GiftWrap payment upload file layout
The payment upload file can be saved in comma-separated text (.csv) or fixed length text (.sdf) format. Either way, the upload file is formatted as one payment record per line. Within each line, payment information is formatted left to right as shown below from top to bottom.
In the case of the fixed-length format, all numeric values are right-justified within their positions and are blank-filled unless it is indicated under Format that they are 0-filled. All alpha-numeric values are left-justified within their positions.
Upload style 1
|
Field Name |
Table.Field |
Name in File |
Position |
Format |
|
Tenant ID |
tblTenant.TenantID |
TenantID |
1-11 |
|
|
Organization Nickname |
tblOrganization.OrgNickName |
OrgNickName |
12-21 |
|
|
Organization Account 1 |
tblOrganization.Orgaccount1 |
OrgAccount1 |
22-41 |
|
|
Organization Account 2 |
tblOrganization.Orgaccount2 |
OrgAccount2 |
42-61 |
|
|
Organization Account 3 |
tblOrganization.Orgaccount3 |
OrgAccount3 |
62-81 |
|
|
Payment Date |
tblPaymentSnapshot.PaymentDate |
PaymentDate |
82-89 |
mmddyyyy |
|
Person Code 1 |
tblPerson.PersonAccount1 |
PersonAccount1 |
90-109 |
|
|
Person Code 2 |
tblPerson.PersonAccount2 |
PersonAccount2 |
110-129 |
|
|
Person Code 3 |
tblPerson.PersonAccount3 |
PersonAccount3 |
130-149 |
|
|
Person Code 4 |
tblPerson.PersonAccount4 |
PersonAccount4 |
150-169 |
|
|
Pay to the Order of |
tblPersonGiftMap.PayTo |
PayTo |
170-219 |
|
|
Gross Amount |
tblPaymentSnapshot.NetPaymentAmount + tblPaymentSnapshot.FederalWithheld |
calPaymentAmountTotal |
220-230 |
|
|
Federal Withheld |
tblPaymentSnapshot.FederalWithheld |
calFederalWithheldTotal |
231-241 |
|
|
State Withheld |
tblPaymentSnapshot.StateWithheld |
calStateWithheldTotal |
242-252 |
|
|
Net Amount |
tblPaymentSnapshot.NetPaymentAmount |
calNetAmountTotal |
253-263 |
0 filled |
|
Use EFT |
tblBank.UseEFT |
fmtUseEftYesNo |
264-266 |
No or Yes |
|
Bank Name |
tblBank.Bankname |
BankName |
267-316 | |
|
Bank Routing # (ABA) |
tblBank.ABANumber |
ABANumber |
317-325 | |
|
Bank Account # |
tblBank.BankAccount |
BankAccount |
326-342 | 0-filled if blank, else left-justified and not 0-filled |
|
Bank Account Type |
tblBank.BankAccountTypeIDLookup |
BankAccountType |
343 |
C=checking |
|
Address ID |
tblAddress.AddressID |
AddressID |
344-354 |
|
|
Account 1 |
tblGift.Account1 |
Account1 |
355-374 |
|
|
Account 2 |
tblGift.Account2 |
Account2 |
375-394 |
|
|
Account 3 |
tblGift.Account3 |
Account3 |
395-414 |
|
|
Account 4 |
tblGift.Account4 |
Account4 |
415-434 |
|
|
Account 5 |
tblGift.Account5
|
Account5 |
435-454 |
|
|
Separate Check |
tblPersonGiftMap.SeparateCheck |
SeparateCheck |
455 |
F=false, T=True |
|
Social Security # |
tblPerson.SSN |
fmtSSN |
456-466 |
SSNs include hyphens, "*"s in place of first five digits if account set to mask SSNs under Setup |
|
Person ID |
tblPerson.PersonID |
PersonID |
467-477 |
|
|
Gift Date |
tblGiftDetail.GiftDate |
GiftDate |
478-485 |
mmddyyyy |
| Payment Footer |
tblTenant.PaymentFooter |
PaymentFooter | 486-575 | |
| Tenant Name | tblTenant.TenantName | TenantName | 576-625 | |
| Org ID | tblOrganization.OrgID | OrgID | 626-636 | |
| Org Name | tblOrganization.OrgName | OrgName | 637-686 | |
| tblAddress.Email | 687-736 |
Upload style 2
Upload style 2 includes all of the fields of Upload style 1 in the same positions as shown above. In addition, Upload style 2 includes the following fields in the following positions:
|
Field Name |
Table.Field |
Name in File |
Position |
Format |
|
Payment Street 1 |
tblAddress.Street1 |
Street1 |
486-545 | |
|
Payment Street 2 |
tblAddress.Street2 |
Street2 |
546-605 | |
|
Payment City |
tblAddress.City |
City |
606-625 | |
|
Payment State |
tblAddress.StateCode |
State |
626-627 | |
|
Payment Zip Code |
tblAddress.Zipcode |
ZipCode |
628-637 | includes hyphen after 5th digit when more than 5 digits |
|
Payment Country |
tblAddress.Country |
Country |
638-657 | |
|
Advice Street 1 |
tblAddress.Street1 |
AdviceStreet1 |
658-717 |
|
|
Advice Street 2 |
tblAddress.Street2 |
AdviceStreet2 |
718-777 |
|
|
Advice City |
tblAddress.City |
AdviceCity |
778-797 |
|
|
Advice State |
tblAddress.StateCode |
AdviceState |
798-799 |
|
|
Advice Zip Code |
tblAddress.Zipcode |
AdviceZipcode |
800-809 |
includes hyphen after 5th digit when more than 5 digits |
|
Advice Country |
tblAddress.Country |
AdviceCountry |
810-830 |
|
| Payment Footer | tblTenant.PaymentFooter | PaymentFooter | 831-920 | |
| Tenant Name | tblTenant.TenantName | TenantName | 921-970 | |
| Org ID | tblOrganization.OrgID | OrgID | 971-981 | |
| Org Name | tblOrganization.OrgName | OrgName | 982-1031 | |
| tblAddress.Email | 1032-1081 |
Upload style 3
Upload style 3 includes the following fields in the following positions:
|
Field Name |
Table.Field |
Name in File |
Position |
Format |
|
Tenant ID |
tblTenant.TenantID |
TenantID |
1-11 |
|
|
Organization Nickname |
tblOrganization.OrgNickName |
OrgNickName |
12-21 |
|
|
Organization Account 1 |
tblOrganization.Orgaccount1 |
OrgAccount1 |
22-41 |
|
|
Organization Account 2 |
tblOrganization.Orgaccount2 |
OrgAccount2 |
42-61 |
|
|
Organization Account 3 |
tblOrganization.Orgaccount3 |
OrgAccount3 |
62-81 |
|
|
Check Date |
tblPayment.PaymentDate |
PaymentDate |
82-89 |
mmddyyyy |
|
Person Code 1 |
tblPerson.PersonAccount1 |
PersonAccount1 |
90-109 |
|
|
Person Code 2 |
tblPerson.PersonAccount2 |
PersonAccount2 |
110-129 |
|
|
Person Code 3 |
tblPerson.PersonAccount3 |
PersonAccount3 |
130-149 |
|
|
Person Code 4 |
tblPerson.PersonAccount4 |
PersonAccount4 |
150-169 |
|
|
Pay to the Order of |
tblPersonGiftMap.PayTo |
PayTo |
170-219 |
|
|
Gross Amount |
tblPaymentSnapshot.PaymentAmount |
calPaymentAmountTotal |
220-230 |
|
|
Federal Withheld |
tblPaymentSnapshot.FederalWithheld |
calFederalWithheldTotal |
231-241 |
|
|
State Withheld |
tblPaymentSnapshot.StateWithheld |
calStateWithheldTotal |
242-252 |
|
|
Net Amount |
tblPaymentSnapshot.NetPaymentAmount |
calNetAmountTotal |
253-263 |
0 filled |
|
Total Units |
tblPaymentSnapshot.IncomeUnits |
calIncomeUnitsTotal |
264-275 |
|
|
Check Number |
tblPaymentSnapshot.CheckNumber |
CheckNumber |
276-283 |
|
|
Issued Date |
tblPaymentSnapshot.IssuedDate |
IssuedDate |
284-291 |
mmddyyyy |
|
Issued Type |
tblPaymentIssuedTypeIDLookup |
IssuedType |
292 |
C = checking, S = savings |
|
Use EFT |
tblBank.UseEFT |
fmtUseEftYesNo |
293-295 |
No or Yes |
|
Bank Name |
tblBank.Bankname |
BankName |
296-345 | |
|
Bank Routing # (ABA) |
tblBank.ABANumber |
ABANumber |
346-354 | |
|
Bank Account # |
tblBank.BankAccount |
BankAccount |
355-371 | 0-filled if blank, else left-justified and not 0-filled |
|
Bank Account Type |
tblBank.BankAccountTypeIDLookup |
BankAccountType |
372 |
C=checking |
|
Address ID |
tblAddress.AddressID |
AddressID |
373-383 |
|
|
Account 1 |
tblGift.Account1 |
Account1 |
384-403 |
|
|
Account 2 |
tblGift.Account2 |
Account2 |
404-423 |
|
|
Account 3 |
tblGift.Account3 |
Account3 |
424-443 |
|
|
Account 4 |
tblGift.Account4 |
Account4 |
444-463 |
|
|
Account 5 |
tblGift.Account5 |
Account5 |
464-483 |
|
|
Separate Check |
tblPersonGiftMap.SeparateCheck |
SeparateCheck |
484 |
F = false, T = true |
|
Social Security # |
tblPerson.SSN |
fmtSSN |
485-495 |
SSNs include hyphens, "*"s in place of first five digits if account set to mask SSNs under Setup |
|
Person ID |
tblPerson.PersonID |
PersonID |
496-506 |
|
|
Gift Date |
tblGiftDetail.GiftDate |
GiftDate |
507-514 |
mmddyyyy |
| Payment Footer | tblTenant.PaymentFooter | PaymentFooter | 515-604 | |
| Tenant Name | tblTenant.TenantName | TenantName | 605-654 | |
| Org ID | tblOrganization.OrgID | OrgID | 655-665 | |
| Org Name | tblOrganization.OrgName | OrgName | 666-715 | |
| tblAddress.Email | 716-765 |
Upload style 4
Upload style 4 includes all of the fields of Upload style 3 in the same positions as shown above. In addition, Upload style 4 includes the following fields in the following positions:
|
Field Name |
Table.Field |
Name in File |
Position |
Format |
|
Payment Street 1 |
tblAddress.Street1 |
Street1 |
515-574 | |
|
Payment Street 2 |
tblAddress.Street2 |
Street2 |
575-634 | |
|
Payment City |
tblAddress.City |
City |
635-654 | |
|
Payment State |
tblAddress.StateCode |
State |
655-656 | |
|
Payment Zip Code |
tblAddress.Zipcode |
ZipCode |
657-666 | includes hyphen after 5th digit when more than 5 digits |
|
Payment Country |
tblAddress.Country |
Country |
667-686 | |
|
Advice Street 1 |
tblAddress.Street1 |
AdviceStreet1 |
687-746 |
|
|
Advice Street 2 |
tblAddress.Street2 |
AdviceStreet2 |
747-806 |
|
|
Advice City |
tblAddress.City |
AdviceCity |
807-826 |
|
|
Advice State |
tblAddress.StateCode |
AdviceState |
827-828 |
|
|
Advice Zip Code |
tblAddress.Zipcode |
AdviceZipcode |
829-838 |
includes hyphen after 5th digit when more than 5 digits |
|
Advice Country |
tblAddress.Country |
AdviceCountry |
839-859 |
|
| Payment Footer | tblTenant.PaymentFooter | PaymentFooter | 860-949 | |
| Tenant Name | tblTenant.TenantName | TenantName | 950-999 | |
| Org ID | tblOrganization.OrgID | OrgID | 1000-1010 | |
| Org Name | tblOrganization.OrgName | OrgName | 1011-1060 | |
| tblAddress.Email | 1061-1110 |
Upload style 5
Upload style 5 includes all of the fields listed below. When saved in .csv format, amounts include decimal points where appropriate.
|
Field Name |
Table.Field |
Name in File |
Position |
Format |
|
Organization Account 1 |
tblOrganization.Orgaccount1 |
OrgAccount1 |
1-18 |
|
|
Payment Date |
tblPayment.PaymentDate |
PaymentDate |
19-28 |
mm/dd/yyyy |
|
Person Code 1 |
tblPerson.PersonAccount1 |
PersonAccount1 |
29-46 | |
|
Pay to the Order of |
tblPersonGiftMap.PayTo |
PayTo |
47-96 |
|
|
Gross Amount |
tblPaymentSnapshot.PaymentAmount |
calPaymentAmountTotal |
97-107 |
|
|
Federal Withheld |
tblPaymentSnapshot.FederalWithheld |
calFederalWithheldTotal |
108-118 |
|
|
Net Amount |
tblPaymentSnapshot.NetPaymentAmount |
calNetAmountTotal |
119-129 |
0 filled |
|
Payment Street 1 |
tblAddress.Street1 |
Street1 |
130-179 | |
|
Payment Street 2 |
tblAddress.Street2 |
Street2 |
180-229 | |
|
Payment City |
tblAddress.City |
City |
230-249 | |
|
Payment State |
tblAddress.StateCode |
State |
250-251 | |
|
Payment Zip Code |
tblAddress.Zipcode |
ZipCode |
252-261 | includes hyphen after 5th digit when more than 5 digits |
|
Payment Country |
tblAddress.Country |
Country |
262-276 | |
|
Use EFT |
tblBank.UseEFT |
fmtUseEftYesNo |
277 |
N or Y |
|
Bank Name |
tblBank.Bankname |
BankName |
278-327 | |
|
Bank Routing # (ABA) |
tblBank.ABANumber |
ABANumber |
328-336 | |
|
Bank Account # |
tblBank.BankAccount |
BankAccount |
337-353 |
0-filled if blank, else left-justified and not 0-filled |
|
Bank Account Type |
tblBank.BankAccountTypeIDLookup |
BankAccountType |
354 |
C=checking |
|
Address ID |
tblAddress.AddressID |
AddressID |
355-365 |
|
|
Account 1 |
tblGift.Account1 |
GiftAccount1 |
366-383 |
|
|
Account 2 |
tblGift.Account2 |
GiftAccount2 |
384-401 |
|
|
Separate Check |
tblPersonGiftMap.SeparateCheck |
SeparateCheck |
402 |
F = false, T = true |
|
Social Security # |
tblPerson.SSN |
fmtSSN |
403-414 |
SSNs include hyphens, "*"s in place of first five digits if account set to mask SSNs under Setup |
|
Person Key |
tblPerson.PersonKey |
PersonKey |
415-425 |
|
|
Gift Date |
tblGiftDetail.GiftDate |
GiftDate |
426-435 |
mm/dd/yyyy |
|
Advice Street 1 |
tblAddress.Street1 |
AdviceStreet1 |
436-485 | |
|
Advice Street 2 |
tblAddress.Street2 |
AdviceStreet2 |
486-535 | |
|
Advice City |
tblAddress.City |
AdviceCity |
536-555 | |
|
Advice State |
tblAddress.StateCode |
AdviceState |
556-557 | |
|
Advice Zip Code |
tblAddress.Zipcode |
AdviceZipcode |
558-567 |
includes hyphen after 5th digit when more than 5 digits |
|
Advice Country |
tblAddress.Country |
AdviceCountry |
568-582 | |
|
State Withheld |
tblPaymentSnapshot.StateWithheld |
calStateWithheldTotal |
583-593 | |
|
Total Units |
tblPaymentSnapshot.IncomeUnits |
calIncomeUnitsTotal |
594-609 | |
|
Check Number |
tblPaymentSnapshot.CheckNumber |
CheckNumber |
610-622 | |
|
Issued Date |
tblPaymentSnapshot.IssuedDate |
IssuedDate |
623-644 |
mm/dd/yyyy |
|
|
tblAddress.Email |
|
645-694 |
Upload style 6
Upload style 6 is identical to upload style 5, except that when saved in .csv format, amounts do not include decimal points. See Upload style 5 above for a listing of all fields included in Upload style 6.
Upload style 7
Upload style 7 is identical to Upload style 6 except that it includes an extra CR/LF at the end of the file.