Entity types
| Entity type |
What it creates |
| Contact |
Individual people records |
| Organisation |
Institutional records |
| Thing |
Generic entities (funds, programmes, assets, etc.) |
| Payment |
Donation or transaction records |
| Touchpoint |
Interaction history records |
| Fundraising activity |
Campaign or event records |
Minimum required fields
| Entity |
Minimum required columns |
| Contact |
First name, Last name |
| Organisation |
Name |
| Thing |
Name |
| Payment |
Amount, Date |
| Touchpoint |
Type, Direction, Date |
| Fundraising activity |
Name |
For the full field list per entity, see the matching reference page in the Relationships → Reference section.
Additional importer fields by entity
The following fields are available in the importer in addition to the core fields listed in the Relationships reference pages.
| Column |
Notes |
| Address line 1 |
Street address |
| Address line 2 |
|
| Address line 3 |
|
| Town |
|
| Postcode |
|
| Country |
|
| Linked contact first name |
Creates or matches a linked contact record |
| Linked contact last name |
|
Five consent fields are available, one per communication channel. Each accepts a comma-separated list of consent purposes (e.g. fundraising,events).
| Column |
Channel |
| Email consent |
Email |
| Phone consent |
Phone |
| Mail consent |
Post/mail |
| SMS consent |
SMS |
| WhatsApp consent |
WhatsApp |
Payment — breakdown fields
Use breakdown fields to split a payment across multiple purposes or funds.
| Column |
Notes |
| Breakdown purpose |
The purpose or fund this portion relates to |
| Breakdown terms of restriction |
Any restrictions that apply to this portion |
| Breakdown amount |
The monetary amount allocated to this portion |
| Breakdown percentage |
Alternatively, express the allocation as a percentage |