Preparing Donation Data

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:

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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