If you are tracking
pledges, your donations should include Pledge ID or Pledge Information, so that
we can connect Donation to the particular Pledge. Additionally, put Pledge as a
Payment Type for all Donations (Donations.xlsx) that were made towards a pledge. Mandatory Fields
Mandatory Field(s)
| Default Value Imported (If no data present)
|
Contact Making Donation (Contact ID)
| Contact 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.
|
First Payment Date
| 1900-01-01
|
Recurring Payment Amount / Total Amount
| No PLEDGE will be imported
|
Donation Type
| [pre-sumac]
|
Payment Type
| [pre-sumac]
|
Events
If there are pledges 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 pledges 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 pledge.
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 pledges that are restricted by the donor to go towards a particular purpose or fund, then this will be imported as a FUND in pledges.
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: