XML Import File Format

The following is the format for XML files when used to import data to @EASE.

The field names and sequence must be retained if the import is to work.  All fields are required.

The City value is a required field.  It may not have any validity but currently it is required and cannot be blank.

The sequence is as follows:

- <Data>
- <Donor> Start Donor
<FundraisingNumber/> Only used when existing data is exported and re-imported
<PrivateSalutation>Mr.</PrivateSalutation> See Salutation table entries for compatibility
<PrivateFirstName>Kate</PrivateFirstName> 25 chars
<PrivateMiddleName>S</PrivateMiddleName> 25 chars
<PrivateLastName>George</PrivateLastName> 25 chars
<CompanyName/> 50 chars
<CompanyContactSalutation/> See Salutation table entries for compatibility
<CompanyContactFirstName/> 25 chars
<CompanyContactLastName/> 25 chars
<CompanyContactTitle/> 40 chars
<LinkField>Test Link Field</LinkField> 50 chars
<AddressType>PRIME</AddressType> PRIME for all new imports
<OptionalInfo>Opt Info</OptionalInfo> 50 chars
<ApartmentOrSuiteNumber>Test</ApartmentOrSuiteNumber> 10 chars
<BuildingNumber>Test</BuildingNumber> 10 chars
<BuildingName>Test</BuildingName> 40 chars
<StreetName>Test</StreetName> 40 chars
<POBox> PO Box 1234</POBox> 50 chars
<City> Edmonton</City> 30 chars
<Country> Canada</Country> 20 chars
<ProvinceOrState>AB</ProvinceOrState> 15 chars
<PostalOrZipCode>T4S 2A4</PostalOrZipCode> 10 chars  for US include – character for 9 character zip  For Canadian include space between first 3 and last 3 characters
<PhoneType>Home</PhoneType> 10 chars … should be the same as Phone Type table
<AreaCode>780</AreaCode> 3 chars
<PhoneNumber>9999999</PhoneNumber> Can be 10 chars … ie 7805559000
<Extension/> 6 chars
<EmailType>EASEMAIL</EmailType> 10 chars … should be the same as the Email Type table
<EmailAddress>xyz@hotmail.com</EmailAddress> 100 chars
<Charitable>Yes</Charitable> Yes or No
<CampaignDesc>Radiothon</CampaignDesc> Text value requires a global assign to @EASE Campaigns
<Amount>25</Amount> Numeric characters no $ or , formatting
<PaymentMethod>Visa</PaymentMethod> Must be the same as Payment Method Table values
<ReceiptDate>2009-02-18</ReceiptDate> Date field
<ReceiptNumber>10001111</ReceiptNumber> Numeric 11 numbers
<BreakoutDesc>Radiothon</BreakoutDesc> Text field requires a global assign or defaults to the campaign value
<AcquiredByName>John Henry</AcquiredByName> Text
<AcquiredByID/> If not entered this can be assigned to based on the Acquired By Name. The number needs to exist as a fundraising number in @EASE and can be private or corporate.
<TicketNumber>0</TicketNumber> Numeric 5 numbers
<MailingList>Test Mailing List</MailingList> 50 chars
<ReceiptMessage>Test Receipt Notes</ReceiptMessage> 255 chars
<IsPledge>No</IsPledge> Yes or No
<PledgeCount>0</PledgeCount> 1 – 99
<PledgeInterval>0</PledgeInterval> Value must match Pledge Interval values found on the Pledge master record
<PledgeStartDate>0</PledgeStartDate> Date
<NameOnCard>Sharron Batsch</NameOnCard> 100 chars
<ExpiryDate>04/09</ExpiryDate> Mmyy 4 chars
<AccountNumber>4535212345564767576</AccountNumber> Account number validated by web input screen
<DonorQuality>0</DonorQuality> Text field requires a global assign for private and corporate records
<ContactQuality>0</ContactQuality> Text field requires a global assign for contacts
</Donor> End Donor