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Use this guide when your giving export source is Touchpoint.

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Required Columns

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Optional Columns

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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 “PeopleId”.
  • This provider does not use the Setup template-download option.
  • Matching-relevant columns present in this parser: Name person id.