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Setting up a CSV File
The first step is to convert your data into a spreadsheet in the CSV file format.
Importing Using XML
The first step is to convert your data from XML to CSV file format. A number of software programs will complete this task.
Once the file is converted to CSV file format or to identify the CSV file format, you can import it using the instructions on this page.
Back to topImporting Data into WRS
- Log into your account with us and then select the relevant schedule to import your file. Remember, you can only import into contributions and expenditures and not into in-kind contributions.
- Select the "import" button on the page.
- Click on “Choose File” and find your CSV file or drag and drop the file into the box.
- Once the chosen CSV file is listed, click on “Import.”
- The system will notify you of any errors.
- If there are any errors, make note of these entries and go back into your CSV file and find those corresponding entries and correct the errors or if there are not to many errors, you can select edit and fix the error and save that entry.
- If you are correcting the errors in the original spreadsheet, then scroll down to the bottom of the page and select “Cancel”.
- Import the correct file and check again for any errors. If there are errors, repeat steps 6 and 7. If there are no errors, proceed to step 9.
- After verifying there are no errors, scroll down to the bottom of the page and click on “Save.”
- After clicking “Save,” you will see a list of all the data you imported. In the event you saved with errors, the entries with errors will have not been imported. If you took note of those errors ahead of time, you can simply enter those entries manually.
When the Public Will be Able to See the Imported Data
Importing does not make the data publicly available. Reports are not publicly available until they are filed. You can import data into WRS at any time. The Board encourages committees to import large data files before the day the report is due because WRS often slows down when there are many users in the system at the same time.
Back to topCSV 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 |
CSV Format for Schedule "B" Expenditures
Example of Data and Structure
You may download this example (xls) and use it as a template, but remove the left column before using.
Each expenditure is made up of several elements and each expenditure 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 expenditure 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.
Expenditures Data Fields
The exact text in the left column below needs to be used for each header and all columns need to remain.
| Column Header | Required or Optional | Additional Information |
|---|---|---|
| Committee Name | Optional Value - Use only if payee is another registered committee. | |
| Committee Code | Optional Value - Use only if payee is another registered committee. | |
| Contact Type | Required Value - Use one of the 3 types on the right. | Individual (use this for single persons)(reverse transactions are done by adding the - symbol in front of the amount) Organization (Use for expenses to businesses. If it is an expense to a committee then be sure to add the committee name and ID in the appropriate spot.) Trust (use this if expenditure is to a trust and fill out required trustee/trustor information) |
| Contact First Name | Optional Value - Required if payee is an individual. | |
| Contact Middle Initial | Optional Value | |
| Contact Last Name | Optional Value - Required if payee is an individual. | |
| Contact Relationship | Optional Value - Required only if expense is to an individual. | See relationship type codes |
| Contact Name | Optional Value - Use only if payee is other than Individual or Committee. | |
| Living Or Revocable Trust | Optional Value - Y for yes or N for no. | Required if type of payee is a trust |
| Trustee | Optional Value - Name of Trustee. | Required if type of payee is a trust |
| Trustor | Optional Value - Name of Trustor. | Required if type of payee is a trust |
| Contact Address 1 | Required Value - Mailing address of expenditure. | |
| Contact Address 2 | Optional Value - Used for suites and apartment numbers. | |
| Contact City | Required Value - City of residence of the expenditure. | |
| Contact State | Required Value - State of residence of the expenditure. Must be state abbreviation. Example - Iowa is IA. For residence out of the country - use NA. | |
| Contact Zip | Required Value - Zip code of the residence of the expenditure. Can be 5 or 9 digit zip separated by a - Example = 50319 or 50319-0123 | |
| Contact Primary Phone | Optional Value | |
| Date | Required Value - Must be entered in the following format MM/DD/YYYY | |
| Amount | Required Value - Do not use any special characters other than a decimal or a negative symbol. This should not be in currency format. | do not use $ or other characters |
| Check Number | Optional Value - Required if to another committee. | |
| Type | Required Value - Name of the type of expenditure. Must type in the word exactly. See list at bottom of this page. | see expenditure types |
| Explanation | Optional Value | |
| Num Miles | Optional Value - Use only when Type is Mileage and then don't use an Amount. This will mathematically create an amount. | |
| Mileage Rate | Optional Value - Use only when Type is Mileage and then don't use an Amount. This will mathematically create an amount. |
* NOTE: Some optional value columns are only optional when certain other optional columns have value. Also, some required value columns may only be required when other optional columns are used. The following shows the different options.
Back to topExpenditure Types List
| Advertising | Bank Charges | Campaign Merchandise | Campaign Signs | Charitable Contributions | Civil Penalty, Hearing Cost | Constituency Expenses |
|---|---|---|---|---|---|---|
| Consultant Services | Debt Forgiven | Dissolution Distribution | Fund-Raiser (Attended) | Fund-Raiser (Holding) | Fundraiser Food | Gifts or Meals for Volunteers |
| HQ Expenses | Interest on Loan | Loans Forgiven | Meals Reimbursement | Mileage | Office Equipment | Office Holder Expenses |
| Office Supplies | Other Expenditure | Parade Candy | Photography | Political Contribution | Postage, Shipping, Delivery | Printing & Reproduction |
| Professional Fees | Salary & Gratuity | Travel | Web Fees |
Relationship Type Codes
Use the number.
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