The following fields are required for the object to be created. (This is irrespective of whether they are marked as required in the mapping.)


General:

  • Notepads (gift, constituent, action, etc) - must have text in notes field
  • Attributes (all of them in general) - must have both a category and a value (description)


Constituent:

  • Constituent record - must have Last Name for individual records or Organisation name for Organisation records.
  • Constituent Code - must have a Constituent Code value
  • Solicit Code - must have a Solicit Code value
  • Constituent Appeal - must have an Appeal Value
  • Constituent Credit Card - must have a Credit Card type
  • Additional Addressee and Salutations - must have either Salutation Type and Salutation Text (when editable) or 

    Type and Salutation Id (format)

  • Constituent Alias - must have both Alias Type and Key Name (or Alias)

  • Constituent Address - must have an Address Type

  • Constituent Gift declaration - must have a Start Date.


Phones (emails, links, etc) - must have both a  phone type, and a number (this includes email addresses, links and social media handles)


Gift:

  • Must have ALL three - fund, date, amount
  • Soft credits must have both a constituent and an amount
  • Benefit - must have a Benefit


Events:

  • Participant - must have both event id and name
  • Participant fee - must have gift amount (although the area settings allow you to specify that you are adding a zero amount.) and registration fee unit (the name of the registration fee?)
  • Participant Benefit - must have a benefit
  • Dinner Preferences - must have a dinner preference
  • Participant Awards - must have award


Membership

  • Benefit - must have a Benefit


Volunteer:

  • Volunteer Availability - must have from date, to date
  • Volunteer Timesheet - must have date
  • Volunteer assignments - must have job 


Relationship (Solicitor)

  • Individual - must have Last Name
  • Organisation - must have Organisation Name


Relationships (Education)

  • Education - must have School
  • Education Major - must have Major value
  • Education Minor - must have Minor value


Actions

  • must have an Action Category and Date


Prospect/Proposal

  • Prospect Ratings - must have both Category and Description
  • Prospect - Proposals - must have Proposal Name


Individual Relationship (Constituent or non-Constituent)

  • must have Last Name


Organisation Relationship (Constituent or non-Constituent) 

  • must have Org Name


Bank

  • Bank Mappings - must have Financial Institution


Bank

  • Financial Relationship Mappings - must have Financial Institution


Tribute

  • Tribute Mappings - must have Tribute Type


Fund Relationship

  • must have Fund