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Use this guide when your giving export source is Touchpoint.

Required Columns

Column
NonTaxDed
PeopleId
Name
Fund
ContributionAmount
ContributionType
ContributionDate
CheckNo

Optional Columns

Column
Address
Address2
City
State
Zip
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 “PeopleId”.
  • This provider does not use the Setup template-download option.
  • Matching-relevant columns present in this parser: Name person id.