Skip to main content

Data Importer - Guided Import field mapping options

Updated

Guided Import maps to a fixed set of fields. To help in building CSV exports from your CRM, you'll find below a list of datapoints offered for each type of configuration that will display as options the mapping dropdown. Some sections and fields are conditionally available based on your school's products and features. Note that not all of these are not required and might not make sense for your use case!

Options always Available

  • Constituent Identifier
  • Custom Field
  • Ignore Field

 

Constituent Data

  • Biographical Data
    • First Name
    • Last Name
    • Preferred First Name
    • Prefix
    • Middle Name
    • Nickname
    • Suffix
    • Former Last Name
    • Preferred Email
    • Business Email
    • Other Email
    • Birth Date
    • Cell Phone
    • Home Phone
    • Work Phone
    • Preferred Phone
    • Class Year
    • LinkedIn URL
    • Ask Amount
    • Prospect Manager
    • Prospect Manager Email
    • Employer
    • Job Title
    • Deceased
    • Prospect Status
    • Prospect Classification
  • Constituent - Mailing Address 1
    • Country
    • City
    • Zipcode
    • State
    • Address Line 1
    • Address Line 2
    • Latitude
    • Longitude
    • Preferred
    • Address Type
    • Address Region
  • Constituent - Mailing Address 2
    • Country
    • City
    • Zipcode
    • State
    • Address Line 1
    • Address Line 2
    • Latitude
    • Longitude
    • Preferred
    • Address Type
    • Address Region
  • Constituent - Mailing Address 3
    • Country
    • City
    • Zipcode
    • State
    • Address Line 1
    • Address Line 2
    • Latitude
    • Longitude
    • Preferred
    • Address Type
    • Address Region
  • Constituent - Affiliations 1
    • Affiliation Name
    • Affiliation Value
  • Constituent - Affiliations 2
    • Affiliation Name
    • Affiliation Value
  • Constituent - Affiliations 3
    • Affiliation Name
    • Affiliation Value
  • Constituent - Solicit Codes 1
    • Solicit Code Name
  • Constituent - Solicit Codes 2
    • Solicit Code Name
  • Constituent - Solicit Codes 3
    • Solicit Code Name
  • Constituent - Activities 1
    • Activity Name
    • Activity Type
    • Start Date
    • End Date
    • Year
  • Constituent - Activities 2
    • Activity Name
    • Activity Type
    • Start Date
    • End Date
    • Year
  • Constituent - Activities 3
    • Activity Name
    • Activity Type
    • Start Date
    • End Date
    • Year
  • Constituent - Degrees 1 (GC Gift Officer Only)
    • External ID
    • Institution
    • College
    • Degree Type
    • Year
    • Major & Minors 1 - Name
    • Major & Minors 1 - Major or Minor
    • Major& Minors 1 - Concentration
    • Major & Minors 2 - Name
    • Major & Minors 2 - Major or Minor
    • Major & Minors 2 - Concentration
  • Constituent - Degrees 2 (GC Gift Officer Only)
    • External ID
    • Institution
    • College
    • Degree Type
    • Year
    • Major & Minors 1 - Name
    • Major & Minors 1 - Major or Minor
    • Major& Minors 1 - Concentration
    • Major & Minors 2 - Name
    • Major & Minors 2 - Major or Minor
    • Major & Minors 2 - Concentration
  • Constituent - Degrees 3 (GC Gift Officer Only)
    • External ID
    • Institution
    • College
    • Degree Type
    • Year
    • Major & Minors 1 - Name
    • Major & Minors 1 - Major or Minor
    • Major& Minors 1 - Concentration
    • Major & Minors 2 - Name
    • Major & Minors 2 - Major or Minor
    • Major & Minors 2 - Concentration
  • Constituent - Personalization - Form Autofill Data 1
    • Tag
    • Ask Amount
    • Greeting Message
    • Display Name
    • Payer Name
    • Designation Selections 1 - Designation Backend
    • Designation Selections 1 - Designation Amount
    • Designation Selections 2 - Designation Backend
    • Designation Selections 2 - Designation Amount
  • Constituent - Personalization - Form Autofill Data 2
    • Tag
    • Ask Amount
    • Greeting Message
    • Display Name
    • Payer Name
    • Designation Selections 1 - Designation Backend
    • Designation Selections 1 - Designation Amount
    • Designation Selections 2 - Designation Backend
    • Designation Selections 2 - Designation Amount
  • Constituent - Personalization - Form Autofill Data 3
    • Tag
    • Ask Amount
    • Greeting Message
    • Display Name
    • Payer Name
    • Designation Selections 1 - Designation Backend
    • Designation Selections 1 - Designation Amount
    • Designation Selections 2 - Designation Backend
    • Designation Selections 2 - Designation Amount
  • Constituent - Personalization - Form Autofill Data 4
    • Tag
    • Ask Amount
    • Greeting Message
    • Display Name
    • Payer Name
    • Designation Selections 1 - Designation Backend
    • Designation Selections 1 - Designation Amount
    • Designation Selections 2 - Designation Backend
    • Designation Selections 2 - Designation Amount

Spouse/Partner & Relative Data 1

  • Relative Type
  • Relative Constituent ID
  • First Name
  • Last Name
  • Preferred Email
  • Business Email
  • Other Email
  • Birth Date
  • Deceased

Spouse/Partner & Relative Data 2

  • Relative Type
  • Relative Constituent ID
  • First Name
  • Last Name
  • Preferred Email
  • Business Email
  • Other Email
  • Birth Date
  • Deceased

 

Gift Data

  • Gifts 1
    • Gift Transaction ID
    • Opportunity ID
    • Amount
    • Payment Date
    • Fiscal Year
    • Gift Type
    • Anonymous
    • Gift Source
    • Custom Information 1
    • Custom Information 2
    • Designations 1 - Designation
    • Designations 1 - Designation Amount
    • Designations 1 - Backend
    • Designations 1 - Write In
    • Designations 2 - Designation
    • Designations 2 - Designation Amount
    • Designations 2 - Backend
    • Designations 2 - Write In
  • Gifts 2
    • Gift Transaction ID
    • Opportunity ID
    • Amount
    • Payment Date
    • Fiscal Year
    • Gift Type
    • Anonymous
    • Gift Source
    • Custom Information 1
    • Custom Information 2
    • Designations 1 - Designation
    • Designations 1 - Designation Amount
    • Designations 1 - Backend
    • Designations 1 - Write In
    • Designations 2 - Designation
    • Designations 2 - Designation Amount
    • Designations 2 - Backend
    • Designations 2 - Write In

GC Gift Officer Data

  • Portfolio Assignments 1
    • Assignment Type
    • Gift Officer ID
  • Portfolio Assignments 2
    • Assignment Type
    • Gift Officer ID
  • Questionnaire Answers 1 
    • Answer ID
    • Gift Officer ID
    • Answer Text
    • Question ID
    • Question Text
    • Questionnaire ID
    • Questionnaire Name
  • Questionnaire Answers 2
    • Answer ID
    • Gift Officer ID
    • Answer Text
    • Question ID
    • Question Text
    • Questionnaire ID
    • Questionnaire Name
  • Interactions 1
    • Interaction ID
    • Contact Method
    • Date of Interaction
    • Content
    • Title
    • Is a Significant Interaction
    • Task ID
    • Plan ID
    • Stage
    • State
    • Custom Attribute
    • Custom Attribute Type
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Constituents 1 - Primary
    • Constituents 1 - Constituent ID
    • Constituents 2 - Primary
    • Constituents 2 - Constituent ID
  • Interactions 2
    • Interaction ID
    • Contact Method
    • Date of Interaction
    • Content
    • Title
    • Is a Significant Interaction
    • Task ID
    • Plan ID
    • Stage
    • State
    • Custom Attribute
    • Custom Attribute Type
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Constituents 1 - Primary
    • Constituents 1 - Constituent ID
    • Constituents 2 - Primary
    • Constituents 2 - Constituent ID
  • Tasks 1
    • Task ID
    • Gift Officer ID
    • State
    • Due Date
    • Finished Date
    • Title
    • Description
    • Stage
    • Plan ID
  • Tasks 2
    • Task ID
    • Gift Officer ID
    • State
    • Due Date
    • Finished Date
    • Title
    • Description
    • Stage
    • Plan ID
  • Plans 1
    • Plan ID
    • Plan Type
    • Name
    • Plan Stage
    • Start Date
    • End Date
    • Narrative
    • Active
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Secondary Constituents 1 - Constituent ID
    • Secondary Constituents 1 - Primary
    • Secondary Constituents 2 - Constituent ID
    • Secondary Constituents 2 - Primary
  • Plans 2
    • Plan ID
    • Plan Type
    • Name
    • Plan Stage
    • Start Date
    • End Date
    • Narrative
    • Active
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Secondary Constituents 1 - Constituent ID
    • Secondary Constituents 1 - Primary
    • Secondary Constituents 2 - Constituent ID
    • Secondary Constituents 2 - Primary
  • Opportunities 1
    • Name
    • Opportunity ID
    • Ask Date
    • Ask Amount
    • Expected Ask Date
    • Expected Ask Amount
    • Expected Amount
    • Expected Response Date
    • Response Date
    • Expected Close Date
    • Received Amount
    • Opportunity Status
    • Opportunity Type
    • Opportunity Notes
    • Likelihood
    • Plan ID
    • Custom Amount
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Secondary Constituents 1 - Constituent ID
    • Secondary Constituents 1 - Primary
    • Secondary Constituents 2 - Constituent ID
    • Secondary Constituents 2 - Primary
    • Allocations 1 - Designation ID
    • Allocations 1::Allocation Amount 1 - Allocation Amount Type
    • Allocations 1::Allocation Amount 1 - Amount
    • Allocations 1::Allocation Amount 2 - Allocation Amount Type
    • Allocations 1::Allocation Amount 2 - Amount
    • Allocations 1::Allocation Amount 3 - Allocation Amount Type
    • Allocations 1::Allocation Amount 3 - Amount
    • Allocations 1::Allocation Amount 4 - Allocation Amount Type
    • Allocations 1::Allocation Amount 4 - Amount
    • Allocations 2 - Designation ID
    • Allocations 2::Allocation Amount 1 - Allocation Amount Type
    • Allocations 2::Allocation Amount 1 - Amount
    • Allocations 2::Allocation Amount 2 - Allocation Amount Type
    • Allocations 2::Allocation Amount 2 - Amount
    • Allocations 2::Allocation Amount 3 - Allocation Amount Type
    • Allocations 2::Allocation Amount 3 - Amount
    • Allocations 2::Allocation Amount 4 - Allocation Amount Type
    • Allocations 2::Allocation Amount 4 - Amount
  • Opportunities 2
    • Name
    • Opportunity ID
    • Ask Date
    • Ask Amount
    • Expected Ask Date
    • Expected Ask Amount
    • Expected Amount
    • Expected Response Date
    • Response Date
    • Expected Close Date
    • Received Amount
    • Opportunity Status
    • Opportunity Type
    • Opportunity Notes
    • Likelihood
    • Plan ID
    • Custom Amount
    • Gift Officers 1 - Primary
    • Gift Officers 1 - Gift Officer ID
    • Gift Officers 2 - Primary
    • Gift Officers 2 - Gift Officer ID
    • Secondary Constituents 1 - Constituent ID
    • Secondary Constituents 1 - Primary
    • Secondary Constituents 2 - Constituent ID
    • Secondary Constituents 2 - Primary
    • Allocations 1 - Designation ID
    • Allocations 1::Allocation Amount 1 - Allocation Amount Type
    • Allocations 1::Allocation Amount 1 - Amount
    • Allocations 1::Allocation Amount 2 - Allocation Amount Type
    • Allocations 1::Allocation Amount 2 - Amount
    • Allocations 1::Allocation Amount 3 - Allocation Amount Type
    • Allocations 1::Allocation Amount 3 - Amount
    • Allocations 1::Allocation Amount 4 - Allocation Amount Type
    • Allocations 1::Allocation Amount 4 - Amount
    • Allocations 2 - Designation ID
    • Allocations 2::Allocation Amount 1 - Allocation Amount Type
    • Allocations 2::Allocation Amount 1 - Amount
    • Allocations 2::Allocation Amount 2 - Allocation Amount Type
    • Allocations 2::Allocation Amount 2 - Amount
    • Allocations 2::Allocation Amount 3 - Allocation Amount Type
    • Allocations 2::Allocation Amount 3 - Amount
    • Allocations 2::Allocation Amount 4 - Allocation Amount Type
    • Allocations 2::Allocation Amount 4 - Amount

 

Multiple Records Summary

Guided Import allows up to a certain number of columns per record when a constituent could have multiple related records (such as someone who has multiple affiliations to the institution). The maximum number of column sets is defined below. If you need to import more than this, you can import a separate file with this data listed vertically (multiple rows) instead of horizontally (multiple columns).

  • Addresses - up to 3
  • Affiliations - up to 3
  • Solicit Codes - up to 3
  • Activities - up to 3
  • Degrees - up to 3
    • Major/Minors - up to 2 per degree
  • Spouse/Partner/Relative - up to 2
  • Gifts - up to 2
  • Designations - up to 2 per gift
  • Portfolio Assignments - up to 2
  • Questionnaire Answers - up to 2
  • Interactions - up to 2
    • Gift Officers - up to 2 per interaction
    • Constituents - up to 2 per interaction
  • Plans - up to 2
    • Gift Officers - up to 2 per plan
    • Constituents - up to 2 per plan
  • Opportunities - up to 2
    • Gift Officers - up to 2 per opportunity
    • Constituents - up to 2 per opportunity
    • Allocations - up to 2 per opportunity
      • Allocation Amount Types - up to 4 per allocation
  • Personalization - Designations - up to 4

Not supported: everything in one constituent record

Supported: separate files for related records

A constituent file

An affiliations file

Have your files ready? Head over to Guided Import to get them uploaded, mapped, and imported! Additional questions? Reach out to our team at support@givecampus.com

 

Related to

Related articles

Comments

0 comments

Article is closed for comments.