The complete list of Karani fields available at the mapping step of each
importer. Required fields are marked *.
| Karani field |
Notes |
| Contact Organization ID |
The matching key. Map this. |
| Is Organization? |
Y / N |
| Title |
Mr., Mrs., Dr. |
| First Name |
|
| Middle Name |
|
| Last Name |
For organisations, put the whole name here |
| Suffix |
Jr., PhD |
| Spouse Title |
|
| Spouse First Name |
|
| Spouse Middle Name |
|
| Spouse Last Name |
|
| Spouse Suffix |
|
| Address |
|
| Address Label |
Home, Work |
| City |
|
| State |
|
| Postal Code |
|
| Country |
Requires international fields on — see Preferences |
| Is Anonymous? |
Y / N |
| Greeting |
“Jim and Barb” |
| Add to Contact Notes |
Several columns can map here and are combined |
| Status |
Contact, Donor, Prospect, Archive, Lapsed Donor |
| Birthday |
YYYY-MM-DD |
| Spouse Birthday |
YYYY-MM-DD |
| Anniversary |
YYYY-MM-DD |
| Annual Giving Potential |
Feeds Prospective Giving |
| Priority |
Prospect rating |
| Priority Sort |
|
| Karani field |
Notes |
| Gift Amount * |
Required |
| Gift Date * |
Required. YYYY-MM-DD |
| Gift Organization ID |
The gift’s own ID. Prevents duplicate re-imports |
| Gift Type |
See Gift types |
| Contact Organization ID |
How the gift finds its donor |
| Contact Full Name (first last) |
Fallback name matching |
| Contact Full Name (last, first) |
Fallback name matching |
| Contact First Name |
|
| Contact Last Name |
|
| Karani field |
Notes |
| Amount * |
Required. Per gift, not per year |
| Frequency * |
Required. Weekly, Monthly, Quarterly, Annual |
| Contact Organization ID * |
Required |
| Start Date * |
Required. YYYY-MM-DD |
| End Date |
YYYY-MM-DD. Blank for open-ended |
| Is “One-Time”? |
Y / N |
| Karani field |
Notes |
| Contact Organization ID * |
Required |
| Type * |
Required. note, ask, thank you, email, facebook, mail, text, call, voicemail, meeting, service |
| Title |
|
| Notes |
|
| Interaction Date |
|
| Is Task? |
Y / N |
| Date Due (Tasks) |
|
| Is Completed? (Tasks) |
|
| Karani field |
Notes |
| Expense Date * |
Required |
| Expense Category * |
Required. Must match an existing category |
| Expense Amount * |
Required |
| Expense Type * |
Required. expense or income |
| Expense Notes |
|
Only Add to Contact Notes meaningfully accepts several source columns — the
values are combined. Use it for source fields Karani has no equivalent for
rather than discarding them.
For every other field, one column maps to one field.