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Use this guide when your giving export source is CCB.

Required Columns

Column
Tax Deductible
Ind ID
Name
COA Category
Amount
Payment Type
Date
Check Number

Optional Columns

Column
campus
labels
mailing zip
membership type
payment source
person id

Import Behavior

  • Header matching is case-insensitive.
  • Unrecognized columns are ignored by the parser.
  • Setup includes a Remote ID toggle for this provider using the column “Ind ID”.
  • This provider does not use the Setup template-download option.
  • Matching-relevant columns present in this parser: Name person id.