DonorWise
Enhanced communication with donors, enhanced ministry credibility...
Import Fields

Contents

 


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Syndication

These are all of the importable fields, but they do not all  need to be used. Most ministries will import only basic contact information such as name and address fields, contact ID, etc.

Category / General Purpose Description

* Untranslated Field Name

Specific Field Purpose Description (if needed)

Type of Data allowed and Maximum length

>> Organization >>  The Organization information is only used if the contact is an organization.

 

 

Is Organization

Whether the contact is a person or organization

True/False or T/F

 

Organization Name

The name of the organization

AlphaNumeric50

 

Organization Contact Person

The name of a contact at the organization

AlphaNumeric50

 

Company Main Phone

 

AlphaNumeric50

 

Assistant Phone

 

AlphaNumeric50

>> Primary Contact Person>>  The primary contact name fields (below) are always and only used if the contact is a person.  It is not used if the contact is an organization.  If married, the husband's information would go here.  If the husband's information is not entered, the wife's information should be here.

 

Family Name

 

AlphaNumeric25

 

Given Name

 

AlphaNumeric25

 

Middle Name

Middle names are used for second family names (maternal family name) when used

AlphaNumeric25

 

Is Deceased

Whether they are living or not

True/False or T/F

 

Title

Make sure these are consistent (Not - Mr., Mr, Mister)

AlphaNumeric25

 

Suffix

Jr., Sr. III, Etc.

AlphaNumeric25

 

Gender

1 = Married Couple, 2 = Male, 3 = Female, leave blank for an org

Integer

 

RTF Notes

Any note about the contact

Memo (any length)

 

Search Names

Special Nick Names (Richard = Rich, William = Bill)

AlphaNumeric100

>> Spouse >>  If married AND the husband's information is entered in the primary area, the wife's information goes here.

 

Spouse Family Name

 

AlphaNumeric25

 

Spouse Given Name

 

AlphaNumeric25

 

Spouse Middle Name

Middle names are used for second family names (maternal family name) when used

AlphaNumeric25

 

Spouse Title

Make sure these are consistent (Not - Mrs., Mrs, Misses)

AlphaNumeric25

>> Email Address >> For the primary contact

 

 

 

Email 1

 

AlphaNumeric200

 

Email 2

 

AlphaNumeric200

 

Email 3

 

AlphaNumeric200

>> Home Address >>  All contacts can have 3 addresses - Home, Business, and Other.  Persons normally use the Home address, Organizations should use the business address.  A "Mailing address" is automatically created by DonorWise when the record is imported.  It will use the first address encountered in this order: home, business,other.  Using the Home address fields for an organization should be accompanied by a note (RTF Notes) to explain whose address it is or what it is for.

 

Home Street Address

 

AlphaNumeric200

 

Home City

 

AlphaNumeric50

 

Home State/Province

 

AlphaNumeric50

 

Home Country/Region

 

AlphaNumeric50

 

Home ZIP/Postal Code

 

AlphaNumeric25

 

Home Phone

 

AlphaNumeric50

 

Home Phone 2

 

AlphaNumeric50

 

Home Fax

 

AlphaNumeric50

>> Business Address >>

 

 

 

Business Street Address

 

AlphaNumeric200

 

Business City

 

AlphaNumeric50

 

Business State/Province

 

AlphaNumeric50

 

Business Country/Region

 

AlphaNumeric50

 

Business ZIP/Postal Code

 

AlphaNumeric25

 

Business Phone

 

AlphaNumeric50

 

Business Phone 2

 

AlphaNumeric50

 

Business Fax

 

AlphaNumeric50

>> Other Address >>

 

 

 

Other Street Address

 

AlphaNumeric200

 

Other City

 

AlphaNumeric50

 

Other State/Province

 

AlphaNumeric50

 

Other Country/Region

 

AlphaNumeric50

 

Other ZIP/Postal Code

 

AlphaNumeric25

 

Other Phone

 

AlphaNumeric50

 

Other Fax

 

AlphaNumeric50

>> Other phone >>  These are specialized phones with the exception of Mobile phone

 

 

Callback Phone

 

AlphaNumeric50

 

Car Phone

 

AlphaNumeric50

 

Mobile Phone

 

AlphaNumeric50

 

ISDN Phone

 

AlphaNumeric50

 

Pager Number

 

AlphaNumeric50

 

Primary Phone

 

AlphaNumeric50

 

Radio Phone

 

AlphaNumeric50

 

TTY/TDD Phone

 

AlphaNumeric50

 

Telex Phone

 

AlphaNumeric50

>> User Defined >> Other data that cannot be mapped to any field during import can be mapped to these (temporarily).  These fields can be used permanently used but this is discouraged.  See the System set-up Contact tab.

 

User 1

 

Memo

 

User 2

 

Memo

 

User 3

 

Memo

 

User 4

 

Memo

>> Other Fields >>  These are automatically calculated or defaulted during the import.  They cannot be imported into.

Calculated - The name fields below are formatted according to the settings entered during set-up.  As a default they format according to the default settings for your country.

 

Journal Name

A short name that optionally can appear on the journal for posting to GL

AlphaNumeric13

 

Short Name

Like 'Dave and Jeanine Baker'

AlphaNumeric75

 

Greeting

Like 'Dave and Jeanine', Used with 'Dear'

AlphaNumeric75

 

Full Name

Like 'Mr. and Mrs. Dave Baker'

AlphaNumeric75

 

Contact ID

Contact ID > If you have contact IDs for existing contacts, it is recommended that you do not map them to this field during import, but allow DonorWise to create new contact IDs.  This will minimized conflicts.

Integer

Defaulted - Defaults for the following will be set during import.  They can be manually edited after import.

 

 

This is the mailing address

The default mailing address is set in this order: Home, Business, Other

1 = Home, 2 = Business, 3 = Other

 

Main Email

Number 1 is assumed to be the main email during import

AlphaNumeric200

 

Main Phone

The default main phone is set in this order: Home, Business, Other

AlphaNumeric50

Manual Entry Fields >> The following can be manually entered after import.  See the System Set-up.

 

 

Marital Status

User defined - for persons only

 

 

Gender

User defined - for persons only

 

 

Contact person

User defined - for organizations only

 

 

Organization Type

User defined - for organizations only

 

* Untranslated Field Names - If these names are translated using the DonorWise Translation module, the names will be different.  All import files should be mapped to the Untranslated field names if no translation has been done, or to use the Translated field names if a translation is done.

 

 

 

 



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