DonorDock Data Field Name	Description	Our Values	Required
Donor ID ⭐	A unique ID for the donor that is generated by DonorDock.	Alphanumeric	Contact Required Field ⭐
Account Number ⭐	The account number for a contact. If the account number exists in DonorDock this can be used to import updates to existing contact records. Account number can be used for integration to accounting systems, or as a friendly ID. Account Numbers can be set to be automatically assigned in your organization settings.	Alphanumeric	Contact Required Field ⭐
Contact Status	Indicates the status of the contact being imported	Active, Inactive, Archived
Contact Type	The type of the contact	Individual, Organization, Household
Company/Household Name ⭐	The name of a business, organization, or household that you are importing. If this value is filled, the imported donor will be marked as an organization, not an individual contact.	Alphanumeric	Contact Required Field ⭐
First Name ⭐	Contact's First Name	Alphanumeric	Contact Required Field ⭐
Middle Name	Contact's Middle Name	Alphanumeric
Last Name ⭐	Contact's Last Name	Alphanumeric	Contact Required Field ⭐
Email	Contact's Email Address	Valid Email Address
Main Phone	Contact's Main Phone Number	Valid Phone Number
Address Line 1	Contact's First Line of Address	Alphanumeric
Address Line 2	Contact's Second Line of Address	Alphanumeric
Address Line 3	Contact's Third line of Address	Alphanumeric
City	Contact's City for Address	Alphanumeric
State or Province	Contact's State or Province for Address	Alphanumeric
Postal Code	Contact's Postal Code for Address	Alphanumeric
County	Contact's County for Address	Alphanumeric
Secondary City	Contact's City for Address	Alphanumeric
Secondary State or Province	Contact's State or Province for Address	Alphanumeric
Secondary Postal Code	Contact's Postal Code for Address	Alphanumeric
Secondary County	Contact's County for Address	Alphanumeric
Secondary Country	Contact's Country for Address	Alphanumeric
Business Phone	Contact's Business Phone Number	Valid Phone Number
Mobile Phone	Contact's Mobile Phone Number	Valid Phone Number
Fax	Contact's Fax Number	Valid Phone Number
Website	Contact's Website	Valid URL
Spouse First Name	First Name of Contact's Spouse	Alphanumeric
Spouse Last Name	Last Name of Contact's Spouse	Alphanumeric
Spouse Email Address	Email Address of Contact's Spouse	Valid Email Address
Spouse Business' Phone	Business Phone number of Contact's Spouse	Valid Phone Number
Spouse Mobile Phone	Spouse Mobile Phone	Valid Phone Number
Number of Children	Number of Children Contact has with Spouse	Alphanumeric
Do Not Solicit	Indicates if a contact does not want to be solicited.	X, 1, True, Y, False
Bad Address	Indicates if a contact's address is incorrect.	X, 1, True, Y, False
Deceased	Indicates if a contact is deceased	X, 1, True, Y, False
Unsubscribed	Indicates if the contact has unsubscribed. This will remove them from receiving marketing lists.	X, 1, True, Y, False
Description	A general description of the contact.	Limit 1500 characters - Alphanumeric
Affiliation	Any affiliation the contact may have.	Alphanumeric
Badges	A comma-separated list of badges for this contact	Comma separated list - Alphanumeric
Marketing Lists	A comma-separated list of marketing lists for this contact.	Comma separated list - Alphanumeric
Household	The household the contact belongs to. If a matching household is found, the contact will be added to the existing household. If no match is found, a new household will be created.	Alphanumeric
Household Role	The contact's role in the household.	Alphanumeric
Job Title	Job Title of the Contact	Alphanumeric
Employer	The employer the contact works for. If a matching employer is found, the contact will be added to the existing employer. If no match is found, a new employer will be created.	Alphanumeric
Special Circumstances	Any unique circumstance or exception for a contact. This can also be used to provide your team instructions on how to engage a contact.	Limit 1500 Characters - Alphanumeric
Country	Contact's Country for Address	Alphanumeric
Owner	The email address of the DonorDock user you would like to assign this contact to.	Valid Email Address
Title	The honorific or job title of the donor you are importing.	Alphanumeric
Addressee	The addressee is the format of the name in the address block on the letter. This would likely be used in mail merge applications.	Alphanumeric
Salutation	The format of the name you want to use in greetings of your correspondence.	Alphanumeric
Suffix	Follows the name and provides additional information about the person. Examples would be Jr., Sr., PHD	Alphanumeric
Nickname	Nickname that the contact prefers to be called	Alphanumeric
Former Name	Name contact previously held	Alphanumeric
Birthday	Birth date of contact	Valid Date Format MM/DD/YYYY
Secondary Email	Secondary Email Address for user	Valid Email Address
Secondary Address Line 1	Contact's First Line of Address	Alphanumeric
Secondary Address Line 2	Contact's Second Line of Address	Alphanumeric
Secondary Address Line 3	Contact's Third line of Address	Alphanumeric
Former Name	Name contact previously held	Alphanumeric
Birthday	Birth date of contact	Valid Date Format MM/DD/YYYY
Secondary Email	Secondary Email Address for user	Valid Email Address

Setup Essentials Checklist

Setup Essentials Checklist