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Use this guide when your giving export source is RockRMS.

Required Columns

Column
Transaction Type
Remote ID
First Name
Last Name
Email
Mobile Phone Number
Fund
Amount
Currency Type
Received At

Optional Columns

Column
Check Number
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 “Remote ID”.
  • This provider does not use the Setup template-download option.
  • Matching-relevant columns present in this parser: Email First Name Last Name Mobile Phone Number Remote ID person id.