Campaigns

If the giving level matrix is already setup, then just pass in ONE of the columns for DC_GM_SEQ or GM_DESCRIPTION, it will link the campaign based on those fields.

If the giving level matrix is not created, it will create the giving level matrix based on the GM_DESCRIPTION field - this saves you from having to create them all first, then importing. It will create the giving matrix, then you can go back later and update the giving levels within the matrix.

If the gAccount number has not been created in the Chart of Accounts, the import routine will create it for you - this saves you from having to create them all first, then importing.

At a minimum, import DC_CAMPAIGN, gAccount, GM_DESCRIPTION - then you can go in and customize the donation campaigns to each of their own unique needs.

Do you need to create the campaigns before importing donations? No you do not. If the donation campaign does not exist during donation import, the donation import routine will create the donation campaign automatically based on these same fields.

Campaign columns: DC_CAMPAIGN,DC_DESCRIPTION_EXTERNAL,gAccount,DC_GM_SEQ,GM_DESCRIPTION,GM_SEQ,DC_NOTES