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Use this guide when your giving export source is Realm.

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Required Columns

Column
Name
Email
Phone
Fund Name
Amount
Type
Gift Date
Check/Ref#
Voided

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Optional Columns

Column
Address1
Address2
City
Postal Code
Region
campus
labels
payment source
person id

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Import Behavior

  • Header matching is case-insensitive.
  • Unrecognized columns are ignored by the parser.
  • Setup does not expose a provider-specific Remote ID toggle for this parser.
  • This provider does not use the Setup template-download option.
  • Matching-relevant columns present in this parser: Email Name Phone person id.