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Book Of The Month:
The Complete Guide to Fundraising Management
Lockbox Import
 
Introduction

         ANDAR contains a powerful LockBox module that can be used to mass import data into ANDAR. The LockBox is a "holding area" within ANDAR where the data is “scrubbed” before it is processed. Comma separated value (.csv) files containing corporate and individual account information as well as pledges and designations are read into a LockBox, scrubbed, and finally processed. Processing includes matching existing accounts and updating them, creating new accounts, and creating new pledges and designations.

Lockboxes are used to import employee information from corporations, and most importantly detail pledge, payment, and designation data.

This documents explains all the fields in the Header row of the .CSV file used for import. The names in the Description column appear appear on the Update Lockbox Detail window. Click on the name in the Description column to learn more about how values for the field should be formatted, and, where the values placed in the field will be stored once successfully imported.

LockBox Import Field Descriptions

        To see the LockBox template, please right-click Sample Lockbox Input Form (.csv) and "save Target As" a .csv file.  For more information about a field, click on the link in the Description column.

Description Field Name Type Width Comments
INDIVIDUAL INFORMATION
Individual Account Number INDACCOUNTNUMBER Integer    11 Used in Individual Information and Transaction Information
Prefix PREFIX Character    15  
First Name FIRSTNAME Character    15  
Middle Name MIDDLENAME Character    15  
Last Name LASTNAME Character    25  
Suffix SUFFIX Character    20  
External Account Number INDEXTACCOUNTNUMBER Character    20  
Birth Date BIRTHDATE Character     8  
Sex SEX Character     1  
Social Security Number SSN Integer     11  
Account Status INDACCOUNTSTATUS Character    15  
Web Site INDWEBSITE Character    50  
Full Name FULLNAME Character   100  
Do Not Merge DONOTMERGE Character

1

  
ORGANIZATION INFORMATION
Organization Account Number ORGACCOUNTNUMBER Integer   11 Used in Organization Information and Transaction Information
Profile Attribute ORGPROFILEATTRIBUTE Character    15  
Name: Line 1 ORGNAME1 Character    40  
Name: Line 2 ORGNAME2 Character    40  
Account Status ORGACCOUNTSTATUS Character    15  
SIC ORGSIC Character    15  
Web Site ORGWEBSITE Character    50  
NAICS ORGNAICS Character    10  
NCC ORGNCC Character    15  
EIN ORGEIN Character    20  
External Account Number ORGEXTACCOUNTNUMBER Character    20  
Registration Number ORGREGISTRATIONNUMBER Character    15  
Vendor Number ORGVENDORNUMBER Character    15  
Scope ORGSCOPE Character    15  
EMPLOYEE INFORMATION
Internal Employee Number INTERNALORGEMPLNUMBER Character    20  
Employee Type EMPLOYEETYPE Character    15  
Employee Distribution Zip EMPDISTZIP Character  10  
Effective Date EMPEFFECTIVEDATE Character    8  
Expiry Date EMPEXPIRYDATE Character    8  
Job Title 1 JOBTITLE1 Character    40  
Job Title 2 JOBTITLE2 Character    40  
Mail Drop MAILDROP Character    20  
Internal Department Number INTERNALORGDEPTNUMBER Character    100  
Sort Field 1 SORTFIELD1 Character    15  
Sort Field 2 SORTFIELD2 Character    15  
Sort Field 3 SORTFIELD3 Character    15  
Sort Field 4 SORTFIELD4 Character    15  
Sort Field 5 SORTFIELD5 Character    15  
Class A1 EMPCLASSA1 Character    15  
Class A2 EMPCLASSA2 Character    15  
Class B1 EMPCLASSB1 Character    15  
Class B2 EMPCLASSB2 Character    15  
Last Year Gift EMPLYGIFT Decimal    17  
Suggested Gift EMPSUGGIFT Decimal    17  
Suggested Gift 2 EMPSUGGIFT2 Decimal    17  
Suggested Gift 3 EMPSUGGIFT3 Decimal    17  
Suggested Gift 4 EMPSUGGIFT4 Decimal    17  
Suggested Gift 5 EMPSUGGIFT5 Decimal    17  
Salary EMPSALARY Decimal    17   
Percent Of Salary PERCENTOFSALARY Decimal    17   
Per Hour EMPPERHOUR Decimal    17  
Income Level INCOMELEVEL Character    15  
Other Income EMPOTHERINCOME Decimal    17   
Number of Pay Periods NBRPAYPERIODS Integer    11   
Minimum Billing Start Date MINBILLSTARTDATE Character    8  
Minimum Payroll Start Date MINPAYROLLSTARTDATE Character    8  
User Defined 1 USERDEFINED1 Character   15  
User Defined 2 USERDEFINED2 Character   15  
User Defined 3 USERDEFINED3 Character   15  
User Defined 4 USERDEFINED4 Character   15  
User Defined 5 USERDEFINED5 Character   15  
User Defined Amount 1 USERDEFINEDAMOUNT1 Decimal   17   
User Defined Amount 2 USERDEFINEDAMOUNT2 Decimal   17    
User Defined Amount 3 USERDEFINEDAMOUNT3 Decimal   17     
User Defined Amount 4 USERDEFINEDAMOUNT4 Decimal   17    
User Defined Amount 5 USERDEFINEDAMOUNT5 Decimal   17    
OTHER NAME INFORMATION
Other Name Type OTHERNAMETYPE Character    15  
Other Name 1 OTHERNAME1 Character    40  
Other Name 2 OTHERNAME2 Character    40  
Other Name Effective Date OTHERNAMEEFFECTIVEDATE Character     8  
Other Name Expiry Date OTHERNAMEEXPIRYDATE Character     8  
ADDRESS INFORMATION
Address Type ADDRESSTYPE Character    15  
Address Line 1 ADDRESSLINE1 Character    40  
Address Line 2 ADDRESSLINE2 Character    40  
Address Line 3 ADDRESSLINE3 Character    40  
Address Line 4 ADDRESSLINE4 Character    40  
City CITY Character    25  
State or Province STATEORPROV Character      2  
Zip/Postal Code ZIPPOSTALCODE Character    10  
Country COUNTRYCODE Character      3  
Neighborhood NEIGHBORHOOD Character     15  
County COUNTY Character     15  
At Subway Line ATSUBWAYLINE Character      1  
At Bus Line ATBUSLINE Character      1  
Seasonal From Date SEASONALFROMDATE Character      4  
Seasonal To Date SEASONALTODATE Character      4  
PHONE NUMBERS INFORMATION
Phone Number Type PHONENUMBERTYPE Character   15  
Area Code AREACODE Integer  11  
Phone Number PHONENUMBER Integer  11  
Extension EXTENSION Integer  11  
2nd Phone Number Type PHONENUMBERTYPE2 Character   15  
2nd Area Code AREACODE2 Integer  11  
2nd Phone Number PHONENUMBER2 Integer  11  
2nd Extension EXTENSION2 Integer  11  
E-MAIL INFORMATION
E-Mail Type EMAILTYPE Character    15  
E-Mail Address EMAILADDRESS Character    70  
2nd E-Mail Type EMAILTYPE2 Character    15  
2nd E-Mail Address EMAILADDRESS2 Character    70  
TRANSACTION INFORMATION
Envelope Number ENVELOPENUMBER Integer   11  
Campaign Account CAMPAIGNACCOUNT Integer  11  
Envelope Type ENVELOPETYPE Character    15  
Accounting Date ACCOUNTINGDATE Character     8  
File Number FILENUMBER Character    15  
Reference Number REFERENCENUMBER Character    15  
Campaign Year CAMPAIGNYEAR Integer  11  
Check-Off Account MASTERACCOUNT Integer  11  
Transaction Type TRANSACTIONTYPE Character    15  
# Payroll Deductions NUMBEROFDEDUCTIONS Integer   11  
Deductions Start Date DEDUCTIONSPAYROLLSTARTDATE Character   8  
Batch Transaction BATCHTRANSACTIONFLAG Character      1  
Batch Breakdown BATCHBREAKDOWNFLAG Character      1  
Number of Donors NUMBEROFDONORS Integer   11  
Pledge Amount PLEDGEAMOUNT Decimal   17  
Payment Amount PAYMENTAMOUNT Decimal   17  
Payment Type PAYMENTTYPE Character     15  
Final Payment FINALPAYMENTFLAG Character      1 Obsolete.
Check Number CHECKNUMBER Character  15  
Check Date CHECKDATE Character  8  
Card Number CARDNUMBER Character   20  
Card Expiry Date CARDEXPIRYDATE Character 8  
Name On Card NAMEONCARD Character 40  
Authorization Number AUTHORIZATIONNUMBER Character  20  
Credit Card Status CREDITCARDSTATUS Character 15  
Reference Number CREDITCARDREF Character 12  
Authorization Result CCAUTHRESULT Character 15  
ACH CHECKACH Character

30

  
ABA CHECKABA Character

30

  
Adjustment Amount ADJUSTMENTAMOUNT Decimal 17  
Adjustment Reason ADJUSTMENTREASONTYPE Character 15  
Billing Schedule BILLINGSCHEDULECODE Character 15  
Billing Start Date BILLINGSTARTDATE Character 8  
Comments COMMENTS Character  40  
Distribution Zip ORGDISTRIBUTIONZIP Character 10  
Source Code SOURCECODE Character   20  
Release RELEASEFLAG Character 1  
Publish PUBLISHFLAG Character 1  
Acknowledgement ACKNOWLEDGEMENTFLAG Character      1  
Information Request INFORMATIONREQUESTFLAG Character      1  
Volunteer VOLUNTEERFLAG Character      1  
Perpetual Pledge PERPETUALPLEDGEFLAG Character      1  
Designated Flag DESIGNATEDFLAG Character      1  
Generate Receipt GENRECEIPTFLAG Character      1  
e-Pledge Flag 1 EPLEDGEFLAG1 Character      1  
e-Pledge Flag 2 EPLEDGEFLAG2 Character      1  
e-Pledge Flag 3 EPLEDGEFLAG3 Character      1  
e-Pledge Flag 4 EPLEDGEFLAG4 Character      1  
e-Pledge Flag 5 EPLEDGEFLAG5 Character      1  
e-Pledge Flag 6 EPLEDGEFLAG6 Character      1  
e-Pledge Flag 7 EPLEDGEFLAG7 Character      1  
e-Pledge Flag 8 EPLEDGEFLAG8 Character      1  
e-Pledge Flag 9 EPLEDGEFLAG9 Character      1  
DONOR DESIGNATIONS
Book Number 1 BOOKNUMBER1 Integer   11  
Designated Account 1 DSGNACCOUNT1 Integer   11  
Designated Amount 1 DSGNAMOUNT1 Decimal   17  
Designated Percentage 1 DSGNPERCENTAGE1 Decimal   17  
Book Number 2 BOOKNUMBER2 Integer   11  
Designated Account 2 DSGNACCOUNT2 Integer   11  
Designated Amount 2 DSGNAMOUNT2 Decimal   17  
Designated Percentage 2 DSGNPERCENTAGE2 Decimal   17  
Book Number 3 BOOKNUMBER3 Integer   11  
Designated Account 3 DSGNACCOUNT3 Integer   11  
Designated Amount 3 DSGNAMOUNT3 Decimal   17  
Designated Percentage 3 DSGNPERCENTAGE3 Decimal   17  
Book Number 4 BOOKNUMBER4 Integer   11  
Designated Account 4 DSGNACCOUNT4 Integer   11  
Designated Amount 4 DSGNAMOUNT4 Decimal   17  
Designated Percentage 4 DSGNPERCENTAGE4 Decimal   17  
Book Number 5 BOOKNUMBER5 Integer   11  
Designated Account 5 DSGNACCOUNT5 Integer   11  
Designated Amount 5 DSGNAMOUNT5 Decimal   17  
Designated Percentage 5 DSGNPERCENTAGE5 Decimal   17  
Book Number 6 BOOKNUMBER6 Integer   11  
Designated Account 6 DSGNACCOUNT6 Integer   11  
Designated Amount 6 DSGNAMOUNT6 Decimal   17  
Designated Percentage 6 DSGNPERCENTAGE6 Decimal   17  
Book Number 7 BOOKNUMBER7 Integer   11  
Designated Account 7 DSGNACCOUNT7 Integer   11  
Designated Amount 7 DSGNAMOUNT7 Decimal   17  
Designated Percentage 7 DSGNPERCENTAGE7 Decimal   17  
Book Number 8 BOOKNUMBER8 Integer   11  
Designated Account 8 DSGNACCOUNT8 Integer   11  
Designated Amount 8 DSGNAMOUNT8 Decimal   17  
Designated Percentage 8 DSGNPERCENTAGE8 Decimal   17  
Book Number 9 BOOKNUMBER9 Integer   11  
Designated Account 9 DSGNACCOUNT9 Integer   11  
Designated Amount 9 DSGNAMOUNT9 Decimal   17  
Designated Percentage 9 DSGNPERCENTAGE9 Decimal   17  
Book Number 10 BOOKNUMBER10 Integer   11  
Designated Account 10 DSGNACCOUNT10 Integer   11  
Designated Amount 10 DSGNAMOUNT10 Decimal   17  
Designated Percentage 10 DSGNPERCENTAGE10 Decimal   17  
Book Number 11 BOOKNUMBER11 Integer   11  
Designated Account 11 DSGNACCOUNT11 Integer   11  
Designated Amount 11 DSGNAMOUNT11 Decimal   17  
Designated Percentage 11 DSGNPERCENTAGE11 Decimal   17  
Book Number 12 BOOKNUMBER12 Integer   11  
Designated Account 12 DSGNACCOUNT12 Integer   11  
Designated Amount 12 DSGNAMOUNT12 Decimal   17  
Designated Percentage 12 DSGNPERCENTAGE12 Decimal   17  
Donor Choice Write-In Amount DCWRITEINAMOUNT Decimal   17  
Donor Choice Write-In Percentage DCWRITEINPERCENTAGE Decimal   17  
Donor Choice Write-In Name 1 DCWRITEINNAME1 Character   40  
Donor Choice Write-In Name 2 DCWRITEINNAME2 Character   40  
Donor Choice Write-In Notes DCWRITEINNOTES Character   50  
EXTERNAL DOCUMENT
ExtDocumentFilename1 ExtDocumentFilename1     This is not a physical field in the LockBoxInputD file. It is an additional field name used to import a Cardiff image of a pledge card.
ExtDocumentFilename2 ExtDocumentFilename2     This is not a physical field in the LockBoxInputD file. It is an additional field name used to import a Cardiff image of a pledge card.
 

Individual Account Number

[INDACCOUNTNUMBER] [Integer]

The account number of the Individual in the ANDAR database.

The information that appears in this field will be written to the Individual Account Number field in the Transaction file.

Prefix

[PREFIX] [Character] [15]

This optional field is for a prefix such as Mr., Ms., Mrs., Dr., etc. for an individual.

The information that appears in this field will be written to the Prefix field of the Individuals file.

First Name

[FIRSTNAME] [Character] [15]

This required field is for an individual's first name.

The information that appears in this field will be written to the Individual Account Number field in the Transaction file.

Middle Name

[MIDDLENAME] [Character] [15]

This optional field is for an individual's middle name or middle initial.

The information that appears in this field will be written to the Middle Name field in the Individuals file.

Last Name

[LASTNAME] [Character] [25]

This required field is for an individual's last name.

The information that appears in this field will be written to the Last Name field in the Individuals file.

Suffix

[SUFFIX] [Character] [20]

This optional field is for a suffix such as Jr., Sr., III, M.D., Ph.D., etc. for an individual.

The information that appears in this field will be written to the Suffix field in the Individuals file.

External Account Number

[INDEXTACCOUNTNUMBER] [Character] [20]

This optional field is for a number assigned to an individual other than the ANDAR account number. It usually represents the account number from the fundraiser's previous database.

The information that appears in this field will be written to the External Account Number field in the Individuals file for that individual.

Birth Date

[BIRTHDATE] [Character] [8]

The Birth date of the Individual.

To avoid errors during the Lockbox process, make sure that the value entered in the import file for this field is formatted as follows: YYYYMMDD (no spaces, no slashes).

A Birth Date record will be created for the Individual. This record is displayed on the Attributes - Dates sub-tab of the Individual's profile.

Sex

[SEX] [Character] [1]

The gender of the Individual.

To avoid errors during the Lockbox process, make sure that the format of all Sex Codes on the .CSV file being imported match the exact format of the Table Entry for each Sex Code (as shown in Table 2).

The information contained in this field will be written to the Sex field in the Individuals file.

Social Security Number

[SSN] [Integer]

The social security number of the individual.

Information entered into this field will be written to the Social Security Number field of the Individuals file.

Account Status

[INDACCOUNTSTATUS] [Character] [15]

The status of the account in ANDAR, for example, active.

To avoid errors during the Lockbox process, make sure that the format of all Individual Account Status Types on the .CSV file being imported match the exact format of the Table Entry for each Individual Account Status type (as shown in Table 312).

The information that appears in this field will be written to the Account Status field in the Individuals file for that individual.

Web Site

[INDWEBSITE] [Character] [50]

The Individual account's web address.

The information that appears in this field will be written to the Web Site field in the Individuals file for that individual.

Full Name

[FULLNAME] [Character] [100]

Full Name does not have a corresponding field in a profile. It is a "convenience" field that will be parsed into the Prefix, First Name, Middle Name, Last Name, and Suffix fields. A space is used as the separator.

If the name proves to be problematic then the lockbox record will be flagged with an error which can be corrected interactively.

NOTE: If the Full Name field is used, other name fields (the Prefix, First Name, Middle Name, Last Name, and Suffix fields) cannot be used.

Do Not Merge

[DONOTMERGE] [Character] [1]

A checkmark in this field will prevent accounts created via e-Pledge from being merged before being verified. This information that appears in this field will be written to the Do Not Merge field in the Individuals file for that individual.

Organization Account Number

[ORGACCOUNTNUMBER] [Integer]

The account number of the Organization, or "Employer", profile.

The information that appears in this field will be written to the Employer field of the Employment Relationships file, and, the Organization Account Number field in the Envelope file if Transaction/Envelope information has been entered.

If a value has been entered into either the Internal Organization Employee Number, or the Internal Organization Department Number field, an account number must be specified in this field in order for an Employment Relationship to be created.

Profile Attribute

[ORGPROFILEATTRIBUTE] [Character] [15]

When an Organization account is created in ANDAR it must be assigned a Profile Attribute. The Profile Attribute assigned to an account indicates the type of Organization Account (Company, Agency, Combined Campaign, Community Care, Deposit Bank, Federation, Federation for Service Category, Group Contract, Fundraiser, Program, Service Categories, Undesignated), which serves to differentiate it from other types of Organization accounts. For example, a company named ABC Manufacturing would be an Organization account with the profile attribute of Company while Big Sisters/Big Brothers would have an Organization account with the profile attribute of Agency.

To avoid errors during the Lockbox process, make sure that the format of all Profile Attributes on the .CSV file being imported match the exact format of the Table Entry for each Profile Attribute (as shown in Table 3).

The information that appears in this field will be written to the Profile Attribute field in the Organizations file for that organization.

Name: Line 1

[ORGNAME1] [Character] [40]

The name of the Organization.

The information that appears in this field will be written to the Name 1 field in the Organizations file for that organization.

Name: Line 2

[ORGNAME2] [Character] [40]

Additional space for the name of the Organization if required.

The information that appears in this field will be written to the Name 2 field in the Organizations file for that organization.

Account Status

[ORGACCOUNTSTATUS] [Character] [15]

The status of the Organization account, for example, active.

To avoid errors during the Lockbox process, make sure that the format of all Organization Account Status Types on the .CSV file being imported match the exact format of the Table Entry for each Organization Account Status Type (as shown in Table 311).

The information that appears in this field will be written to the Account Status field in the Organizations file for that organization.

SIC

[ORGSIC] [Character] [15]

The Standard Industry Classification code applicable to the selected organization. The Standard Industry Classification (S.I.C.) code identifies the company by industry.

The information that appears in this field will be written to the SIC field in the Organizations file for that organization.

Web Site

[ORGWEBSITE] [Character] [50]

The Organization's web address.

The information that appears in this field will be written to the Web-Site field in the Organizations file for that organization.

NAICS

[ORGNAICS] [Character] [10]

The Organization's NAICS (North American Industry Classification System.) number. North American Industry Classification System is a federal classification of industry types which gives an average annual salary for the industry. Many United Way's use this to calculate potential. The NAICS is similar to the SIC Code but is more specific.

The information that appears in this field will be written to the NAICS field in the Organizations file for that organization.

NCC

[ORGNCC] [Character] [15]

The NCC number of the Organization.

The information that appears in this field will be written to the NCC field in the Organizations file for that organization.

EIN

[ORGEIN] [Character] [20]

The Employer Identification Number of the Organization.

The information that appears in this field will be written to the EIN field in the Organizations file for that organization.

External Account Number

[ORGEXTACCOUNTNUMBER] [Character] [20]

A number assigned to an organization other than the ANDAR account number. It usually represents the account number from the fundraiser's previous database.

The information that appears in this field will be written to the External Account Number field in the Organizations file for that organization.

Registration Number

[ORGREGISTRATIONNUMBER] [Character] [15]

The Organization's charitable registration number.

The information that appears in this field will be written to the Registration Number field in the Organizations file for that organization.

Vendor Number

[ORGVENDORNUMBER] [Character] [15]

Vendor number is a unique identifier, defined in an Organization profile for accounting purposes.

The information that appears in this field will be written to the Vendor Number field in the Organizations file for that organization.

Scope

[ORGSCOPE] [Character] [15]

Local, National or International scope.

The information that appears in this field will be written to the Scope field in the Organizations file for that organization.

Internal Employee Number

[INTERNALORGEMPLNUMBER] [Character] [20]

The Employee ID Number.

The information that appears in this field will be written to the Employee ID field in the Employment Relationships file. A value must be specified in the Organization Account Number field when this field is used; an Employment Relationship will be created.

Employee Type

[EMPLOYEETYPE] [Character] [15]

Indicates the kind of employee. For example, Paid Employee, Retiree, etc. This will be used in the Employee Relationship.

The information that appears in this field will be written to the Employee Type field in the Employment Relationships file.

Employee Distribution Zip

[EMPDISTZIP] [Character] [10]

The zip code that locates the Fundraising Organization associated to the account for which the Transaction is being added (it is used for distribution of Donor Choice and Passthrough dollars during the Donor Choice Payout process.

The information that appears in this field will be written to the Employee Distribution Zip field in the Employment Relationships file.

Effective Date

[EMPEFFECTIVEDATE] [Character] [8]

This is not required but may be useful if you want to add relationships that are not effective until some date in the future. NOTE: Blank dates or open-ended dates mean that the employee is effective.
 

The information that appears in this field will be written to the Effective Date field in the Employment Relationships file.

Expiry Date

[EMPEXPIRYDATE] [Character] [8]

The date the employee relationship expires. Entering a date equal to Yesterday will eliminate them from selections Today. NOTE: Blank dates or open-ended dates mean that the employee is effective.

The information that appears in this field will be written to the Expiry Date field in the Employment Relationships file.

Job Title 1

[JOBTITLE1] [Character] [40]

The job title of an individual at their workplace.

The information that appears in this field will be written to the Job Title 1 field in the Employment Relationships file.

Job Title 2

[JOBTITLE2] [Character] [40]

This is additional space for Job Title 1.  It is not a second job title.

The information that appears in this field will be written to the Job Title 2 field in the Employment Relationships file.

Mail Drop

[MAILDROP] [Character] [20]

Indicates a Mail Drop or Routing Code usually associated with a very large organization's internal mail system. This field is for the internal (workplace) mailing address of the Employee. This information is used in Data Mining Extracts to supplement the employer's address when the employer's address is selected by an Address Pecking Order for mailing lists.

The information that appears in this field will be written to the Mail Drop field in the Employment Relationships file.

Internal Department Number

[INTERNALORGDEPTNUMBER] [Character] [100]

The name of the Department in which the Employee works.

The information contained in this field will be written to the Department field of the Employment Relationships file. A value must be entered into the Organization Account Number field when this field is used; an Employment Relationship will be created.

Sort Field 1

[SORTFIELD1] [Character] [15]

A user-defined field specific to the fundraiser. Allows customized sorting in e-Pledge reports.

The field name is defined on the Add Employee Information Header window under e-Business >- Employee Information.

For example, one site might want to define Sort Field 1 as Company, Sort Field 2 as Division, and Sort Field 3 as Department.

Sort Field 2

[SORTFIELD2] [Character] [15]

Refer to Sort Field 1.

The information that appears in this field will be written to the Sort Field 2 field in the Employment Relationships file.

Sort Field 3

[SORTFIELD3] [Character] [15]

Refer to Sort Field 1.

The information that appears in this field will be written to the Sort Field 3 field in the Employment Relationships file.

Sort Field 4

[SORTFIELD4] [Character] [15]

Refer to Sort Field 1.

The information that appears in this field will be written to the Sort Field 4 field in the Employment Relationships file.

Sort Field 5

[SORTFIELD5] [Character] [15]

Refer to Sort Field 1.

The information that appears in this field will be written to the Sort Field 5 field in the Employment Relationships file.

Class A1

[EMPCLASSA1] [Character] [15]

A user defined field specific to the fundraiser. Allows customized sorting in e-Pledge reports.

The field name is defined on the Add Employee Information Header window under e-Business - Employee Information. For example, you might want to define Class A1 as Employee Level and add Level 1, Level 2, Level 3 as options for this field. When you go to an Employee profile of this organization, and Relationship>Employment>Add Employee/Workplace window, the Class A1 field will become Employee Level allowing you to select the defined options.

When a LockBox Export job is run, the user-defined field name will become a field name in the header row of the CSV file and your selection for that employee will be listed in this column. However, when you import the data in the user-defined fields, you must use the original field name EMPCLASSA1.

The information that appears in this field will be written to the Class A1 field in the Employment Relationships file.

Class A2

[EMPCLASSA2] [Character] [15]

Refer to Class A1.

The information that appears in this field will be written to the Class A2 field in the Employment Relationships file.

Class B1

[EMPCLASSB1] [Character] [15]

Refer to Class A1.

The information that appears in this field will be written to the Class B1 field in the Employment Relationships file.

Class B2

[EMPCLASSB2] [Character] [15]

Refer to Class A1.

The information that appears in this field will be written to the Class B2 field in the Employment Relationships file.

Last Year Gift

[EMPLYGIFT] [Decimal]

Indicates the amount that a donor will see on their e-Pledge screen as their previous year's gift. This is not populated by the history on the individual account profile.

The information that appears in this field will be written to the Last Year Gift field in the Employment Relationships file.

Suggested Gift

[EMPSUGGIFT] [Decimal]

The suggested gift amount that a potential donor will see on their e-Pledge screen.

The information that appears in this field will be written to the Suggested Gift field in the Employment Relationships file.

Suggested Gift 2

[EMPSUGGIFT2] [Decimal]

Refer to Suggested Gift.

The information that appears in this field will be written to the Suggested Gift 2 field in the Employment Relationships file.

Suggested Gift 3

[EMPSUGGIFT3] [Decimal]

Refer to Suggested Gift.

The information that appears in this field will be written to the Suggested Gift 3 field in the Employment Relationships file.

Suggested Gift 4

[EMPSUGGIFT4] [Decimal]

Refer to Suggested Gift.

The information that appears in this field will be written to the Suggested Gift 4 field in the Employment Relationships file.

Suggested Gift 5

[EMPSUGGIFT5] [Decimal]

Refer to Suggested Gift.

The information that appears in this field will be written to the Suggested Gift 5 field in the Employment Relationships file.

Salary

[EMPSALARY] [Decimal]

Indicates the salary of an individual who is paid a set amount versus hourly wages.

The information that appears in this field will be written to the Salary field in the Employment Relationships file.
 

Percent Of Salary

[PERCENTOFSALARY] [Decimal]

The percentage of the individual's salary being pledged. This field is for information only.

The information that appears in this field will be written to the Percent Of Salary field in the Employment Relationships file.

Per Hour

[EMPPERHOUR] [Decimal]

Indicates the amount an individual earns per hour.

The information that appears in this field will be written to the Per Hour field in the Employment Relationships file.

Income Level

[INCOMELEVEL] [Character] [15]

The income level of the employee. Income Levels are user-defined.

The information that appears in this field will be written to the Income Level field in the Employment Relationships file.

Other Income

[EMPOTHERINCOME] [Decimal]

Other income paid to the employee. For example, bonus.

The information that appears in this field will be written to the Other Income field in the Employment Relationships file.

Number of Pay Periods

[NBRPAYPERIODS] [Decimal]

The number of pay periods per year.

The information that appears in this field will be written to the Number of Pay Periods field in the Employment Relationships file.

Minimum Billing Start Date

[MINBILLSTARTDATE] [Character] [8]

If an employee wishes to be billed directly by the fundraiser this will be the date that billing will begin. For example, if they wish to be billed quarterly and this field indicates 01/01/03 they will receive the first bill in January 03 and another each quarter until the pledge has been fully paid.

The information that appears in this field will be written to the Minimum Billing Start Date field in the Employment Relationships file.

Minimum Payroll Start Date

[MINPAYROLLSTARTDATE] [Character] [8]

If an employee wishes to contribute using the payroll deduction option this will be the date those deductions will begin.

The information that appears in this field will be written to the Minimum Payroll Start Date field in the Employment Relationships file.

User Defined 1

[USERDEFINED1] [Character] [15]

This field is defined by users to record any information about the employees as appropriate.

The field name is defined on the Add Employee Information Header window under e-Business > Employee Information. After the field name is defined and you go to an Employee profile of this organization, and Relationship>Employment>Add Employee/Workplace window, the User Defined 1 field will become the user-defined name.

  • When a LockBox Export job is run, the user-defined field name will become a field name n the header row of the resulting CSV file and your selection from the sorting field drop-down list will be listed in this column.
  • However, when you import the data in the user-defined fields, you must use the original field name (USERDEFINED1).

The information that appears in this field will be written to the User Defined 1 field in the Employment Relationships file.

User Defined 2

[USERDEFINED2] [Character] [15]

Refer to User Defined 1.

The information that appears in this field will be written to the User Defined 2 field in the Employment Relationships file.

User Defined 3

[USERDEFINED3] [Character] [15]

Refer to User Defined 1.

The information that appears in this field will be written to the User Defined 3 field in the Employment Relationships file.

User Defined 4

[USERDEFINED4] [Character] [15]

Refer to User Defined 1.

The information that appears in this field will be written to the User Defined 4 field in the Employment Relationships file.

User Defined 5

[USERDEFINED5] [Character] [15]

Refer to User Defined 1.

The information that appears in this field will be written to the User Defined 5 field in the Employment Relationships file.

User Defined Amount 1

[USERDEFINEDAMOUNT1] [Decimal]

This is a user-defined field for storing numerical data.

The field name is defined on the Add Employee Information Header window under e-Business > Employee Information. For example, one site might want to define User Defined Amount as Bonus. When you go to an Employee profile of this organization, and Relationship>Employment>Add Employee/Workplace window, the User Defined Amount field will become Bonus allowing you to enter the bonus amount for the employee.

The information that appears in this field will be written to the User Defined Amount 1 field in the Employment Relationships file.

User Defined Amount 2

[USERDEFINEDAMOUNT2] [Decimal]

Refer to User Defined Amount 1.

The information that appears in this field will be written to the User Defined Amount 2 field in the Employment Relationships file.

User Defined Amount 3

[USERDEFINEDAMOUNT3] [Decimal]

Refer to User Defined Amount 1.

The information that appears in this field will be written to the User Defined Amount 3 field in the Employment Relationships file.

User Defined Amount 4

[USERDEFINEDAMOUNT4] [Decimal]

Refer to User Defined Amount 1.

The information that appears in this field will be written to the User Defined Amount 4 field in the Employment Relationships file.

User Defined Amount 5

[USERDEFINEDAMOUNT5] [Decimal]

Refer to User Defined Amount 1.

The information that appears in this field will be written to the User Defined Amount 5 field in the Employment Relationships file.

Other Name Type

[OTHERNAMETYPE] [Character] [15]

In addition to the Account Profile Name which appears on the Bio tab of an account profile, ANDAR can contain additional names for an individual or an organization. For example, Maiden Name, Nickname, Former Name, DBA, etc.

To avoid errors during the Lockbox process, make sure that the format of all Name Types on the .CSV file being imported match the exact format of the Table Entry for each Name Type (as shown in Table 5).

Other Name 1

[OTHERNAME1] [Character] [40]

The other name as described in OTHERNAMETYPE. For example, Maiden Name is Smith, Nickname is Oz, Former Name is Superstore, etc.

The information that appears in this field will be written to the Name 1 field in the Names file.

Other Name 2

[OTHERNAME2] [Character] [40]

Additional space for other name if needed.

The information that appears in this field will be written to the Name 2 field in the Names file.

Other Name Effective Date

[OTHERNAMEEFFECTIVEDATE] [Character] [8]

The date that the Other Name becomes effective in ANDAR.

The information that appears in this field will be written to the Effective Date field in the Names file.

Other Name Expiry Date

[OTHERNAMEEXPIRYDATE] [Character] [8]

The date that the Other Name expires in ANDAR.

The information that appears in this field will be written to the Expiry Date field in the Names file.

Address Type

[ADDRESSTYPE] [Character] [15]

Indicates the kind of address. For example, Main Address, Preferred Address, Home Address, Billing Address, etc.

To avoid errors during the Lockbox process, make sure that the format of all Address Types on the .CSV file being imported match the exact format of the Table Entry for each Address Type (as shown in Table 7).

The value entered in this field will determine the Address Type for the address information entered in the Address Line 1, Address Line 2, Address Line 3, and Address Line 4 fields. It will be written to the Address Type field in the Addresses file. If no value is specified in the Address Type field, then any address information entered will be assigned the Address Type Main.

Address Line 1

[ADDRESSLINE1] [Character] [40]

The first line of an address. This should not include a company name or a person's name.

If an Address Type is selected data must be entered in this field. The information that appears in this field will be written to the Address Line 1 field in the Addresses file.

If an Address Type is not specified, the default type for the information entered in this and any other Address Line fields will be Main.

Address Line 2

[ADDRESSLINE2] [Character] [40]

Additional address information when there is not enough space in the Address 1 field.

The information that appears in this field will be written to the Address Line 2 field in the Addresses file.

Address Line 3

[ADDRESSLINE3] [Character] [40]

Additional address information when there is not enough space in the Address 1 and Address  2 field.

The information that appears in this field will be written to the Address Line 3 field in the Addresses file.

Address Line 4

[ADDRESSLINE4] [Character] [40]

Additional address information when there is not enough space in the Address 1, Address 2, and Address 3 field.

The information that appears in this field will be written to the Address Line 4 field in the Addresses file.

City

[CITY] [Character] [25]

The name of the city.

The information that appears in this field will be written to the City field in the Addresses file.

State or Province

[STATEORPROV] [Character] [2]

The name of the State or Province.

To avoid errors during Lockbox process, make sure that the format of all State or Province Codes on the .CSV file being imported match the exact format of the Table Entry for each State or Province Code (as shown in Table 8).

The information that appears in this field will be written to the Province or State field in the Addresses file.

Zip/Postal Code

[ZIPPOSTALCODE] [Character] [10]

The Zip Code (Postal Code in Canada) for the address.

The information that appears in this field will be written to the Zip or Postal Code field in the Addresses file.

In order to retain the leading zeroes (for example, 05043) in this column of an import file change the formatting for this column from General to Text. To do so, highlight the column and right-click. Then select Format Cells. Click on the Number tab. Select Text from the drop-down list and click OK.

This format change will be retained when the file is saved as a comma separated variable (CSV) file. You can check the file with Notepad to confirm.

NOTE:

  1. If the format of the column is kept as General then the leading zeros will be dropped and ANDAR will create address records with a four digit zip code (for example, 5043).
  2. If the .CSV file is re-opened in Excel the formatting will be lost. Once the formatting has been changed to  Text save the file, close it then import, validate, and process.

Country

[COUNTRYCODE] [Character] [3]

The Country Code for the address.

To avoid errors during the Lockbox process, make sure that the format of all Country Codes on the .CSV file being imported match the exact format of the Table Entry for each Country Code (as shown in Table 9).

The information that appears in this field will be written to the Country Code field in the Addresses file.

Neighborhood

[NEIGHBORHOOD] [Character] [15]

The neighborhood in which an individual lives or an organization is located. For example, Buckhead, Creekside, Downtown, etc.

To avoid errors during the Lockbox process, make sure that the format of all Neighbourhoods on the .CSV file being imported match the exact format of the Table Entry for each Country Code (as shown in Table 212).

The information that appears in this field will be written to the Neighborhood field in the Addresses file.

County

[COUNTY] [Character] [15]

The county in which an individual lives or an organization is located.

To avoid errors during the Lockbox process, make sure that the format of all County Codes on the .CSV file being imported match the exact format of the Table Entry for each County Code (as shown in Table 211).

The information that appears in this field will be written to the County field in the Addresses file.

At Subway Line

[ATSUBWAYLINE] [Character] [1]

Indicates the Individual lives near the subway.

The information that appears in this field will be written to the At Subway Line field in the Addresses file.

At Bus Line

[ATBUSLINE] [Character] [1]

Indicates the individual lives near the bus route.

The information that appears in this field will be written to the At Bus Line field in the Addresses file.

Seasonal From Date

[SEASONALFROMDATE] [Character] [4]

The date that this particular Address Type becomes the mailing address for the Profile. For example, a Summer Address may only be applicable from May 15 to Oct 1.

The information that appears in this field will be written to the From MM/DD field in the Addresses file.

Seasonal To Date

[SEASONALTODATE] [Character] [4]

The date that this particular Address Type ceases to be the mailing address for the Profile. For example, a Summer Address may only be applicable from May 15 to Oct 1.

The information that appears in this field will be written to the To MM/DD field in the Addresses file.

Phone Number Type

[PHONENUMBERTYPE] [Character] [15]

Indicates the kind of phone number. For example, Main Phone, Work Phone, Fax Number, etc.

To avoid errors during the Lockbox process, make sure that the format of all Phone Number Types on the .CSV file being imported match the exact format of the Table Entry for each Phone Number Type (as shown in Table 10).

The value entered in this field will determine the Phone Number Type for the phone number information entered in the Area Code, Phone Number, and Extension fields. It will be written to the Phone Number Type field in the Phone Numbers file for the first Phone Number.

Area Code

[AREACODE] [Integer]

The area code of the selected Phone Number Type.

The information that appears in this field will be written to the Area Code field in the Phone Numbers file.

Phone Number

[PHONENUMBER] [Integer]

The seven digit telephone number of the selected Phone Number Type.

The information that appears