Data Import Fields

Donor Import Fields

**In alphabetical order (mostly):**

Field	Notes
EXTERNAL ID / ACCOUNT NUMBER	This is the external reference number from your source system. Not required but if you include this field in your import, it will be used as the unique identifier when importing donations as well.
CALL LIST	Auto-add to a call-list
CELL PHONE
COMPANY NAME
CREATED DATE	Date when the contact was created originally. This will default to today if not provided.
DATE OF BIRTH	Format as MM/DD/YYYY
DONOR TYPE	Acceptable values are: "Individual", "Organization" or "Foundation". Defaults to "Individual" if not provided.
EMPLOYER	Name of the employer. Does not create a relationship, it's just a text value.
FIRST NAME	Not required if donor type is not individual
GENDER	Acceptable values: Male, Female, Unknown.
GROUP	Provide if you want to auto-include the contact in an existing group. If group name is not found in the system, it will create it automatically.
HOUSEHOLD NAME
JOB TITLE
LAST NAME
MIDDLE NAME
NOTES
OCCUPATION
PRIMARY ADDRESS TYPE	Work, Home or Other
PRIMARY CITY
PRIMARY COUNTRY
PRIMARY EMAIL
PRIMARY STATE
PRIMARY STREET 1
PRIMARY STREET 2
PRIMARY ZIP CODE
SECONDARY ADDRESS TYPE	Work, Home or Other
SECONDARY CITY
SECONDARY COUNTRY
SECONDARY EMAIL
SECONDARY STATE
SECONDARY STREET 1
SECONDARY STREET 2
SECONDARY ZIP CODE
SPOUSE EMPLOYER
SPOUSE FULL NAME
SPOUSE OCCUPATION
TAGS	You can provide a comma separated list of "tags" that will be automatically applied to this contact. If a particular tag doesn't exist in the system, the import process will create the tag.
TITLE
TOTAL PREVIOUS DONATIONS	An amount that may represent a lump sum of previous giving by this contact. If you provide this amount, the import will create a single donation record with this amount. Acceptable input is a number, no symbols.
LAST DONATION DATE (MM/DD/YY)	Last donation date. If providing a "total previous donations" value, you can also provide this date. This date will auto-calculate after new donations are logged in the system.
PAYMENT TYPE (LAST DONATION)	Last donation payment type, applicable if you are providing a "total previous donations" value.
WORK PHONE

Donation Import Fields

In alphabetical order (mostly):

Field	Notes
DONATION AMOUNT	Acceptable input is a number, no symbols.
PAYMENT TYPE	Acceptable values are: Credit Card, ACH, Cash, Check, PayPal, Wire Transfer, In kind, Stock, Donor Advised Fund, Wallet, Cash App, Other. If no matching type is provided, defaults to "Check".
DONATION DATE	Format as MM/DD/YYYY
CHECK NUMBER / REF #	Any reference number or the check number for check payments. No formatting rules.
NOTES	This corresponds to the notes entered by the donor when checking out on the website. This note will be displayed on the receipt.
INTERNAL NOTES	This is the internal note on the donation.
CAMPAIGN
OFFER
OFFER QUANTITY
TAGS	Auto-tag transaction. If tag doesn't exist, the import will add it in.
DEDUCTIBLE AMOUNT
FUND	If you are using Donation Funds within BetterUnite, you can auto-associate this transaction with the existing fund. If using this field, then the fund name must match exactly to an existing fund.
DONOR- FIRST NAME	Optional if you provided the account number and/or the email address for the donor. If the donor is not in the system, then this field can be used when creating the donor during the import. This same rule applies to all Donor fields below except the email and account number fields.
DONOR- LAST NAME
DONOR- MIDDLE NAME
DONOR- COMPANY NAME
DONOR- PRIMARY EMAIL	This will be used as the secondary unique identifier for the donor, after the Donor Account Number is considered first, if provided.
DONOR- SECONDARY EMAIL
DONOR- PRIMARY ADDRESS TYPE	Work, Home or Other
DONOR- PRIMARY STREET 1
DONOR- PRIMARY STREET 2
DONOR- PRIMARY STATE
DONOR- PRIMARY CITY
DONOR- PRIMARY ZIP CODE
DONOR- PRIMARY COUNTRY
DONOR- WORK PHONE
DONOR- HOME PHONE
DONOR- CELL PHONE
DONOR- OCCUPATION
DONOR- EMPLOYER
DONOR- DONOR TYPE
DONOR- CREATED DATE
DONOR- SPOUSE FULL NAME
DONOR- SPOUSE EMPLOYER
DONOR- SPOUSE OCCUPATION
DONOR- ACCOUNT NUMBER	This will be used as the first unique identifier for the donor. If not provided, then the email address will be used instead.
DONOR- SECONDARY ADDRESS TYPE	Work, Home or Other
DONOR- SECONDARY STREET 1
DONOR- SECONDARY STREET 2
DONOR- SECONDARY STATE
DONOR- SECONDARY CITY
DONOR- SECONDARY ZIP CODE
DONOR- SECONDARY COUNTRY
DONOR- JOB TITLE
DONOR- TITLE
DONOR- HOUSEHOLD NAME

Guest Import Fields

In alphabetical order (mostly):

Field	Notes
Purchaser First Name	Purchaser details. Remember, this may be different than the guest details.
Purchaser Last Name
Purchaser Email
Guest First Name	Guest details. Remember, this may be different than the purchaser details.
Guest Last Name
Guest Email
Guest Phone
Ticket Type
Number of Tickets
Paddle No
Status	Acceptable values: Registered, RSVPed, NotAttending, CheckedIn, CheckedOut. if not provided, default is "Registered".
Tags	Guest tags, comma delimited
Table Name	Optional. If table doesn't exist, the import will auto-create it.
Table Captain Name
Team Name	Provide if using Guest Teams. If team doesn't exist, the import will auto-create it.
Team Captain Name
Table Number

Auction Item Import Fields

Field	Notes
Item Name	The name or short title for your item. Max 50 characters.
Item Number	Optional. A unique reference number for the auction item. If you leave this blank, the system will auto-assign a number.
Description
Minimum/Starting Bid	Minimum or Starting Bid associated with the silent or live auction item. Acceptable input is a number, no symbols.
Minimum Increment	Optional. Provide only if item is a silent auction item. If left blank, it will be set to 1 as default. Acceptable input is a number, no symbols.
Additional Restrictions
Allow Bids	Provide only if item is a silent auction item. Acceptable input is YES or NO.
Allow Buy Now	Provide only if item is a silent auction item. Acceptable input is YES or NO.
Buy Now Price	Provide only if item is a silent auction item. Acceptable input is a number, no symbols.
Category Name	Optional. If you are using categories in your auction, you can provide the name here. The system will auto-create these categories during the import process.
Estimated Value	Optional. Estimated market value of the item. FMV calculations will be based on this value if provided. Acceptable input is a number, no symbols.
External Reference No
GIK Cost
Item Location
Item Type (Live/Silent)	Acceptable values are "LIVE" or "SILENT", denoting a live auction item or a silent auction type respectively. Default is Silent.
Misc Info 1
Misc Info 1 Title
Misc Info 2
Misc Info 2 Title
Provider Company Name
Provider Contact Email
Provider Contact First Name
Provider Contact Last Name
Provider Email
Provider First Name
Provider Last Name
Reserve Amount	Optional. Provide only if item is a silent auction item. Acceptable input is a number, no symbols.
Reserve Visible?	Optional. Provide only if item is a silent auction item. Acceptable input is YES or NO.
Restrictions
Sales Tax Applicable	Optional. Acceptable input is YES or NO.
Solicitor Name
Winning Bidder Communications

Event Offers Import Fields

Field	Notes
Offer Type	"Item for Sale", "Fund a Need"
Name	The name or short title for your item. Max 50 characters.
Description	Optional. Longer description of your item. You can include HTML rich text if necessary. Max 2,000 characters.
Amount	Acceptable input is a number, no symbols.
Fair Market Value	Optional. Acceptable input is a number, no symbols.
Total Available	Optional. Acceptable input is a number, no symbols.
Limit Per Order	Optional. Acceptable input is a number, no symbols.
Sales Tax Applicable	Optional. Acceptable input is YES or NO.

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