BatchCalcs Data File Layout

The file created by Mail Merge Data File under Utilities > Mail Merge Data is formatted for merging with a letter created in a word processor, such as Microsoft Word. If the BatchCalcs Format check box is checked, information is included in the file that makes it suitable for use by PG Calc in performing a BatchCalcs Service project.

Although you can choose between two text formats when creating Mail Merge Data file for use with BatchCalcs, only the comma and quote delimited (.csv) format is appropriate. With this format, 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).

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 payment data mail merge file are as follows:

Field Name	Table.Field	Name in File	Position	Description
Person Key	tblPerson.PersonKey	PersonKey	1-11	Person Key
D.O.B	tblPerson.BirthDate	DOB1	12-21	Date of birth
D.O.B	tblPerson.BirthDate	DOB2	22-31	Date of birth of linked spouse
Salutation or Joint Salutation	tblPerson.Salutation or tblSpouse.JointSalutation	Salutation	32-61	Salutation or, if marked to send mail jointly, joint salutation
		MailName	62-131	Prefix + FirstName + LastName + Suffix; tblSpouse. JointMailName if both spouses included and JointMail = T
Preferred Street 1	tblAddress.Street1	PrefStreet1	132-191	Street 1 of preferred correspondence address
Preferred Street 2	tblAddress.Street2	PrefStreet2	192-251	Street 2 of preferred correspondence address
Preferred City	tblAddress.City	PrefCity	252-276	City of preferred correspondence address
Preferred State	tblAddress.StateCode	PrefState	277-278	State code of preferred correspondence address
Preferred Zip Code	tblAddress.Zipcode	PrefZipCode	279-288	Zip code of preferred correspondence address; includes hyphen after 5th digit when more than 5 digits
Preferred Country	tblAddress.Country	PrefCountry	289-308	Zip code of preferred correspondence address
Preferred Phone #	tblAddress.Phone	PrefPhone	309-328	Phone # associated with preferred correspondence address
Day of birth		fmtBirthDay	329-330
Month of birth		fmtBirthMonth	333-334