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.
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 below
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
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 below
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.
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.
