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 | ||||
Description of non-cash contribution | Describes the goods or services donated in an In-Kind donation. | Box seats | Free-entry | Text | 65000 | |||
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 | |||
Fair Market Value | The value of In-Kind donations. Donation Amount is required when importing, so this column can be identical to the Donation Amount column when importing In-Kind donations. | 100 | Positive number | 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:
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
Sample Import Template (Donations only)
This template can be used to import donations to existing accounts in NeonCRM via a linking ID.
Click here to download the sample template.
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.
Related Guides
- Importing Accounts and Transactions in a Single Spreadsheet
- Preparing Account Data
- Import Manager
- Importing Data in NeonCRM
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