# Transactions Grid Data Fields

> Source: https://support.associationsphere.com/transactions-grid-data-fields  |  Updated: 2023-11-25T01:41:35Z

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 Grid**column 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 |