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Bulk import: special values and codes

special values, CSV values, import codes, country codes, state codes, currency codes, frequency codes, payment method codes, gender, do not contact, bank code, teudat zehut, card expiry format, date format

When you import donations or leads, some columns must be written in a set way. For example, you can write the donor's first name any way you like. The donor's country, though, must be written so our system recognizes it.

These columns need special values:

  • Donation fields: frequency, currency

  • Campaign fields: campaign_url, show_name, show_sum, show_message

  • Donor fields: dnc (do not contact), gender, countryc, statec

  • Dates: dob, donation_date

  • Payment fields: payment_method, teudat_zehut_number, bank_name, bank_branch, bank_account, checks_number, credit_card_number, credit_card_type, credit_card_expiration

  • Custom fields: cf1–cf20, dcf1–dcf20

For the full list of template columns, see Import Donors and Donations.

Donation fields

Frequency (frequency)

Use the number:

  • One-time donation: 1

  • Recurring monthly donation: 2

  • Recurring yearly donation: 3

Currency (currency)

Use one of these 3-letter codes:

Code

Currency (for your reference)

NIS

Israeli Shekels

USD

U.S. Dollars

CAD

Canadian Dollars

GBP

Pound Sterling

EUR

Euro

AUD

Australian Dollar

DKK

Danish Krone

HKD

Hong Kong Dollar

HUF

Hungarian Forint

NOK

Norwegian Krone

NZD

New Zealand Dollar

PLN

Polish Zloty

SGD

Singapore Dollar

SEK

Swedish Krona

CHF

Swiss Franc

RUB

Russian Ruble

KRW

Korean Won

AED

UAE Dirham

DZD

Algerian Dinar

EGP

Egyptian Pound

LBP

Lebanese Pound

MAD

Moroccan Dirham

QAR

Qatari Rial

SAR

Saudi Riyal

TRY

Turkish Lira

ZAR

South African Rand

BRL

Brazilian Real

ARS

Argentine Peso

UAH

Ukrainian hryvnia

MXN

Mexican peso

PEN

Peruvian Sol

COP

Colombian peso

CZK

Czech Koruna

Sum, currency and frequency go together. If a row has one of them, it needs all three.

Campaign fields

Campaign URL (campaign_url)

Enter your campaign's page name. For example, enter "dogs" for a campaign at .../en/join/dogs. If you have no campaign with that name, the donation is imported without a campaign.

Campaign donor credits (show_name, show_sum, show_message)

When you import an offline donation to a campaign, you decide what appears on the campaign page:

  • show_name: the donor's name

  • show_message: the donor's personal message (from campaign_message)

  • show_sum: the donation sum

To show a value, enter 1. To hide it, leave the cell empty or enter 0.

Donor fields

Do not contact (dnc)

To tick "do not contact", enter 1 or true. To leave it unticked, enter 0 or false.

Gender (gender)

Enter male, female or other.

Country (countryc)

Enter the country code or the country name:

Code

Country

AF

Afghanistan

AL

Albania

DZ

Algeria

AS

American Samoa

AD

Andorra

AO

Angola

AI

Anguilla

AQ

Antarctica

AG

Antigua And Barbuda

AR

Argentina

AM

Armenia

AW

Aruba

AU

Australia

AT

Austria

AZ

Azerbaijan

BS

Bahamas

BH

Bahrain

BD

Bangladesh

BB

Barbados

BY

Belarus

BE

Belgium

BZ

Belize

BJ

Benin

BM

Bermuda

BT

Bhutan

BO

Bolivia

BA

Bosnia And Herzegowina

BW

Botswana

BV

Bouvet Island

BR

Brazil

IO

British Indian Ocean Territory

BN

Brunei Darussalam

BG

Bulgaria

BF

Burkina Faso

BI

Burundi

KH

Cambodia

CM

Cameroon

CA

Canada

CV

Cape Verde

KY

Cayman Islands

CF

Central African Republic

TD

Chad

CL

Chile

CN

China

CX

Christmas Island

CC

Cocos (Keeling) Islands

CO

Colombia

KM

Comoros

CG

Congo

CK

Cook Islands

CR

Costa Rica

CI

Cote D'Ivoire

HR

Croatia

CU

Cuba

CY

Cyprus

CZ

Czech Republic

DK

Denmark

DJ

Djibouti

DM

Dominica

DO

Dominican Republic

TP

East Timor

EC

Ecuador

EG

Egypt

SV

El Salvador

GQ

Equatorial Guinea

ER

Eritrea

EE

Estonia

ET

Ethiopia

FK

Falkland Islands

FO

Faroe Islands

FJ

Fiji

FI

Finland

FR

France

FX

France, Metropolitan

GF

French Guiana

PF

French Polynesia

TF

French Southern Territories

GA

Gabon

GM

Gambia

GE

Georgia

DE

Germany

GH

Ghana

GI

Gibraltar

GR

Greece

GL

Greenland

GD

Grenada

GP

Guadeloupe

GU

Guam

GT

Guatemala

GN

Guinea

GW

Guinea-Bissau

GY

Guyana

HT

Haiti

HM

Heard And Mc Donald Islands

HN

Honduras

HK

Hong Kong

HU

Hungary

IS

Iceland

IN

India

ID

Indonesia

IR

Iran

IQ

Iraq

IE

Ireland

IL

Israel

IT

Italy

JM

Jamaica

JP

Japan

JO

Jordan

KZ

Kazakhstan

KE

Kenya

KI

Kiribati

KP

North Korea

KO

South Korea

KW

Kuwait

KG

Kyrgyzstan

LA

Lao People's Republic

LV

Latvia

LB

Lebanon

LS

Lesotho

LR

Liberia

LY

Libyan Arab Jamahiriya

LI

Liechtenstein

LT

Lithuania

LU

Luxembourg

MO

Macau

MK

Macedonia, The Former Yugoslav Republic of

MG

Madagascar

MW

Malawi

MY

Malaysia

MV

Maldives

ML

Mali

MT

Malta

MH

Marshall Islands

MQ

Martinique

MR

Mauritania

MU

Mauritius

YT

Mayotte

MX

Mexico

FM

Micronesia

MD

Moldova

MC

Monaco

MN

Mongolia

MS

Montserrat

MA

Morocco

MZ

Mozambique

MM

Myanmar

NA

Namibia

NR

Nauru

NP

Nepal

NL

Netherlands

AN

Netherlands Antilles

NC

New Caledonia

NZ

New Zealand

NI

Nicaragua

NE

Niger

NG

Nigeria

NU

Niue

NF

Norfolk Island

MP

Northern Mariana Islands

NO

Norway

OM

Oman

PK

Pakistan

PW

Palau

PA

Panama

PG

Papua New Guinea

PY

Paraguay

PE

Peru

PH

Philippines

PN

Pitcairn

PL

Poland

PT

Portugal

PR

Puerto Rico

QA

Qatar

RE

Reunion

RO

Romania

RU

Russian Federation

RW

Rwanda

KN

Saint Kitts And Nevis

LC

Saint Lucia

VC

Saint Vincent And The Grenadines

WS

Samoa

SM

San Marino

ST

Sao Tome And Principe

SA

Saudi Arabia

SN

Senegal

SC

Seychelles

SL

Sierra Leone

SG

Singapore

SK

Slovakia

SI

Slovenia

SB

Solomon Islands

SO

Somalia

ZA

South Africa

GS

South Georgia And The South Sandwich Islands

ES

Spain

LK

Sri Lanka

SH

St Helena

PM

St Pierre and Miquelon

SD

Sudan

SR

Suriname

SJ

Svalbard And Jan Mayen Islands

SZ

Swaziland

SE

Sweden

CH

Switzerland

SY

Syrian Arab Republic

TW

Taiwan

TJ

Tajikistan

TZ

Tanzania

TH

Thailand

TG

Togo

TK

Tokelau

TO

Tonga

TT

Trinidad And Tobago

TN

Tunisia

TR

Turkey

TM

Turkmenistan

TC

Turks And Caicos Islands

TV

Tuvalu

UG

Uganda

UA

Ukraine

AE

United Arab Emirates

GB

United Kingdom

US

United States

UM

United States Minor Outlying Islands

UY

Uruguay

UZ

Uzbekistan

VU

Vanuatu

VA

Vatican City State

VE

Venezuela

VN

Viet Nam

VG

Virgin Islands (British)

VI

Virgin Islands (U.S.)

WF

Wallis And Futuna Islands

EH

Western Sahara

YE

Yemen

ZR

Zaire

ZM

Zambia

ZW

Zimbabwe

ZZ

Other-Not Shown

These countries have no code. Enter the name exactly as written: Bonaire, Canary Islands, Channel Islands, Curaco, Great Britain, Hawaii, Isle of Man, Laos, Midway Islands, Nevis, Palestine, St Barthelemy, St Eustatius, St Maarten, St Pierre & Miquelon, Saipan, Serbia & Montenegro, Tahiti, Uraguay, Vietnam, Wake Island.

U.S. state or Canadian province (statec)

Enter the short name or the full name:

Short name

Full name

AL

Alabama

AK

Alaska

AZ

Arizona

AR

Arkansas

CA

California

CO

Colorado

CT

Connecticut

DC

District of Columbia

DE

Delaware

FL

Florida

GA

Georgia

HI

Hawaii

ID

Idaho

IL

Illinois

IN

Indiana

IA

Iowa

KS

Kansas

KY

Kentucky

LA

Louisiana

ME

Maine

MD

Maryland

MA

Massachusetts

MI

Michigan

MN

Minnesota

MS

Mississippi

MO

Missouri

MT

Montana

NE

Nebraska

NV

Nevada

NH

New Hampshire

NJ

New Jersey

NM

New Mexico

NY

New York

NC

North Carolina

ND

North Dakota

OH

Ohio

OK

Oklahoma

OR

Oregon

PA

Pennsylvania

PR

Puerto Rico

RI

Rhode Island

SC

South Carolina

SD

South Dakota

TN

Tennessee

TX

Texas

UT

Utah

VT

Vermont

VA

Virginia

WA

Washington

WV

West Virginia

WI

Wisconsin

WY

Wyoming

AB

Alberta

BC

British Columbia

MB

Manitoba

NB

New Brunswick

NL

Newfoundland

NT

Northwest Territories

NS

Nova Scotia

ON

Ontario

PE

Prince Edward Island

QC

Quebec

SK

Saskatchewan

YT

Yukon

Dates

  • dob (date of birth) is read in the format you choose in Select Date Format on the import page: dd/MM/yyyy or MM/dd/yyyy.

  • donation_date is read as day/month/year.

  • You can separate the parts with / or a dot, and write the year with 2 or 4 digits. For example: 31/12/2024, 31.12.24.

Payment fields

Payment method (payment_method)

Value to enter

Payment method

1

Credit card

2

Check

3

Cash

4

Bank (wire) transfer

5

Application

6

Bit

7

PayPal

8

Apple Pay

Israeli ID number (teudat_zehut_number)

Digits only, 8 or 9 digits. It is saved only for donations in NIS. For other currencies it is ignored.

Bank details (bank_name, bank_branch, bank_account)

  • bank_name: the bank's code number, for example 12 or 11.

  • bank_branch: the branch number, digits only, up to 3 digits.

  • bank_account: the account number, digits only, up to 20 digits.

Check number (checks_number)

Digits only, up to 20 digits.

Card details (credit_card_number, credit_card_type, credit_card_expiration)

  • credit_card_number: the last 4 digits of the card only. Never enter the full card number.

  • credit_card_type: the card type.

  • credit_card_expiration: month and year as MM/YY, for example 08/27.

When are payment fields required?

Only for donations in NIS to charities with Section 46 approval:

  • payment_method 1 (credit card): credit_card_number, credit_card_type and credit_card_expiration are required.

  • payment_method 2 (check): bank_name, bank_branch, bank_account and checks_number are required.

  • payment_method 4 (bank transfer): bank_name, bank_branch and bank_account are required.

In all other cases these columns are optional. If you fill them in, they must still be in the right format.

Custom fields

  • cf1, cf2 … are donor custom fields. Create the field first in Manage › CRM › Custom Fields, then use the name in its Short name column. See Custom fields.

  • dcf1 to dcf20 are donation custom fields. Enter any text. It is saved on the donation, not on the donor.

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