Field Mapping

Giving Insight Field Mapping

Column Object/Table Example Value Description Note
Donor ID Donor, Recurring Gift, Transaction 10011 A unique ID you use for identifying the donor. If there is preceding zeros, put quote identifier and treat them as text.
Birth Date Donor 1970-11-14 The date of birth of the donor. The preferred format is YYYY-MM-DD
Gender Donor Male The gender of the donor.
Suburb Donor Denman Prospect The suburb the donor resides in.
State Donor ACT The state the donor resides in.
Postcode Donor 2603 The postcode the donor resides in. Preferred as text format with quotes as text identifier to prevent missing preceding zeros for ACT suburbs.
Country Donor Australia The country of the donor.
Signup Date Recurring Gift 2018-09-15 The date the donor signs up for this recurring gift. The preferred format is YYYY-MM-DD
Gift ID Recurring Gift, Transaction 12276 A unique ID you use for identifying the recurring gift. If there is preceding zeros, put quote identifier and treat them as text.
Gift Start Date Recurring Gift 2018-10-01 The date that recurring gift started for this recurring gift. The preferred format is YYYY-MM-DD
First Payment Date Recurring Gift 2018-11-01 The first payment for this recurring gift (successful or unsuccessful). The preferred format is YYYY-MM-DD
Last Payment Date Recurring Gift 2019-10-01 The last payment for this recurring gift (successful or unsuccessful). The preferred format is YYYY-MM-DD
Gift End Date Recurring Gift 2020-01-21 The date this recurring gift has ended. The preferred format is YYYY-MM-DD
Next Payment Date Recurring Gift 2020-01-21 The date the next payment is expected from this recurring gift. The preferred format is YYYY-MM-DD
Frequency Recurring Gift Monthly The frequency the donor donates under this recurring gift.
Gift Status Recurring Gift Active The status of this recurring gift.
Gift Status Active Recurring Gift TRUE If the status of this recurring gift represents it still being active. True means the gift is active.
Donor Freebie Status Recurring Gift Credited The reason for free acquisition if this donor was a free donor.
CPA Start Date Recurring Gift 2018-01-01 The effective start date for the CPA profile relevant to this donor. The preferred format is YYYY-MM-DD
CPA End Date Recurring Gift 2018-12-31 The effective end date for the CPA profile relevant to this donor. The preferred format is YYYY-MM-DD
CPA Recurring Gift 250.00 The cost per acquisition (CPA) of acquiring this donor. Number format without dollar sign.
Cancel Reason Code Recurring Gift FR The reason code for the donor cancelling this recurring gift.
Cancel Reason Recurring Gift Financial Reasons The reason description for the donor cancelling this recurring gift.
Cancel Reason Comment Recurring Gift Health problems, in hospital A comment as to why the donor cancelled this recurring gift.
Transaction ID Transaction 140929 A unique ID you use for identifying the transaction. If there is preceding zeros, put quote identifier and treat them as text.
Split Gift ID Transaction 152999 A unique ID you use for identifying gift splits under the same transaction. If the split gift ID is not available but you are using split gift, please provide the instructions how to create a unique identifier for each split gift e.g. using transaction ID and appeal to identify split gift records.
Transaction Date Transaction 2019-10-01 The date the transaction occurred. The preferred format is YYYY-MM-DD
Gift Amount Transaction 32 The amount you received from the transaction Number format without dollar sign. If it’s a refund transaction, negative amount is preferred.
Appeal Transaction REACTIVATION19 The appeal that sourced this transaction.
Campaign Transaction Recurring Giving 2017/18 The campaign that sourced this transaction
Fund Transaction Raffles 1057 The fund that this transaction was acquired through.
Payment Method Transaction Credit Card The payment method of this transaction.
Supplier Transaction Cosmic Connections The supplier that this transaction was acquired through.
Fundraiser Transaction Joe Bloggs The individual fundraiser who acquired the donor.
Transaction Status Transaction Accepted The status of this transaction. If there is no field that determine the transaction result status, please give us the criteria to determine whether the transaction processing is successful e.g. reject transactions will have 0 gift amount, etc.
Transaction Status Accepted Transaction TRUE If the status of this transaction represents an accepted transaction.
Decline Reason Code Transaction DR-0001 The reason code for why this transaction was declined.
Decline Reason Transaction Invalid Expiry Date The reason description for why this transaction was declined.
Decline Reason Comment Transaction Card was not a valid card. A comment as to why this transaction was declined.
Channel Transaction F2F The channel that this transaction was acquired through.