | Numeric | No | 16 | Not required, but if provided, only the last four digits will be stored. |
| Credit Card Type | Alpha-Numeric | Conditional | 15 | Required if Payment Type is "Credit Card". Valid Values: AMEX, American Express, Amex, Diners Club, Discover, JCB, MC, Master Card, MasterCard, Other, VISA, Visa. Default: Other. |
| Deductible Amount | Currency | No | 13 | If omitted, the deductible amount will be set to the same value as the Gift Amount. |
| Donation Note | Alpha-Numeric | No | 500 | Note will be placed in the "Notes" tab of the Donation |
| Donation Note Purpose | Alpha-Numeric | No | 500 | Purpose will be used for the Donation Note Purpose |
| Donation Source | Alpha-Numeric | No | 50 | Valid Values: [Blank Entry], Baseline Fundraising Form, Calvary Chapel South Pittsburgh Youth Programs, Lecrae in Concert, Merchandise Sales, Run For Hope. |
| Fund Name | Alpha-Numeric | Conditional | 50 | Required if Gift Amount is not blank. If omitted, a prompt will allow you to choose the default. |
| Gift Amount | Currency | Conditional | 13 | The presence of this column header indicates that Gift information will be imported. |
| Gift Date | Date | Conditional | 10 | Required if Gift Amount is not blank. Alternately, "Received Date" may be used. |
| Gift Import ID | Alpha-Numeric | No | 64 | The unique gift record ID from the source vendor system. If omitted, a unique ID will be created from a combination of name and address fields. |
| Gift in Kind Description | Alpha-Numeric | Conditional | 50 | Required if Payment Type is "Gift in Kind". |
| Gift Type | Alpha-Numeric | Conditional | 15 | Required if Gift Amount is not blank and file contains pledges. Valid Values: Donation, Pledge, Pledge Payment. Default: Donation. |
| Honor Reason | Alpha-Numeric | No | 50 | |
| Is Deductible | Alpha-Numeric | No | 1 |
"This value is required in order to assign receipt numbers to donations. Valid Values: Y, N, y, n The column Deductible Amount is required to use this column. In order to assign non-deductible receipts, the deductible amount must be 0." |
| List As Name | Alpha-Numeric | No | 255 | The name that will be displayed in gift listings and reports. |
| Other Payment Description | Alpha-Numeric | Conditional | 50 | Recommended if Payment Type is "Other". Default: N/A |
| Payment Type | Alpha-Numeric | Conditional | 20 | Required if Gift Amount is not blank. Valid Values: Cash, Check, Credit, Credit Card, EFT, Gift in Kind, Other, Payroll Deduction, Pledge, Stock, Wire Transfer. Default: Cash. |
| Payroll Identifier | Alpha-Numeric | Conditional | 50 | Optional if Payment Type is "Payroll Deduction". |
| Pledge Frequency | Alpha | Conditional | 15 | Required if Gift Type is "Pledge". Valid Values: Annually, Bimonthly, Biweekly, Daily, Monthly, Once, Quarterly, Semi-Annually, Semi-Monthly, Weekly. |
| Pledge Import ID | Alpha-Numeric | No | 64 | The unique record ID of the original pledge from the source vendor system. Alternately, Salsa CRM Pledge ID may be supplied. |
| Pledge Number of Installments | Numeric | Conditional | 3 | Required if Gift Type is "Pledge" |
| Pledge Start Date | Date | Conditional | 10 | Valid Formats: mm/dd/yyyy, mmddyyyy, yyyy/mm/dd, yyyy-mm-dd. Required if Gift Type is "Pledge". If present, Gift Type will default to "Pledge". |
| Salsa CRM Pledge ID | Numeric | Conditional | 10 | Required if Gift Type is "Pledge Payment" and "Pledge Import ID" is not supplied. This is the unique Donation ID that displays on the original Pledge on the Salsa CRM screen. If present, Gift Type will default to "Pledge Payment". |
| Source Donation Activity Config UUID | Alpha-Numeric | No | 36 | The unique ID of the activity that created this Donation record, such as a unique online form ID. |
| Source Donation Activity Name | Alpha-Numeric | No | 200 | The name associated with the Source Donation Activity UUID. |
| Source Donation Activity Type | Alpha-Numeric | No | 200 | The type associated with the Source Donation Activity Type. |
| Source Donation Activity UUID | Alpha-Numeric | No | 200 | The ID associated with the Source Donation Activity UUID. |
| Source Donation UUID | Alpha-Numeric | No | 36 | The unique ID of the Donation record from the source system. |
| Split Amount | Currency | Conditional | 13 | Used by external programs submitting multiple transactions for one donation. |
| Transaction Reason | Alpha-Numeric | No | 50 | The reason the Donation was submitted |
| Transaction Reason Name | Alpha-Numeric | No | 200 | The name of the reason the Donation was submitted |