GiftWrap EFTdata mail merge file layout

EFT Mail Merge Data File Layout

The file created by Create EFT Mail Merge Data File is formatted for merging with a letter created in a word processor, such as Microsoft Word. The file is created under Payments > EFT Files.

You can choose between two text formats:

Comma and quote delimited (.csv): character values are enclosed in double quotes (e.g., "Joe Donor") and numbers, dollar amounts, and dates are not (e.g., 10/1/2005 or 120412). The fields included in the file and their order are shown below.
Fixed length text (.sdf): numbers and dollar amounts are right justified; character values and dates are left justified. The fields included in each record and their column positions are shown below.

Choose the file format most suited to the software that will be working with the data. File records are sorted by organization nickname, then organization ID, then check date, then last name of payee. The fields included in each record in the check data mail merge file are as follows:

Field Name	Table.Field	Name in File	Position	Description
Organization Name	Org.Orgname	orgname	1-50
Payment Date (short form)	tblPaymentSnapshot.PaymentDate	fmtDateToPrint	51-58	payment date in "mm/dd/yyyy" format
Salutation	tblPerson.Salutation	Salutation	59-88
Pay to the Order of	tblPersonGiftMap.Payto	Payto	89-138	Pay to order of name
Preferred Correspondence Address	tblAddress	fmtAdviceAddressLine1	139-208	First line of formatted address
Preferred Correspondence Address	tblAddress	fmtAdviceAddressLine2	209-278	Second line of formatted address
Preferred Correspondence Address	tblAddress	fmtAdviceAddressLine3	279-348	Third line of formatted address
Preferred Correspondence Address	tblAddress	fmtAdviceAddressLine4	349-418	Fourth line of formatted address
Net Amount	tblPaymentSnapshot.NetPaymentAmount	calNetAmountTotal	419-430	Net Payment
Federal Withheld	tblPaymentSnapshot.FederalWithheld	calFederalWithheldTotal	431-442	Federal Withheld
State Withheld	tblPaymentSnapshot.StateWithheld	calStateWithheldTotal	443-454	State Withheld
Gross Amount	tblPaymentSnapshot.NetPaymentAmount + tblPaymentSnapshot.FederalWithheld + tblPaymentSnapshot.StateWithheld	calPaymentAmountTotal	455-466	Gross Payment
Bank Name	tblBank.BankName	BankName	467-516	Bank Name
Bank Account #	tblBank.BankAccount	BankAccount	517-533	Bank Account #
Bank Name and Account Number	tblBank.BankName + tblBank.BankAccount	fmtBankAndAccount	534-613	"c/o " + Bank name and account number concatenated and formatted
Person Key	tblPerson.PersonKey	PersonKey	614-624	Person Key
Address ID	tblAddress.AddressID	AddressID	625-635	Address Key
Electronic Payment Type		ElectronicPaymentTyp	636-655	Electronic Payment Type
Final Dest Name		FinalDestinationName	656-717	Final Destination Name - used for wire transfers
Final Dest Account		FinalDestinationAccount	718-751	Final Destination Account - used for wire transfers
Email Address	tblAddress.Email	Email	752-801	Email Address