Lead Import Specification¶
Specification Fields¶
* mandatory fields
| Field heading | Format | Validation on import | Description | Example |
|---|---|---|---|---|
Pledge ID |
Pledge ID |
Required where record is being updated | 123456789 |
|
External Reference Number |
varchar |
5685HJFJC00000dfg |
||
Supporter Title |
varchar |
Mr |
||
Supporter First Name* |
varchar |
Mandatory | Janet |
|
Supporter Last Name* |
varchar |
Mandatory | Dussek |
|
Supporter Email |
varchar |
janet@hotmail.com |
||
Supporter Phone |
varchar |
National or E.164 format | We use libphonenumber for validation | 0234567890 |
Supporter Mobile |
varchar |
National or E.164 format | We use libphonenumber for validation | +1234567890 |
Supporter Gender |
varchar |
male, female, null |
null |
|
Supporter Date of Birth |
YYYY-MM-DD |
YYYY-MM-DD |
1976-4-28 |
|
Supporter Address |
varchar |
Unit 1 17 Main street |
||
Supporter City |
varchar |
Sydney |
||
Supporter State |
varchar |
NSW |
||
Supporter Postcode |
varchar |
2026 |
||
Supporter Country Code* |
varchar |
ISO 3166 Mandatory | AU |
|
Start Date |
YYYY-MM-DD |
The payment start date | 2021-02-09 |
|
Private Notes |
varchar |
Donor was very nice | ||
Wrap Notes |
varchar |
Donor asked for someone to contact them about volunteering | ||
Validation Outcome |
varchar |
Must match a Validation Outcome in your account - will update the Status | Sample validation outcome | |
Validated By Username |
x@y.z |
Must match a valid username | user@org.app |
|
Validated At |
YYYY-MM-DD |
Date and time the validation should be logged in the system | 2021-02-09 |
|
Call Username |
x@y.z |
Must match a valid username | user@org.app |
|
Call Datetime |
YYYY-MM-DDTHH:MM:SS |
Date and time the call attempt should be logged in the system | 2021-02-09T04:02:40 |
|
Call Outcome |
varchar |
Must match Evergiving's Call Attempt Outcome - It'll automatically create a call with the corresponding status['abandoned', 'answer_machine', 'busy', 'no_answer', 'voicemail_left'] = 'pending' ['callback_agent', 'callback_queue'] = 'callback'['invalid_number', 'disconnected', 'telco_error'] = 'remove'['do_not_call'] = 'do_not_call' |
answer_machine |
|
Final Call Outcome Label |
varchar |
Must match a Final Call Outcome in your account. | Sample final call outcome | |
Timezone |
UTC-12:00 to UTC+14:00 |
UTC-12:00 to UTC+14:00 |
Timezone of the constituent | UTC +01:00 |
Campaign Name |
varchar |
Match Evergiving Campaign Name | Campaign to restrict the Lead to | Oxfam |
Last recurring payment amount |
integer |
Amount of last regular gift payment | 10.00 |
|
Last recurring payment currency |
ISO 4217 |
ISO 4217 | Currency of last regular gift payment | GBP |
Last recurring payment date |
YYYY-MM-DD |
YYYY-MM-DD |
Date of last regular gift payment | 2018-08-27 |
Last recurring payment frequency |
varchar |
allowed values: weekly, two-weekly (or fortnightly), four-weekly, monthly, quarterly, half-yearly, annual (or annually) |
Frequency of last regular gift payment | weekly |
Last recurring payment payment method |
varchar |
allowed values: Card (or value contains 'card'), Direct Debit (or value contains 'bank'), Wallet, Other |
Method of last regular gift payment | Card |
Last recurring payment payment method type |
varchar |
Type of method of last regular gift payment | Debit Card |
|
Last recurring payment failed |
boolean |
Yes/No |
If last regular gift payment failed | No |
Last recurring payment status |
varchar |
Active/Cancelled |
Current status of regular gift | Active |
Last recurring payment failed reason |
varchar |
Cancelled at Bank, Insufficient funds etc | Reason for failure of last regular gift payment | Insufficient funds |
Total number of recurring payments made |
integer |
Total number of regular gift payment made ever | 20 |
|
Sum of recurring payments made |
integer |
Total amount of regular gift payments made ever | 200.00 |
|
Sum of recurring payments made currency |
ISO 4217 |
ISO 4217 | Currency of total amount of regular gift payment made ever | GBP |
Highest recurring payment made |
integer |
Highest regular gift payment made ever | 10.00 |
|
Highest recurring payment made currency |
ISO 4217 |
ISO 4217 | Currency of highest regular gift payment made ever | GBP |
Last single payment amount |
integer |
Amount of last single gift made | 20 |
|
Last single payment currency |
ISO 4217 |
ISO 4217 | Currency of last single gift made | GBP |
Last single payment date |
YYYY-MM-DD |
YYYY-MM-DD |
Date of last single gift made | 2015-12-01 |
Last single payment payment method |
varchar |
allowed values: Card (or value contains 'card'), Direct Debit (or value contains 'bank'), Wallet, Other |
Method of payment of last single gift made | Card |
Last single payment payment method type |
varchar |
Type of method of last single gift payment | Debit Card |
|
Last single payment failed |
boolean |
Yes/No |
If last single gift payment failed | Yes |
Last single payment status |
varchar |
Active/Cancelled |
Status of last single gift payment | Cancelled |
Last single payment failed reason |
varchar |
Reason for failure of last single gift | incorrect card details | |
Total number of single payments made |
integer |
Total number of single gifts made ever | 10 |
|
Sum of single payments made |
integer |
Total amount of single gifts made ever | 300.00 |
|
Sum of single payments made currency |
ISO 4217 |
ISO 4217 | Currency of total amount of single gifts made ever | GBP |
Highest single payment made |
integer |
Highest single gift made ever | 50.00 |
|
Highest single payment made currency |
ISO 4217 |
ISO 4217 | Currency of highest single gift made ever | GBP |
Previous upgrade date |
YYYY-MM-DD |
YYYY-MM-DD |
Date of last increase to regular gift amount | 2019-03-19 |
Previous upgrade amount |
integer |
Amount of last increase to regular gift amount | 5.00 |
|
Previous upgrade amount currency |
ISO 4217 |
ISO 4217 | Currency of last increase amount to regular gift amount | GBP |
Last contact date |
YYYY-MM-DD |
Date last contacted | 2019-03-19 |
|
Last contact method |
varchar |
telephone, email, face to face etc | Method of last contact | telephone |
Product |
varchar |
Gift product type | Emergency 365 | |
Child sponsored |
boolean |
Yes/No |
If sponsored a child product | Yes |
Source |
varchar |
telephone, email, face to face etc | Method of Acquisition | telephone |
Source campaign name |
varchar |
Acquisition campaign name | Idai conversion to RG | |
Source date |
YYYY-MM-DD |
Date of Acquisition | 2015-06-10 |
|
Source time |
hh:mm |
hh:mm |
Time of Acquisition | 12:25 |
Preference |
varchar |
Preference recorded | Cats |
|
Interest |
varchar |
Interest recorded | Arctic |
|
Conversation topic |
varchar |
Conversation topic recorded | Deforestation | |
Activity |
varchar |
Activity recorded | summer01DSR | |
Volunteered |
boolean |
Yes/No |
If supporter has volunteered for Oxfam | Yes |
Volunteered type |
varchar |
Festival steward, Oxfam shop etc | Type of volunteering | Festival steward |
Petition signed |
boolean |
Yes/No |
Petition signed by supporter? | Yes |
Petition type |
varchar |
Facebook, online etc | Type of petition signed | |
Appeal |
boolean |
Yes/No |
Appeal responded to? | Yes |
Appeal type |
varchar |
Type of appeal responded to | Idai emergency appeal | |
Event participant |
boolean |
Yes/No |
Event participant? | No |
Event participant type |
varchar |
Event participated in | London Marathon | |
Campaigner |
boolean |
Yes/No |
Campaigner? | No |
Example Lead Import XSL Sheet¶
This is an Excel spreadsheet with example data in it.