Required Columns
In addition, each row must include either a Person ID or both First Name and Last Name to identify the donor.
Optional Columns
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 “Remote ID”.
- A provider template download is available in Setup.
- Matching-relevant columns present in this parser: Email First Name Last Name Phone Remote ID.
- All in-kind donations are marked as tax deductible.
- Batch and payment source configuration are skipped for this provider.
- If Fair Market Value is provided it is used as the donation amount for the fund split.