Preparing Donation Data

Contents
Required Fields
Available Fields
Donation Custom Fields
Data Structure
Limitations
Import Template
Import Assistance

Required Fields

 As noted in the Available Fields section of this guide, the following fields are required when importing donation data:

  • Amount - must be greater than 0
  • Donation Date
  • Donation Type - donation or pledge

Available Fields

The following fields are available for donation import using the Import Manager:

Field Name Explanation Example Configure in NeonCRM before importing? Required for Importing? Required Values? Field Selection Type Type of Data Max Characters
Amount Donation amount 200.50   Yes Positive number Free-entry Text 100
Batch Number The number of the batch to which the donation belongs (usually only applies to batches entered through the NeonCRM system itself)         Free-entry Text 100
Campaign Campaign   Yes     Drop-down Text 100
Check # The number on the check used in a donation of Check tender.         Free-entry Text 100
Donation Date Date of the donation. 01/01/2010   Yes   Date Date  
Donation Status Status of the donation (whether or not the transaction was successful) Succeed     Succeed, Pending, Declined, Cancelled, Deferred Drop-down Text 100
Donation Type Is this a donation or a pledge? Donation   Yes Donation, Pledge Drop-down Text 100
Donor Note Any note about the donation provided by the donor.         Free-entry Text 100
Donor Name "From" name provided by the donor. This populates the "Donor Name" field in NeonCRM. The Team       Free-entry Text 100
Fund Fund   Yes     Drop-down Text 100
Honor Memory Person Name Name of the person this donation was made in Honor/Memory of. Harold Example       Free-entry Text 100
Honor Memory Type Is this an Honor donation or a Memorial donation? Honor     Honor, Memory Drop-down Text 100
Tender Type Tender type was used for this transaction Check Yes     Drop-down Text 100
Purpose Purpose   Yes     Drop-down Text 100
Source What is the Source of the donation? Community Event       Drop-down Text 100

Donation Custom Fields

In addition to the standard fields listed in the Available Fields section of this guide, you can also import to donation custom fields using the Import Manager. More information on how to manage and create donation custom fields is available here.

Data Structure

Donation data should be structured where each donation is on a row and each column is a NeonCRM donation field:

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Limitations

Certain types of data are not able to imported using the Import Manager. These include (but are not limited to):

  • Recurring donations
  • Payments linked to pledges
  • Pledge write-off amounts
  • Soft credits

Import Template

A sample template for donation import is available for download here.

Import Assistance

Assistance with troubleshooting imports as well as formatting data for import is only provided via consultation. For more information and to fill out a form requesting a consultation, please visit our NeonCRM Consultation page here. If the Import Manager limitations include data that you need to import, we can do a full custom import for you. For more information, please contact your account manager.

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