Required Columns
| Column |
|---|
| Tax Deductible |
| User Id |
| First Name |
| Last Name |
| Category |
| Amount |
| Note |
| Date |
| Check Number |
Optional Columns
| Column |
|---|
| campus |
| labels |
| 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 “User Id”.
- This provider does not use the Setup template-download option.
- Matching-relevant columns present in this parser: First Name Last Name person id.