Crimson: Importing - Lists of New Contributions

Formatting Your File

Please check that your file fits the following formatting and field requirements before load:

  • Must be saved as an Excel file.
  • Scan file for odd characters and formatting (such as quotes or odd cell alignment) that may cause issues.
  • Every record must have a Last Name.
  • Gift amount for each record (format money fields with decimals, no commas or $ sign)
  • Fund Code – Ex: P2014 for Primary 2014 (if identified in batch header then not required in file)
  • Batch Number – Must be 4 digits, alpha numeric (if identified in batch header then not required in file)
  • Batch Date – this date will pull on the FEC report (if identified in batch header then not required in file)
  • Source Code – allows for tracking where contributions come from
  • Payment Types:
    • CA = Cash                                                             
    • CH = Check                                                           
    • CC = Credit Card                                                  
    • CI = Internet Credit Card
    • DS = Discover
    • VM = Visa/MasterCard
    • IK = In-Kind Contribution
    • OT = Other
  • Record Types:
    • C = Candidate Campaign Committee
    • I = Individual        
    • N = National Party Committee
    • O = Non Multi-Candidate PAC                                          
    • P = Multi-Candidate PAC                                   
    • S = State or Local Party Committee
    • R = Partnership & LLC                                        
    • T = Other

Importing Your File

  • To import, click on the Import/Data Entry menu and then select Import.
  • In Step 1: Upload File, click the  button and select your excel file from your computer.
  • In Step 2: Import Type, choose the import type of New Gift.
    • Select the Fund Code from the drop-down and enter the Default Batch # and Default Batch Date (only used if they’re not defined in your file). Fill in the # of Gifts and the Total Amount from the file.
  • In Step 3: Map Fields, the fields in your first column are the headers from your selected file. The drop-down fields in the second column are fields available in your Crimson database. Use these drop-down options to map fields between your file and Crimson. Make sure you map all of the required fields.

  • You can save the mapping to use in the future by clicking Save. You can choose Save to Selected Mapping (and select previously saved mapping) or Save to New Mapping (and create a new mapping). Load Mapping allows you to use a previously saved mapping and Delete Mapping allows you to remove a saved mapping.

  • Click Validate Now in Step 4: Validate Records. This step validates that all required fields are included and that the file’s format is correct. If successful, a confirmation message will appear informing you how many records were validated and then allow you to go to Step 5: Import.
  • To save the validation file before loading, click Output for Review. To load the file, click on Import Now.
  • A confirmation message will appear asking, “Are you sure to import now?” Click Yes.
  • When the import is complete, in Step 6: Result, you can click Output Results and save the import’s results. If there were any errors in your load, this file will explain the error.

Notes of Mapping: Field Definition

  • Street = Main address field, Address 1 & Address 2 = Additional address info (Ste. #, Apt. #, Floor, PO Box, etc.)
  • Account Code = Most likely not a code you’ll be using. Account codes are used to distinguish contributions by the bank account they were deposited into. Please contact if you’re interested in using account codes
Have more questions? Submit a request

Comments

Powered by Zendesk