Item |
CSV Header |
Header Required |
Data Required |
Quickbooks Native |
Format |
Description |
Employee ID |
employeeID |
No |
No |
No |
Alphanumeric 3-18 chars |
EmployeeID the donor is associated with. |
Full Name |
Name |
Yes |
Yes |
Yes |
50 Characters |
Last, First and Spouse First format is ideal, First Last or Company Name can be used. |
Person Type |
Person Type |
No |
No |
No |
O' or 'P' |
Organization or a person |
Last Name |
Last Name |
No |
No |
No |
50 Characters |
Last name or name of the Organization |
Organizational Contact |
Org Contact |
No |
No |
No |
50 Characters |
Contact Person if Person Type is 'O' |
First Name |
First Name |
No |
No |
No |
25 Characters |
First Name of Donor |
Middle Name |
Middle Name |
No |
No |
No |
25 Characters |
Middle Name of Donor |
Title |
Title |
No |
No |
No |
25 Characters |
Title of Donor |
Suffix |
Suffix |
No |
No |
No |
25 Characters |
Suffix of Donor |
Spouse Last Name |
Spouse Last Name |
No |
No |
No |
25 Characters |
Last name of Spouse (if different) |
Spouse First Name |
Spouse First Name |
No |
No |
No |
25 Characters |
First Name of Spouse |
Spouse Middle Name |
Spouse Middle Name |
No |
No |
No |
25 Characters |
Middle name of spouse |
Spouse Title |
Spouse Title |
No |
No |
No |
25 Characters |
Title of spouse |
Spouse Suffix |
Spouse Suffix |
No |
No |
No |
25 Characters |
suffix of spouse |
Address Line 1 |
Name Street1 |
Yes |
Yes |
Yes |
No Limits |
First Line of Address |
Address Line 2 |
Name Street2 |
No |
No |
Yes |
No Limits |
Second Line of Address |
Address Line 3 |
Name Street3 |
No |
No |
No |
No Limits |
Third Line of Address |
Address Line 4 |
Name Street4 |
No |
No |
No |
No Limits |
Fourth Line of Address |
City |
Name City |
No |
No |
Yes |
50 Characters |
Mailing City |
State |
Name State |
No |
No |
Yes |
50 Characters |
Mailing State |
Zip |
Name Zip |
No |
No |
Yes |
25 Characters |
Mailing Zip Code |
Country |
Country |
No |
No |
No |
XXX |
Mailing Country |
Country Description |
Country Desc |
No |
No |
No |
50 Characters |
Full Name of Mailing Country |
Date Address Changed |
Address Changed |
No |
No |
No |
MM/DD/YYYY |
Last Date of Address change. If none provided, Gift Date will be used. |
Phone Number |
Name Phone # |
No |
No |
Yes |
50 Characters |
Contact Phone Number |
Date Phone Changed |
Phone Changed |
No |
No |
No |
MM/DD/YYYY |
Last Date of Phone change. If none provided, Gift Date will be used. |
Mobile Phone |
Name Mobile # |
No |
No |
No |
50 Characters |
Contact Mobile Phone Number |
Date Mobile Phone Changed |
Mobile Phone Changed |
No |
No |
No |
MM/DD/YYYY |
Last Date of Mobile Phone change. If none provided, Gift Date will be used. |
Email Address |
Name E-Mail |
No |
No |
Yes |
200 Characters |
Contact Email address |
Date Email Changed |
Email Changed |
No |
No |
No |
MM/DD/YYYY |
Last Date of Email change. If none provided, Gift Date will be used. |
Deceased |
Deceased |
No |
No |
No |
0 or 1 |
Is the Donor Deceased |
Memo |
Memo |
No |
No |
Yes |
No Limits |
Notes about the Donor |
Magazine |
Magazine |
No |
No |
No |
0 or 1 |
Do they receive company publications? |
Reminder Frequency |
Reminder |
No |
No |
No |
18 Characters |
How often are they reminded by the organization to give donation. |
Related Donor IDs |
Related Donor IDS |
No |
No |
No |
No Limits, comma separated |
List of other donor IDs associated with this donor |