Income
Income records are inherently complex. These can be donations, sales, sponsorships or more. Income can also link to several other records such as an Event or a Pledge.
When importing income, the constituent and any linkage records must previously exist.
Linking income to a constituent can be done two ways. By an external key or by their first and last name. External key is the best way to ensure the income is linked to the correct constituent.
Use this income import example to get you started.
Adding Income
Adding basic income records requires a couple fields.
Income Type
Income Status
External Key or First & Last Name
Common
External Key
The external key of the constituent
Income External Key
The unique external key of this income record.
Income Type
Donation, InKind, Grant, Sale, Bequest, Lifetime, Pending, MembershipDues, BoardDues, SoftCredit, Adjustment, PayableIncome Status
Unknown, Received, Refunded, Receivable, PayableIncome Acknowledgement Status
ToBeIssued, Issued, WillNotBeIssued, CancelledIncome Acknowledgement Issued On
Date
Income Created By
String
Income Created On
Date. The date the income was created on.
Income Date
Date. The date the income was received.
Income Tax Amount
Number
Income Base Amount
Number
Income Amount
Number. The total amount of the income record. Should be the combined total of the tax & base amounts.
Payment Type
Payment records can also be created when importing income. There is an option to create the associated payment record before saving the data into Compass-360. When checked, this value will be used.
NotSet, Cash, Check, EFT, CreditCard, CreditCardSoft, DebitCard, GiftInKind, Stock, PassThru, PayrollDeduction, Alternate, Invoice, StoreCreditPayment Date
Date to be used if a payment record is created. This can be different than the income date. If no date is provided, and a payment record is created, the date of the income record will be used.
Info: There is no direct support for importing payment records. They do not serve as any reporting data and are for historical uses only.
Payment Check Date
Date on the check if a payment record is created with the type of check.
Payment Check Number
Number on the check if a payment record is created with the type of check.
Payment Credit Card Mask
Number. The last four of the credit card number if a payment record is created with the type of credit card.
Payment Credit Card Type
String. The credit card type if a payment record is created with the type of credit card. Ex: VISA.
Payment Credit Card Name
String. The card holder name.
Income Anonymous
Boolean
Income Fair Market Value
Number
Income Receiptable Amount
Number. The amount that the constituent should receive as a tax write off for this income record.
Income Batch Number
String. The deposit batch number.
Income Accounting Code
String. A predefined accounting code created in the Site Setup Module. These are the basic form of Funds & Allocations.
Income InKind Description
String. Will only be displayed if the type of the income is In-Kind.
Income Quantity
Number. Only used if the income type is Sale or In-Kind.
Income Description
String. Only used if the income type is Sale or In-Kind.
Income Dedication Type
NotSet, InHonorOf, InMemoryOf, OnBehalfOfIncome Dedication First Name
Income Dedication Last Name
Income LinkedTo Event
String. The event name this income should link to. Name must match exactly.
Income LinkedTo Campaign
String. The campaign name this income should link to. Name must match exactly.
Income LinkedTo Pledge
String. The unique external key of the pledge record.
Income Tax Receipt Number
Note
A single note for this income record. If you need more note support such as author or creation date, use the Note import type.
Tag ID
In the format of Tag 600. Add any amount of tag columns that are created in the Site Setup Module.