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 |