CSV Format for Schedule "A" Contributions

Example of Data and Structure

You may download this example (xls/csv) and use it as a template, but remove the left column before using.

Each contribution is made up of several elements and each contribution must have the required elements.  The example spreadsheet above gives an example of correct headers and may be used as a template.  In addition, it provides a working example for each type of contribution with the required elements provided.  The section below outlines each header (element) and whether or not it is required and when it needs a value. 

NOTE: Some fields will be, and need to be, blank.

Contributions Data Fields

The exact text in the left column below needs to be used for each header in the columns of the spreadsheet.

Column Header Required or Optional Additional Information
committeename Required Column -*Optional Value - Full Committee name of the contributing committee. Use only if type of contributor is another registered committee. 
committeecode Required Column -*Optional Value - Committee code of the contributing committee. Use only if type of contributor is another registered committee
contacttype Required Column - Required Value - Name of the type of contributor.  Individual (use for person only)
Organization (use for committees with ID number or other entities) 
Trust (use this if contribution is from a trust and fill out required trustee/trustor information)
Misc (use this for un-itemized contributions) 
contactfirstname Required Column -*Optional Value - First name of the contributor. required if type of contributor is an individual
contactmiddleinitial Required Column-*Optional Value - Middle single character initial of the contributor.  
contactlastname Required Column -*Optional Value - Last name of the contributor. required if type of contributor is an individual
contactrelationship Required Column- Required Value - Two digit Relationship type code of contributor to candidate. Format should be in text so that there are always two digits.  See relationship type codes
contactname Required Column- *Optional Value - Name of the contributor if type other than Individual or Committee. Use only if type of contributor is not Individual or Committee
trustee Required Column-*Optional Value - Name of trustee. required if type of contributor is trust
trustor Required Column -*Optional Value - Name of trustor. required if type of contributor is trust
trustaffirmationreceived Required Column - *Optional Value - Use a Y for Yes or a N for No as the value. is needed if type of contributor is trust
contactaddress1 Required Column - Required Value - Mailing address of contributor. required on all
contactcity Required Column - Required Value - City name of contributor’s residence. required on all
contactstate Required Column -Required Value - State of residence of the contributor. Must be state abbreviation code Example= IA or NE required on all
contactzip Required Column- Required Value - Zip code of the residence of the contributor. Can be 5 digit zip or a 9 digit zip separated with a - Example= 50156 or 50156-1478 required on all
contactprimaryphone Required Column-Optional Value optional on all
contactsecondaryphone Optional Column-Optional Value both column and value are optional on all
contactemail Required Column-Optional Value- Full valid email address. Example: ContactName@example.com optional on all
date Required Column -Required Value - Must be entered in following format MM/DD/YYYY required on all
amount Required Column - Required Value - Do not use any characters other than a decimal. This should not be in currency format. do not use $ or other characters
checknumber Required Column-* Optional Value required if contributor is another committee
fundraiser Required Column - Required Value - Use a Y for Yes or a N for No as the value. required on all
candidatesfunds Required Column -Required Value - Use N for No as the value. If it is the candidates own funds, you will have to go back in and manually check "Yes". required on all
interest Required Column -Required Value - Use a Y for Yes or a N for No as the value. required on all
unitemized Required Column -Required Value - Use a Y for Yes or a N for No as the value. required on all
reverse Required Column -Required Value -Indicates if the amount of this transaction should be subtracted from the ScheduleA total. This will be a negative amount transaction. Use a Y for Yes or a N for No as the value. required on all
explanation Required Column - Optional Value - Value should be the description of the transaction. Free form text can have any data as value. explanation is not required but may be needed to clarify certain items

Relationship Type Codes

01 None  02 Spouse  03 Child  04 Parent  05 Brother  06 Sister
07 Half-brother  08 Half-sister  09 Grandchild  10 Grandparent 11 Uncle  12 Aunt 
13 Nephew  14 Niece 15 Great-grandparent 16 Great-grandchild 17 Stepchild 18 Stepmother
19 Stepfather 20 Mother-in-law  21 Father-in-law 22 Stepbrother 23 Stepsister 24 Brother-in-law
25 Sister-in-law 26 Stepgrandchild  27 Stepgrandparent 28 Stepuncle 29 Stepaunt 30 Stepnephew
31 Stepniece  32 Stepgreat-grandparent 33 Stepgreat-grandchild  34 Self 35 Father 36 Mother

Printed from the Iowa Ethics & Campaign Disclosure Board website on November 27, 2020 at 2:21am.