Required Columns
| Column |
|---|
| Fund Name |
| Amount |
| Payment Method |
| Received At |
| Check Number |
Optional Columns
| Column |
|---|
| Campus |
| City |
| Country Code |
| First Name |
| Full Address |
| Full Name |
| Labels |
| Last Name |
| Phone |
| Remote ID |
| State |
| Street Line 1 |
| Street Line 2 |
| Street Line 3 |
| Tax Deductible |
| Zip |
| 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 “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 person id.
- Open Import includes a downloadable template in Setup and is the fallback parser for unsupported sources.