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About batch constituent upload
Constituents are donors, fiends friends of your institution or alumni.
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Column | Description | Format | Example |
|---|---|---|---|
ID_NUMBER | Social Security Number | ######### (unless starts with a zero, in which case don’t include the leading zero) | 137454545 or 37454545 (if started with 0) |
FIRST_NAME | First name | Text | TaylorThomas |
M_INIT | Middle initial | Text | A |
LAST_NAME_1 | Last name | Text | SwiftTeststudent |
LAST_NAME_2 | Appends to last name | Text | (blank) |
BIRTH_DATE | Birthday | YYYYMMDD | 1989121319891201 |
SEX | Gender | M or F or blank | F |
PHONE_NUMBER | Home phone number | 1112223333 | 4015555558 |
ADDRESS_1 | Street address | Text | 16 Bluff Avenue |
ADDRESS_2 | Additional street address | Text | Unit 2 |
CITY | Municipality | Text | Watch Hill |
STATE | State | Abbreviation (configured using STParm XXSTAT) | RI |
ZIP | Zone improvement code | ##### (In Excel set cell format to Text to preserve leading 0) | 02891 |
DEPARTMENT | Not in use | ||
MAJOR | If alumni, the academic program the student participated in | Major code (Go to Admin > Major. Code appears under concentration. | MUS |
CLASS_OF | The student’s year of graduation or otherwise the class they associate with | #### | 2006 |
Email address | address@domain.com | taylor@musictteststudent@school.omedu | |
MOBILE_PHONE | Cell phone number | 1112223333 | 4015555559 |
DEGREE | To associate the constituent with an academic program (major) | Y or blank | Y |
DEGREE_CODE1 | The earned credential (e.g. bachelor’s) Must have Major and DEGREE_CODE filled in as well | Text (configured using STParm SBUDGX) | AA |
SPOUSE_FIRST | The constituent’s partner’s first name | Text | TravisJane |
SPOUSE_LAST | The constituent’s partner’s last name | Text | KelceTeststudent |
SPOUSE_DECEASED | If the The constituent’s partner is living | D for deceased else blank | (blank) |
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