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How would I send our staff a monthly (or weekly) TntMPD DataSync file?: Revision #30

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How would I send our staff a monthly TntConnect DataSync file?

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This document describes how you can take data from your organization's donation system and package it in a way that is compatible with TntMPD.  The file you create is called a TntMPD DataSync file.  Once you make this file available to your individual staff member (such as via an email attachment) your staff will be able to bring their donation data into TntMPD.  The type of data you can put into a DataSync file includes:

  • Download contribution details
  • Download names and addresses of donors

Not only will your staff be able to use these features, but their application will be branded with your organization's logo and name.  Also, while they are using the "Gift and Address Input from File" features of TntMPD, you can display your own advertisement/announcement banner.

This is an example of the logo you can provide:

This is an example of the advertising banner you can provide:


Technical Details

A TntMPD DataSync file has the file name extension *.tntmpd.  So for example you may send your staff a file called "January2002.tntmpd".  TntMPD recognizes this file format which makes it incredibly easy for your staff to get started.  All they need to do is double-click the file and open it.  Since *.tntmpd is a registered filename extension, Windows will tell TntMPD to open it.

The DataSync file is synchronized with the currently opened database.  Because the data is synchronized, you can input the file several times into the same database without duplicating data in the database.

The DataSync file has up to three sections.  The sections are:

  • [ORGANIZATION]
  • [DONORS]
  • [GIFTS]. 

<future: TntMPD 3.0> Supported sections will also include (to be described later): 

  • [APPLICATION]
  • [FILE]
  • [DESIGNATIONS]
  • [GIFTS_BY_DONORS].

An example is listed below.  (The complete version is available here:  http://download.tntware.com/sample_data_sync_file/sample.tntmpd)

[ORGANIZATION]
Name=Sample Organization
Abbreviation=SampleOrg
WebLogo-JPEG-470x120=http://download.tntware.com/ccc/SampleWebLogo.jpg
BannerAdUrl-468x60=http://download.tntware.com/ccc/SampleAdBanner.htm
Code=Sample-Organization-USA
BaseCurrencyCode=USD

[DONORS]
"PEOPLE_ID","ACCT_NAME","ADDR1","ADDR2","ADDR3","ADDR4","CITY","STATE","ZIP",...
"921875429","Smith, Dave J & Julie J","630 Pine St",,,,"Hickleman","SD","18372-2637",... 
"332812300","Pine Hills Christian Church","1212 Elm Cir",,,,"Orlando","FL","32828-1868",... 
"220389751","Fryerson, Sue","900 S Sarmon Dr",,,,"Mitchell","SD","57302-9244", ... 

[GIFTS]
"PEOPLE_ID","ACCT_NAME","DISPLAY_DATE","AMOUNT","DONATION_ID","DESIGNATION","MOTIVATION"
"921875429","Smith, Dave J & Julie J","08/23/2002","60","J5INQ","0455770","Z01000"
"332812300","Pine Hills Christian Church","08/22/2002","50","J5E2S","0455770","Z01000"
"220389751","Fryerson, Sue","08/22/2002","40","J5EGE","0455770","Z01000"

[ORGANIZATION]

The organization section has information about your organization.  Here you can specify your organization's name, abbreviation and logo (JPEG only).  In addition you can specify an announcement banner that the user sees while they import the file.  The last item is code.  Try to think of a unique code to represent your ministry (25 chars max).

<future: TntMPD 3.0> BaseCurrencyCode specifies the base currency code (ISO 4217 3-char) for donations represented in the [GIFTS] section.

[DONORS]

The donors section has name, address and phone information about donors.  All fields are optional (column header must exist, but data can be blank) except PEOPLE_ID and ACCT_NAME.

Here's an example result:

"PEOPLE_ID","ACCT_NAME","ADDR1","ADDR2","ADDR3","ADDR4","CITY","STATE","ZIP",...
"921875429","Smith, Dave J & Julie J","630 Pine St",,,,"Hickleman","SD","18372-2637",... 
"332812300","Pine Hills Christian Church","1212 Elm Cir",,,,"Orlando","FL","32828-1868",... 
"220389751","Fryerson, Sue","900 S Sarmon Dr",,,,"Mitchell","SD","57302-9244", ... 

Field Descriptions:

FieldName Type TntMPD Version Description
PEOPLE_ID A18   Donor Code/ID
ACCT_NAME A50   Donor full name
INFO_URL MEMO 3.0 URL to view/edit donor information.
RELATED_IDS MEMO 3.0 A comma seperated list of related donor codes/ids.
DECEASED BOOL 3.0 Blank implies "FALSE".  Is the donor deceased?
PERSON_TYPE A1   "O" or "P" (Organization or Person)
LAST_NAME_ORG A50   Last Name or Organization Name
ORG_CONTACT_PERSON A50 3.0 [PERSON_TYPE="O"]
Contact person for this organization.
TITLE A25   [PERSON_TYPE="P"]  Title (Mr., Mrs.)
FIRST_NAME A25 [PERSON_TYPE="P"]  First Name
MIDDLE_NAME A25 [PERSON_TYPE="P"]  Middle Name
SUFFIX A25   [PERSON_TYPE="P"]  Suffix (Jr., Sr.)
SP_TITLE A25   [PERSON_TYPE="P"]  for spouse
SP_FIRST_NAME A25   [PERSON_TYPE="P"]  for spouse
SP_MIDDLE_NAME A25   [PERSON_TYPE="P"]  for spouse
SP_LAST_NAME A25   [PERSON_TYPE="P"]  for spouse
SP_SUFFIX A25   [PERSON_TYPE="P"]  for spouse
    Note: If provided, it is concatenated with a space to SP_LAST_NAME.
ADDR1 MEMO   Street Address (Line 1)
ADDR2 MEMO   Street Address (Line 2)
ADDR3 MEMO   Street Address (Line 3)
ADDR4 MEMO   Street Address (Line 4)
CITY A50   City
STATE A50   State
ZIP A25   Postal Code
COUNTRY A3   (A3) ISO 3166 Alpha 3 country code 
<new in TntMPD 2.0>
ISO 3166 Alpha 2 country codes are supported in TntMPD 2.0.
CNTRY_DESCR A50   Name of country.
ADDR_CHANGED DATE   When the address was last changed.
PHONE A50   Phone number.
PHONE_CHANGED DATE   When the phone was last changed.
MOBILE_PHONE A50 3.0 Mobile phone number.
MOBILE_PHONE_CHANGED DATE 3.0 When the mobile phone was last changed.
SP_MOBILE_PHONE A50 3.0 Spouse mobile phone number.
SP_MOBILE_PHONE_CHANGED DATE 3.0 When the spouse mobile phone was last changed.
EMAIL MEMO 3.0 Email address.
EMAIL_CHANGED DATE 3.0 When the email address was last changed.
SP_EMAIL MEMO 3.0 Spouse email address.
SP_EMAIL_CHANGED DATE 3.0 When the spouse email address was last changed.
MEMO MEMO 3.0 A note regarding the donor.

 

[GIFTS]

The gifts section has detailed contribution information over a particular date range.

Here's an example result:

[GIFTS]
"PEOPLE_ID","ACCT_NAME","DISPLAY_DATE","AMOUNT","DONATION_ID","DESIGNATION","MOTIVATION"
"921875429","Smith, Dave J & Julie J","08/23/2002","60","J5INQ","0455770","Z01000"
"332812300","Pine Hills Christian Church","08/22/2002","50","J5E2S","0455770","Z01000"
"220389751","Fryerson, Sue","08/22/2002","40","J5EGE","0455770","Z01000"

Field Descriptions:

FieldName Type TntMPD Version Description
PEOPLE_ID A18   Donor Code/ID
ACCT_NAME A50   Donor full name
DISPLAY_DATE DATE   Date of contribution
AMOUNT FLOAT   Amount of contribution
DONATION_ID A18   Donation Code/ID
DESIGNATION A18   What account this donation is designated for (normally same as employee id)
MOTIVATION A18   (Optional)  If you track this in your donation system you may include this code here.
PAYMENT_METHOD A18 3.0 (Optional)  Payment method of this donation.
TENDERED_AMOUNT FLOAT 3.0 (Optional) Amount of donation as tendered by donor. 
You may leave this blank if it is tendered in the same as currency code defined in the query.ini file.
TENDERED_CURRENCY A3 3.0 (Optional) Currency code (ISO 4217 3-char) of donation as tendered by donor.  You may leave this blank if it is the same as the default currency code from the query.ini file.
MEMO MEMO 3.0 Any comments associated with this gift.
BASE_CURRENCY A3 3.0 Base currency code (ISO 4217 3-char) of donation as represented by AMOUNT.  The only case where it is valid to provide a value for this field is when importing a DataSync file without an [Organization] section.  Apart from this exception, this field is not to be used.  Instead, "BaseCurrencyCode" should be defined once in the [Organization] section.
PERSONAL BOOL 3.0 Blank implies "FALSE".  Indicates if the gift is intended to be a personal gift for the staff member (which usually means it's not tax deductible).

Data Types Explained
  • A25, a text column with a maximum of 25 characters

  • MEMO, a text column with no predefined length limits

  • DATE, a date formatted as M/D/YYYY.  TntMPD 3.0 also accepts the YYYY-MM-DD format.

  • BOOL, a boolean as "TRUE" or "FALSE"

  • FLOAT, a floating point number.  Currency symbols or thousands separators are not allowed.  The decimal separator must be a period.

(Note: for all types, leading and trailing spaces are removed from the value.  So "  ABC  " is always trimmed down to just "ABC".)

Really Simple Option

One way to make this work is to provide just the [DONORS] or [GIFTS] section in a file (minus the section header).  TntMPD will recognize that a single section is being provided.

For example, TntMPD would recognize this as being a [DONORS] section:

"PEOPLE_ID","ACCT_NAME","ADDR1","ADDR2","ADDR3","ADDR4","CITY","STATE","ZIP",...
"921875429","Smith, Dave J & Julie J","630 Pine St",,,,"Hickleman","SD","18372-2637",... 
"332812300","Pine Hills Christian Church","1212 Elm Cir",,,,"Orlando","FL","32828-1868",... 
"220389751","Fryerson, Sue","900 S Sarmon Dr",,,,"Mitchell","SD","57302-9244", ... 

And for another example, TntMPD would recognize this as being a [GIFTS] section:

"PEOPLE_ID","ACCT_NAME","DISPLAY_DATE","AMOUNT","DONATION_ID","DESIGNATION","MOTIVATION"
"921875429","Smith, Dave J & Julie J","08/23/2002","60","J5INQ","0455770","Z01000"
"332812300","Pine Hills Christian Church","08/22/2002","50","J5E2S","0455770","Z01000"
"220389751","Fryerson, Sue","08/22/2002","40","J5EGE","0455770","Z01000"

 


 

Case Insensitivity

TntMPD will store designation ids, donor ids and donation ids exactly as it is received.  (Leading zeros will be removed from numeric donor ids.)  But internally when TntMPD is syncing incoming data, it will match up these ids in a case insensitive way.  So a donation id of "ABC" and "abc" are the same from TntMPD's perspective.  Sending your staff two donations with an id of "ABC" and "abc" respectively will either result in a "duplicate id error" in TntMPD or it will overwrite the one donation with the other.


How to contact me

If you have any questions regarding this document, please don't hesitate to contact me at my email address:  wolbrink@ccci.org   I would be glad to help you.  If your organization finds this feature useful, I would love to know about that as well.