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 |