Import Column Definitions
Below are the column definitions for importing data into Compass-360. Some columns are required, some have a required set of values, while others allow for multiple usage.
They have been broken out into sections, depending on the type of import you are working with.
If you have any questions about importing, reach out to the help desk.
Tip: Some columns require formatting, and some will format on the way in.
Constituents
Constituents are the most common import. When importing other record types, constituents should be the first in your process. When first importing your constituent records, be sure...
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...