Required Columns
| Column |
|---|
| Donor ID |
| First name |
| Last name |
| fund |
| Gross amount |
| Payment method |
| Transaction date |
| Check number |
| status |
Optional Columns
| Column |
|---|
| campus |
| fee |
| 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 “Donor ID”.
- This provider does not use the Setup template-download option.
- Matching-relevant columns present in this parser: First name Last name email person id.
- The status column is required and is used for refund detection (for example: failed, refunded, disputed).