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 for that column and all columns need to remain.

Column Header Required or Optional Additional Information
Committee Name Optional Value - Use only if type of contributor is another registered committee  
Committee Code Optional Value - Use only if type of contributor is another registered committee  
Contact Type Required Value - Use one of the options on the right Individual (use for person only)(reverse entries can be done by adding a - symbol in front of the amount)(un-itemized entries are done manually only, so that the affirmation statement is checked)
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)
Contact First Name Optional Value - Required if type of contributor is an individual  
Contact Middle Initial Optional Value   
Contact Last Name Optional Value - Required if type of contributor is an individual  
Contact Relationship Required Numerical Value - This is the relationship to the candidate.  See relationship codes at the bottom of the page.  Use the number. See relationship type codes
Contact Name Optional Value - Use only if type of contributor is not Individual or Committee  
Living Or Revocable Trust Optional Value - Y for yes and N for no required if type of contributor is trust
Trustee Optional Value - Name of trustee required if type of contributor is trust
Trustor Optional Value - Name of trustor required if type of contributor is trust
Contact Address 1 Required Value - Mailing address of contributor  
Contact Address 2 Optional Value - used for suites and apartment numbers  
Contact City Required Value - City of residence of the contributor  
Contact State Required Value - State of residence of the contributor. Must use state abbreviation code. Example = IA for Iowa  
Contact Zip 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  
Contact Primary Phone Optional Value both column and value are optional on all
Date Required Value - Must be entered in following format MM/DD/YYYY  
Amount Required Value - Do not use any characters other than a decimal. This should not be in currency format do not use $ or other characters
Check Number Optional Value - Required only when contributor is another committee  
Fundraiser Required Value - Use Y for yes or a N for no as the value  
Candidates Funds Required Value - Use Y for yes or a N for no as the value  
Interest Required Value - Use Y for yes or a N for no as the value  
Explanation Optional Value - but encouraged   

Relationship Type Codes - use the number

1 None  2 Spouse  3 Child  4 Parent  5 Brother  6 Sister
7 Half-brother  8 Half-sister  9 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 December 06, 2022 at 11:47pm.