3. Donations Data Preparation Instructions

3. Donations Data Preparation Instructions

Type of information that goes in this tab:

  1. Records of any voluntary transfer of property without valuable consideration to the donor such as
    1. monetary gifts
    2. in-kind gifts
    3. gifts meant for auction
    4. securities and other monetary instruments
  2. Funds received from grants you applied for
  3. Transactions involving a partial amount that is entitled to a tax receipt
  4. Funds received as a result of recurring donations or pledges made to your organization
  5. Information about how the donation was solicited; whether it was the result of a campaign or an event.
  6. What the donation is meant to go towards

How the information entered in this tab will be handled:

  1. Every row will be imported as one DONATION record. 
  2. Every column in this tab represents a field in the DONATION record in Sumac.  
  3. If you do not track information that belongs in any given column in the template, leave that column blank. 

Mandatory Fields

Mandatory Field(s)
Default Value Imported (If no data present)
Donor ID
Donor IDs column needs to match Contact ID column in the Contacts Template. IF THERE ARE NO IDs THIS TEMPLATE IS NOT APPROPRIATE FOR YOUR MIGRATION.
Donation Type
[pre-sumac]
Payment Type
[pre-sumac]
When Received
1900-01-01

If there is no data in the fields listed above, the corresponding default values on the right will be imported.
 

Events

If there are donations in your data that were received as a result of an EVENT, then in order to import an event into Sumac we will need your data to contain the following:
Mandatory Field(s)
Default Value Imported (If no data present)
Event Name
No EVENT will be imported
Event Type
[pre-sumac]
Event Date
1900-01-01

 The above fields are in the template provided.

Campaigns

If there are donations in your data that were received as a result of a fundraising initiative such as a CAMPAIGN, a mailed or emailed appeal, or some other named initiative for solicitation, then this data will be imported as a Campaign into Sumac and then tied to that donation.

Mandatory Field
Default Value Imported (If no data present)
Campaign Name
No CAMPAIGN will be imported

 The above fields are in the template provided. 

Funds

If there are donations that are restricted by the donor to go towards a particular purpose or fund, then this will be imported as a FUND in donations.
Mandatory Field
Default Value Imported (If no data present)
Fund Name
No FUND will be imported
 
 The above fields are in the template provided.

 Example

This illustrates some of the defaults of mandatory fields do not contain data.




    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!

      • Related Articles

      • 8. Pledges Data Preparation Instructions

        Type of information that goes in this tab of the template: A PLEDGE is a promise from a CONTACT that the CONTACT intends to make one or more DONATIONS. A PLEDGE may include detailed payment instructions to enable you to collect the funds pledged. ...

      • Health & Social Services Configuration Data Preparation Instructions

        Introduction This page is meant to provide you with information on how to populate your health & social services case management specific data into the Health & Social Services build template that you downloaded from the template-based migration ...

      • Shelters & Transitional Housing Configuration Data Preparation Instructions

        Introduction This page is meant to provide you with information on how to populate your transitional shelter case management specific data into the Shelters & Transitional Housing build template that you downloaded from the template-based migration ...

      • 4. Communications Data Preparation Instructions

        Type of information that goes in this tab of the template: This tab is where you will enter any interactions you have, with a CONTACT in your database, that requires a date but does not require you to track the duration of the interaction. Some ...

      • 2. Contacts Data Preparation Instructions

        Type of information that goes in this tab of the template: This template is for ALL the records in your data that will end up as CONTACTS in Sumac. Here are some examples of what a CONTACT may be: an entity that makes DONATIONS and receives ...
      Societ Academy

      Learn what you need to know, any time. Free!
      ​


      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.