Transactions Grid Data Fields

Below is a vertical representation of the data fields included in the Transactions Grid. The import template will have those fields that can be imported listed horizontally. The Field Title is name listed at the top of the column. The Profile Type indicates which type of constituent records would have data in that field. The Field Type indicates they type of data contained in the field. Some of the data is auto-populated from data in the Constituent Grid and is identified with a Yes in the Data From Constituent Gridcolumn below. Those that are auto-populated or copied from the constituent grid are not required for the conversion template. The Notes column provides any description or additional information about the field. Custom fields from the constituent grid are not shown on the Transactions Grid and therefore are not included here.

Field Title	Profile Type	Field Type	Data From Constituent Grid	Notes
Mail Merge	Company and Individual	Action Field	No	Used to generate a single Mail Merge Letter
Constituent ID	Company and Individual	Text	Yes	Used to link the gift record to the constituent record
Profile Type	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
First Name	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Last Name/Constituent	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Email	Company and Individual	Email Address	Yes	Auto Populated Field from the constituent grid
Email Type	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Company	Individual Only	Text	Yes	Name of the company the constituent works for. Auto Populated Field from the constituent grid
Title	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Default Phone	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Mobile Phone	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Home Phone	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Work Phone	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Address 1	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Address 2	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
City	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
State	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Zip	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
County	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Country	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Address Type	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Mailing Status	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Primary 1 Contact First Name	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary 1 Contact Last Name	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary 1 Contact Email	Company Only	Email Address	N/A	Auto Populated Field from the constituent grid
Primary 1 Contact Phone	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary 1 Contact Title	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary Contact Address1	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary Contact Address2	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary Contact City	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary Contact State	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Primary Contact Zip	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact First Name	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Last Name	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Email	Company Only	Email Address	N/A	Auto Populated Field from the constituent grid
Invoice Contact Address1	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Address2	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact City	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact State	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Zip	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Default Phone	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Invoice Contact Title	Company Only	Text	N/A	Auto Populated Field from the constituent grid
Source	Company and Individual	Picklist	Yes	Identifies the source of the gift
Source Name	Company and Individual	Constituent Lookup	Yes	Name of the constituent who referred this constituent
Source Constituent ID	Company and Individual	Text	Yes	Auto Populated Field
Nickname	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Middle Name	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Maiden Name	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Prefix	Individual Only	Picklist	Yes	Auto Populated Field from the constituent grid
Suffix	Individual Only	Picklist	Yes	Auto Populated Field from the constituent grid
Full Name	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Recognition Name	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Informal Salutation	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Formal Salutation	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Envelope Salutation	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Salutation Default	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Family	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Primary Relationship	Company and Individual	Picklist	Yes	Auto Populated Field from the constituent grid
Gives Anonymously	Company and Individual	True/False	Yes	Auto Populated Field from the constituent grid
How did you hear about us?	Individual Only	Picklist	Yes	Auto Populated Field from the constituent grid
Head Of Household	Individual Only	True/False	Yes	Auto Populated Field from the constituent grid
Household	Individual Only	Text	Yes	Auto Populated Field from the constituent grid
Sites/Chapters	Company and Individual	Multi-Select	Yes	Auto Populated Field from the constituent grid
Text Optout Date	Company and Individual	Date	Yes	Auto Populated Field from the constituent grid
Text Msg Optout	Company and Individual	Text	Yes	Auto Populated Field from the constituent grid
Text Optout Message	Company and Individual	True/False	Yes	Auto Populated Field from the constituent grid
Company Industry	Company Only	Picklist	Yes	Auto Populated Field from the constituent grid
Company Description	Company Only	Text	Yes	Auto Populated Field from the constituent grid
Company Tags	Company Only	Text	Yes	Auto Populated Field from the constituent grid
Women Owned?	Company Only	True/False	Yes	Auto Populated Field from the constituent grid
Minority Owned?	Company Only	True/False	Yes	Auto Populated Field from the constituent grid
Full Time Employee Count	Company Only	Picklist	Yes	Auto Populated Field from the constituent grid
Part Time Employee Count	Company Only	Picklist	Yes	Auto Populated Field from the constituent grid
Company Type	Company Only	Picklist	Yes	Auto Populated Field from the constituent grid
Employer Identification Number (EIN)	Company Only	Text	Yes	Auto Populated Field from the constituent grid
Date Created	Company and Individual	Date	Yes	Auto Calculated Field
Created By	Company and Individual	Text	Yes	Auto Calculated Field - Name of User
Date Modified	Company and Individual	Date	Yes	Auto Calculated Field
Modified By	Company and Individual	Text	Yes	Auto Calculated Field - Name of User
Gift Type	Company and Individual	Dropdown	No	Auto Populated Field based on type of transaction
Date Of Gift	Company and Individual	Date	No	Auto Populated from page or selected when gift is entered
Amount	Company and Individual	Number	No
Payment Type	Company and Individual	Text	No	Customizable Values
Is Given Anonymously	Company and Individual	Yes/No	No
Receipt Number	Company and Individual	Number	No
Check Number	Company and Individual	Number	No
Check Date	Company and Individual	Date	No
Postmark Date	Company and Individual	Date	No
Date Of Deposit	Company and Individual	Date	No
Tax Deductible Amount	Company and Individual	Number	No
Split Gift	Company and Individual	Yes/No	No	Identifies if transaction was part of a split gift
Is Acknowledged	Company and Individual	Yes/No	No
Date Acknowledged	Company and Individual	Date	No
Acknowledged How	Company and Individual	Text	No
Item Name	Company and Individual	Text	No	In-Kind item description
Date Of Sale	Company and Individual	Date	No
Sale Value	Company and Individual	Number	No
Is Potential Auction Item	Company and Individual	Yes / No	No
Status	Company and Individual	Text	No	Status of the auction item - customizable value
Weight LBS	Company and Individual	Number	No	Weight of in-kind donation
Final Disposition	Company and Individual	Text	No	Disposition of in-kind item
Current Status	Company and Individual	Text	No	status of in-kind item
Associated Expenses	Company and Individual	Number	No	Expenses associated with disposition of in-kind item
Date Paid	Company and Individual	Date	No	Date for Pledge Payment
Amount Paid	Company and Individual	Number	No	Amount for Pledge Payment
Pledge Due Year	Company and Individual	Text	No	Auto Populated Field
Last Pledge Payment Date	Company and Individual	Date	No	Auto Populated Field
Last Pledge Payment Year	Company and Individual	Text	No	Auto Populated Field
Company Name	Company and Individual	Text	No	Stock Company Name
Ticker Symbol	Company and Individual	Text	No	Stock Ticker Symbol
Number Of Shares	Company and Individual	Number	No	Number of shares of stock
Stock Cert Number	Company and Individual	Text	No	Stock Certification Number
Broker Custodian	Company and Individual	Text	No	Broker for stock
C P S On Gift Date	Company and Individual	Amount	No	Cost Per Share on donation date
For	Company and Individual	Text	No	Description of the program or project
Fund	Company and Individual	Text	No	Description of the account or financial designation
Event	Company and Individual	Text	No	Description of the event associated with transaction
Appeal	Company and Individual	Text	No	Description of appeal to solicit transaction
External For	Company and Individual	Text	No	Auto Populated Field
External Fund	Company and Individual	Text	No	Auto Populated Field
External Event	Company and Individual	Text	No	Auto Populated Field
External Appeal	Company and Individual	Text	No	Auto Populated Field
Location	Company and Individual	Text	No
Tribute Type	Company and Individual	Yes/No	No
Tribute Type	Company and Individual	Text	No	Customizable Values
In Tribute Of Name	Company and Individual	Text	No
Tribute Notes	Company and Individual	Text	No
Tribute Notification Name	Company and Individual	Text	No
Tribute Notification Informal Salutation	Company and Individual	Text	No
Tribute Notification Email	Company and Individual	Text	No
Tribute Notification Address 1	Company and Individual	Text	No
Tribute Notification Address 2	Company and Individual	Text	No
Tribute Notification City	Company and Individual	Text	No
Tribute Notification State	Company and Individual	Text	No
Tribute Notification Zip	Company and Individual	Text	No
Tribute Notification Country	Company and Individual	Text	No
Tribute Acknowledged	Company and Individual	Yes/No	No
Tribute Acknowledged How?	Company and Individual	Text	No
Tribute Acknowledged Date	Company and Individual	Date	No
Matching Gift	Company and Individual	Yes/No	No
Matching Constituent Constituent ID	Company and Individual	Number	No
Matching Constituent	Company and Individual	Constituent Name	No
Matching Percentage	Company and Individual	Number	No
Matching Memo	Company and Individual	Text	No
Description	Company and Individual	Text	No
Memo	Company and Individual	Text	No
Month	Company and Individual	Text	No	Auto Populated Field
Year	Company and Individual	Text	No	Auto Populated Field
Fiscal Year	Company and Individual	Text	No	Auto Populated Field
Grant	Company and Individual	Yes/No	No
Grant Number	Company and Individual	Number	No
Sponsorship Gift	Company and Individual	Yes/No	No
Sponsorship Level	Company and Individual	Text	No
Sponsorship Expiration Date	Company and Individual	Date	No
Online	Company and Individual	Yes/No	No
Transaction ID	Company and Individual	Number	No	Auto Populated Field
Deposit Batch ID	Company and Individual	Number	No	Auto Populated Field
First Gift Date	Company and Individual	Date	Yes	Auto Populated Field
Last Gift Date	Company and Individual	Date	Yes	Auto Populated Field
Last Gift Amount	Company and Individual	Number	Yes	Auto Populated Field
Gift ID	Company and Individual	Number	Yes	Auto Populated Field
Membership Amount	Company and Individual	Number	Yes	Auto Populated Field
Source Code	Company and Individual	Text	No
Initiate Refund	Company and Individual	Action Field	No	To initiate a full or partial credit card refund