Import Reference Tables

8/19/2026

Imports

Migrations

System Fields

When preparing a spreadsheet for import into DonorDock, you can map columns in your file to standard DonorDock system fields as well as eligible Custom Fields created by your organization.

The fields available for mapping depend on the type of import you are completing.

This guide provides reference tables for:

Contacts
Gifts
Activities
Notes
Pledges
Campaigns
Appeals
Funds

For step-by-step instructions on uploading, mapping, reviewing, and processing a file, see the Step-by-Step Import Guide.

Before You Begin: Donor ID vs. Account Number

Two fields that appear frequently throughout imports are Donor ID and Account Number. While both can identify an existing Contact, they serve different purposes.

Field	Purpose
Donor ID	A unique identifier automatically created and assigned by DonorDock when a Contact is created. Use the Donor ID when updating existing DonorDock records whenever possible.
Account Number	An identifier that can be assigned to a Contact. This field is appropriate for storing an ID or account number from a previous CRM, accounting system, or other outside database.

If you are preparing a change file to update existing Contacts in DonorDock, including the Donor ID is the most direct way to identify exactly which Contact to update. You may also use Account Number when your organization maintains unique Account Numbers.

If neither Donor ID nor Account Number is available, DonorDock may use other Contact information to identify a possible existing record. See Detecting Duplicate Contacts During Import for details about Contact matching and Composite Matching.

Contact Import Fields

The Contact Import is used to create Contact records in bulk or update existing Contacts.

When creating a new Contact, at least one of the following must contain a value:

Account Number
Company/Household Name
First Name
Last Name

For individual Contacts, including First Name and Last Name is strongly recommended so DonorDock can create an appropriate display name. When updating existing Contacts, include Donor ID or Account Number whenever possible.

DonorDock Field	Description	Accepted Value or Format	Required
Donor ID	Unique Contact ID automatically assigned by DonorDock. Recommended when updating an existing Contact.	DonorDock-generated alphanumeric ID	Existing Contacts only
Account Number	Contact account number. May also store an identifier from another system.	Alphanumeric	Conditional
Contact Status	Status of the Contact.	Active, Inactive, Archived	No
Contact Type	Type of Contact record.	Individual, Organization, Household	No
Company/Household Name	Name of an Organization or Household Contact.	Alphanumeric	Conditional
First Name	Contact's first name.	Alphanumeric	Conditional
Middle Name	Contact's middle name.	Alphanumeric	No
Last Name	Contact's last name.	Alphanumeric	Conditional
Email	Contact's primary email address.	Valid email address	No
Main Phone	Contact's main phone number.	Valid phone number	No
Address Line 1	First line of the primary address.	Alphanumeric	No
Address Line 2	Second line of the primary address.	Alphanumeric	No
Address Line 3	Third line of the primary address.	Alphanumeric	No
City	City for the primary address.	Alphanumeric	No
State or Province	State or province for the primary address.	Alphanumeric	No
Postal Code	Postal or ZIP code for the primary address.	Alphanumeric	No
County	County for the primary address.	Alphanumeric	No
Country	Country for the primary address.	Alphanumeric	No
Owner	DonorDock user assigned as the Contact owner.	Valid email address for a DonorDock user	No
Title	Honorific or title for the Contact.	Alphanumeric	No
Addressee	Name format used in an address block or mail merge.	Alphanumeric	No
Salutation	Name or greeting used when addressing the Contact in correspondence.	Alphanumeric	No
Suffix	Name suffix, such as Jr., Sr., or PhD.	Alphanumeric	No
Nickname	Contact's preferred nickname.	Alphanumeric	No
Former Name	Name previously used by the Contact.	Alphanumeric	No
Birthday	Contact's birth date.	MM/DD/YYYY	No
Secondary Address	Secondary address field available for mapping in addition to the individual secondary address components.	Alphanumeric	No
Secondary Address Line 1	First line of the secondary address.	Alphanumeric	No
Secondary Address Line 2	Second line of the secondary address.	Alphanumeric	No
Secondary Address Line 3	Third line of the secondary address.	Alphanumeric	No
Secondary City	City for the secondary address.	Alphanumeric	No
Secondary State or Province	State or province for the secondary address.	Alphanumeric	No
Secondary Postal Code	Postal or ZIP code for the secondary address.	Alphanumeric	No
Secondary County	County for the secondary address.	Alphanumeric	No
Secondary Country	Country for the secondary address.	Alphanumeric	No
Business Phone	Contact's business phone number.	Valid phone number	No
Mobile Phone	Contact's mobile phone number.	Valid phone number	No
Fax	Contact's fax number.	Valid phone number	No
Website	Contact's website.	Valid URL	No
Facebook Username	Contact's Facebook username.	Alphanumeric	No
Instagram Username	Contact's Instagram username.	Alphanumeric	No
LinkedIn Username	Contact's LinkedIn username.	Alphanumeric	No
Twitter Username	Contact's Twitter/X username.	Alphanumeric	No
Spouse First Name	Spouse's first name.	Alphanumeric	No
Spouse Last Name	Spouse's last name.	Alphanumeric	No
Spouse Email	Spouse's email address.	Valid email address	No
Spouse Mobile Phone	Spouse's mobile phone number.	Valid phone number	No
Spouse Business Phone	Spouse's business phone number.	Valid phone number	No
Spouse Birthday	Spouse's birth date.	MM/DD/YYYY	No
Number of Children	Number of children associated with the Contact.	Numeric value	No
Do Not Solicit	Indicates that the Contact should not be solicited.	True/False value	No
Bad Address	Indicates that the Contact's address is known to be incorrect.	True/False value	No
Deceased	Indicates that the Contact is deceased.	True/False value	No
Unsubscribed	Indicates that the Contact is unsubscribed from marketing email.	True/False value	No
SMS Unsubscribed	Indicates that the Contact is unsubscribed from SMS messaging.	True/False value	No
Description	General description of the Contact.	Alphanumeric, up to 1,500 characters	No
Affiliation	Affiliation associated with the Contact.	Alphanumeric	No
Badges	Badges to assign to the Contact. Multiple badges may be included.	Comma-separated badge names	No
Marketing Lists	Marketing Lists that should include the Contact.	Comma-separated list names	No
Household	Household the Contact belongs to. If no matching Household exists, a new Household may be created.	Alphanumeric	No
Household Role	Contact's role within the Household.	Alphanumeric	No
Job Title	Contact's job title.	Alphanumeric	No
Employer	Employer associated with the Contact. If no matching Employer exists, you may create a new Employer.	Alphanumeric	No
Special Circumstances	Internal information or instructions related to engaging with the Contact.	Alphanumeric, up to 1,500 characters	No

Gift Import Fields

A Gift Import can include both Contact fields and Gift fields. This allows DonorDock to identify or create the Contact associated with each Gift while importing the transaction.

When creating a Gift, the import must contain:

Gift Date
Gift Amount
Enough identifying Contact information to determine which Contact the Gift belongs to

You may also map Contact fields listed in the Contact Import Fields section during a Gift Import as long as each row ALSO contains enough information to create a gift.

DonorDock Field	Description	Accepted Value or Format	Required
Gift ID	Unique identifier for the Gift. Use when working with an existing Gift.	Alphanumeric	No
Gift Date	Date the Gift was received.	MM/DD/YYYY	Yes
Campaign	Campaign associated with the Gift. DonorDock uses the Campaign name to locate the related record.	Alphanumeric	No
Appeal	Appeal associated with the Gift. DonorDock uses the Appeal name to locate the related record.	Alphanumeric	No
Fund	Fund associated with the Gift. DonorDock uses the Fund name to locate the related record.	Alphanumeric	No
Gift Type	Type of Gift.	Donation, Membership, Event Ticket, Grant	No
Gift Status	Status of the Gift. If omitted, the Gift defaults to Received.	Pledged, Received, Canceled	No
Payment Type	Method used to make the payment.	Cash, Credit Card, Check, In Kind, Stock, ACH, PayPal, Payroll, Other	No
Soft Credit Parent ID	Identifier for the parent Gift associated with a soft credit.	Alphanumeric	No
Soft Credit Amount	Amount of the soft credit.	Decimal value greater than or equal to 0	No
Gift Amount	Amount of the Gift.	Decimal value greater than or equal to 0	Yes
Fee Amount	Processing fee associated with the Gift.	Decimal value greater than or equal to 0	No
Fees Covered	Indicates whether the processing fees were covered.	True/False value	No
Matched Gift Parent ID	Identifier for the parent Gift associated with a matching Gift.	Alphanumeric	No
Pledge ID	Identifier for the Pledge associated with the Gift.	Alphanumeric	No
Pledged Amount	Amount associated with a pledged Gift.	Decimal value greater than or equal to 0	No
Non-Deductible Amount	Portion of the Gift that is not tax deductible.	Decimal value greater than or equal to 0	No
Check Date	Date shown on the check when Payment Type is Check.	MM/DD/YYYY	No
Deposit Date	Date the payment was deposited.	MM/DD/YYYY	No
Batch Name	Batch the Gift should be associated with.	Alphanumeric	No
Payment ID	Payment identifier, such as a check number or transaction ID.	Alphanumeric	No
Is Tribute	Indicates whether the Gift is a tribute.	True/False value	No
Tribute Type	Specifies whether the tribute is in honor or memory of someone.	Honor, Memorial	Required for applicable tribute Gifts
Tribute Message	Description or message associated with the tribute.	Alphanumeric	No
Honoree Name	Name of the person being honored or memorialized.	Alphanumeric	No
Dedication Contact Name	Name of the person who should be notified of the tribute Gift.	Alphanumeric	No
Dedication Contact Address Line 1	Address for the dedication Contact.	Alphanumeric	No
Dedication Contact City	City for the dedication Contact.	Alphanumeric	No
Dedication Contact State or Province	State or province for the dedication Contact.	Alphanumeric	No
Dedication Contact Postal Code	Postal or ZIP code for the dedication Contact.	Alphanumeric	No
Dedication Contact Country	Country for the dedication Contact.	Alphanumeric	No
Dedication Contact Email	Email for the dedication Contact.	Valid email address	No
Treat as Anonymous	Indicates whether the Gift should be treated as anonymous.	True/False value	No
Tracking Code	Tracking code associated with the Gift.	Alphanumeric	No
Payment Note	Internal note associated with the payment or Gift.	Alphanumeric	No
Membership Type	Membership type associated with a Membership Gift.	Alphanumeric	No
Membership Start Date	Start date of the Membership.	MM/DD/YYYY	No
Membership End Date	End date of the Membership.	MM/DD/YYYY	No
Receipt Sent	Indicates whether a receipt has already been sent for the Gift.	True/False value	No
Gift Tags	Tags associated with the Gift.	Comma-separated tag names	No

Activity Import Fields

Activity Imports can add completed or incomplete Activities to Contact records.

When creating an Activity, the import must contain:

Activity Type
Activity Date
Activity State
Subject
Enough identifying Contact information to associate the Activity with the correct Contact

DonorDock Field	Description	Accepted Value or Format	Required
Donor ID	DonorDock-generated ID for the Contact associated with the Activity.	DonorDock-generated alphanumeric ID	Conditional
Account Number	Account Number for the Contact associated with the Activity.	Alphanumeric	Conditional
Company/Household Name	Organization or Household name used to identify the Contact.	Alphanumeric	Conditional
First Name	First name used to identify the Contact.	Alphanumeric	Conditional
Last Name	Last name used to identify the Contact.	Alphanumeric	Conditional
Email	Primary email used to identify the Contact.	Valid email address	Conditional
Secondary Email	Secondary email used to identify the Contact.	Valid email address	Conditional
Activity ID	Unique identifier for the Activity. May be an ID from an external system.	Alphanumeric	No
Type	Type of Activity being imported.	Email, Phone Call, Letter, Meeting, Task, Event Attendance, Volunteer, Ask, Receipt, Log Email, Log Text	Yes
Subject	Subject or title of the Activity.	Alphanumeric	Yes
Body	Body or description of the Activity.	Alphanumeric	No
Activity Date	Date of the Activity. For future Activities, this may represent the scheduled date.	MM/DD/YYYY	Yes
Due Date	Due date associated with the Activity when applicable.	MM/DD/YYYY	No
Location Address	Location associated with a Meeting or other Activity.	Alphanumeric	No
Hours	Number of hours associated with a Volunteer Activity.	Numeric value	No
Activity State	Current state of the Activity.	Complete, Incomplete, Canceled	Yes
Probability	Probability associated with an Ask when applicable.	Numeric value	No
Ask Amount	Amount associated with an Ask.	Decimal value	No
Planned Ask Amount	Planned amount associated with an Ask.	Decimal value	No
Ask Board	Ask Board associated with the Activity.	Existing or mapped Ask Board name	No
Ask Stage	Ask Stage associated with the Activity.	Existing or mapped Ask Stage name	No
Project Board	Project Board associated with the Activity.	Existing or mapped Project Board name	No
Project Stage	Project Stage associated with the Activity.	Existing or mapped Project Stage name	No
Campaign	Campaign associated with the Activity.	Alphanumeric	No
Appeal	Appeal associated with the Activity.	Alphanumeric	No
Add to Action Board	Indicates whether the Activity should appear on the assigned owner's Action Board.	True/False value	No
Completion Notes	Notes recorded when the Activity was completed.	Alphanumeric	No
Completion Date	Date the Activity was completed.	MM/DD/YYYY	No
Owner	DonorDock user assigned to the Activity.	Valid email address for a DonorDock user	No

Notes Import Fields

Notes Imports allow you to add Notes to Contact records in bulk.

Your spreadsheet should include enough identifying Contact information to associate each Note with the correct Contact.

DonorDock Field	Description	Accepted Value or Format	Required
Donor ID	DonorDock-generated ID for the Contact associated with the Note.	DonorDock-generated alphanumeric ID	Conditional
Account Number	Account Number for the Contact associated with the Note.	Alphanumeric	Conditional
Company/Household Name	Organization or Household name used to identify the Contact.	Alphanumeric	Conditional
First Name	First name used to identify the Contact.	Alphanumeric	Conditional
Last Name	Last name used to identify the Contact.	Alphanumeric	Conditional
Email	Primary email used to identify the Contact.	Valid email address	Conditional
Secondary Email	Secondary email used to identify the Contact.	Valid email address	Conditional
Body	Content of the Note.	Alphanumeric	Yes
Note Date	Date associated with the Note.	MM/DD/YYYY	No
Owner	DonorDock user associated with the Note.	Valid email address for a DonorDock user	No

Pledge Import Fields

Pledge Imports allow you to add Pledges to Contact records in bulk.

The import must contain enough information to associate the Pledge with the correct Contact. Whenever possible, use Donor ID or Account Number for the most reliable matching.

For a new Pledge, the following Pledge information is required:

Pledge Start Date
Pledge Status
Pledged Amount

DonorDock Field	Description	Accepted Value or Format	Required
Pledge ID	Unique identifier for a Pledge. Include when identifying an existing Pledge.	Alphanumeric	Conditional
Donor ID	DonorDock-generated ID for the Contact associated with the Pledge.	DonorDock-generated alphanumeric ID	Conditional
Account Number	Account Number for the Contact associated with the Pledge.	Alphanumeric	Conditional
Email	Email address used to identify the Contact associated with the Pledge.	Valid email address	Conditional
Pledge Start Date	Date the Pledge begins.	MM/DD/YYYY	Yes
Pledge Status	Current status of the Pledge.	Cancelled, Received, Pledged	Yes
Pledged Amount	Total amount of the Pledge.	Decimal value greater than or equal to 0	Yes
Pledge Payment Interval	Frequency at which Pledge installments are expected.	Annual, Just Once, Monthly, Quarterly, None	Yes
Number of Installments	Number of installments expected to fulfill the Pledge.	Whole number greater than or equal to 0. If not specified, will default to 1.	No
Campaign	Campaign associated with the Pledge.	Alphanumeric	No
Appeal	Appeal associated with the Pledge.	Alphanumeric	No
Fund	Fund associated with the Pledge.	Alphanumeric	No
Notes	Notes associated with the Pledge.	Alphanumeric	No

Campaign Import Fields

Campaign Imports allow you to create Campaign records in bulk.

DonorDock Field	Description	Accepted Value or Format	Required
Campaign Name	Name of the Campaign.	Alphanumeric	Yes
Description	Description of the Campaign.	Alphanumeric	No
Goal	Fundraising goal associated with the Campaign.	Decimal value	No
Start Date	Campaign start date.	MM/DD/YYYY	No
End Date	Campaign end date.	MM/DD/YYYY	No
Type	Campaign Type associated with the Campaign.	Alphanumeric or mapped Campaign Type	No
Record Status	Record status for the Campaign.	Valid DonorDock record status	No

Appeal Import Fields

Appeal Imports allow you to create Appeal records in bulk.

DonorDock Field	Description	Accepted Value or Format	Required
Appeal Name	Name of the Appeal.	Alphanumeric	Yes
Description	Description of the Appeal.	Alphanumeric	No
Goal	Fundraising goal associated with the Appeal.	Decimal value	No
Start Date	Appeal start date.	MM/DD/YYYY	No
End Date	Appeal end date.	MM/DD/YYYY	No
Appeal Type	Type associated with the Appeal.	Alphanumeric or mapped Appeal Type	No
Campaign	Campaign associated with the Appeal.	Alphanumeric	No
Fund	Fund associated with the Appeal.	Alphanumeric	No
Number Solicited	Number of individuals solicited through the Appeal.	Numeric value	No
Solicitation Goal	Solicitation goal associated with the Appeal.	Numeric or decimal value	No
Record Status	Record status for the Appeal.	Valid DonorDock record status	No

Fund Import Fields

Fund Imports allow you to create Fund records in bulk.

DonorDock Field	Description	Accepted Value or Format	Required
Fund Name	Name of the Fund.	Alphanumeric	Yes
Description	Description of the Fund.	Alphanumeric	No
Accounting Number	Accounting or external reference number associated with the Fund.	Alphanumeric	No
Class Name	Accounting class associated with the Fund.	Alphanumeric	No
Goal	Fundraising goal associated with the Fund.	Decimal value	No
Fund Status	Status associated with the Fund.	Valid DonorDock Fund status	No

Importing Custom Fields

The tables above list the standard system fields available in DonorDock. Your organization may also have additional Custom Fields available during an import.

Custom Fields let you import information specific to your organization's processes that isn't represented by a standard DonorDock field.

Depending on the import type, you may be able to map spreadsheet columns to:

Contact Custom Fields
Gift Custom Fields
Activity Custom Fields

For example, if your organization has a Contact Custom Field named Volunteer Interest, you can map a column in your Contact Import containing volunteer interest information directly to that Custom Field.

You must create a Custom Field in DonorDock before beginning the import.

The Import tool cannot create a new Custom Field from a spreadsheet column. If the field does not already exist, create it in your organization's Custom Fields settings before completing the import.

The values in each spreadsheet row will then be imported according to the type and configuration of that Custom Field.

Available Custom Field formats include:

Custom Field Type	Expected Data
Text	Letters, numbers, or other text
Number	Numeric values
Checkbox	True/False values
Date	Date values, typically MM/DD/YYYY
Select	One available selection
Multiselect	One or more available selections

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