Data Feeds

General Rules for the Feed Files

• include a header row

• double quote all values, especially those likely to contain commas as they'll break the import

• pay particular attention to sanitizing/escaping text in first name fields and any note-style fields, as they frequently contain both delimiter and escape character content

• see sending us your data for instructions on how to send us the files once prepared and invoke the import.

volunteer-prospect

A feed of all prospects across all volunteer groups. AlumnIQ maps data from this feed into each group per defined filters.

Column Name	Description, Purpose and Rule	Sample Data
xid	REQUIRED. string.	"001234567"
xid2	string. if blank, treated as null.	""
displayname	REQUIRED. string.	"Ike Cue '99"
nickname	string. if blank, treated as null.	"Ike"
firstname	REQUIRED. string.	"Ichabod"
lastname	REQUIRED. string.	"Cue"
maidenname	string. if blank, treated as null.	""
prefclassyear	string. if blank, treated as null.	"1999"
prefschool	string. if blank, treated as null.	"College of Engineering and Applied Science"
majors	string. if blank, treated as null.	"Computer Engineering, Music"
prospecttypes	string. if blank, treated as null.	"Alumni,Parent,Trustee"
gender	string. if blank, treated as null.	""
pronouns	string. if blank, treated as null.	"He/Him/His"
street1	string. if blank, treated as null.	"123 Sesame Street"
street2	string. if blank, treated as null.	"Apartment 1B"
street3	string. if blank, treated as null.	""
city	string. if blank, treated as null.	"New York"
state	string. if blank, treated as null.	"NY"
zip	string. if blank, treated as null.	"10110"
foreigncityzip	string. if blank, treated as null.	""
nation	string. if blank, treated as null. ISO 3166-1 Three-Character Code.	"USA"
emailaddress	string. if blank, treated as null.	"[e-mail]"
preferredphonenumber	string. if blank, treated as null. Ideally without decoration - just the digits. Exception granted for work line extensions.	"6108101550"
preferredphonetype	string. if blank, treated as null.	"Work"
homephonenumber	string. if blank, treated as null.	""
mobilephonenumber	string. if blank, treated as null.	""
employer	string. if blank, treated as null.	"AlumnIQ"
title	string. if blank, treated as null.	"Data Provenance Supervisor"
occupation	string. if blank, treated as null.	"Data Scientist"
spousexid	string. if blank, treated as null.	"001234567-SP"
spousedisplayname	string. if blank, treated as null.	"Irene (Bird) Cue"
issolicitable	REQUIRED. integer. If 0, we will prohibit emailing this individual through the platform.	1
isconfidential	REQUIRED. integer. If 1, we will hide all contact information but still show the name and other data.	0
prospectmanagerxid	string. if blank, treated as null.	"456789412"
prospectmanager	string. if blank, treated as null. Full name of gift officer assigned to this prospect.	"Moneybags, Joseph A."
prospectmanageremail	string. if blank, treated as null.	"[e-mail]"
prospectmanagernote	string. if blank, treated as null. A space for a PM to share a message with all volunteers touching this classmate/contact/prospect.	"Ike has been a loyal alum for far too long to have given as little as he has. Lean hard on setting up a recurring gift - he's better at automated operations than manual ones."
isanonymousdonor	REQUIRED. integer. If 1, we will hide all giving data on the prospect's record.	0
iscfydonor	REQUIRED. integer. 1 if true, 0 if not.	1
cfygiving	REQUIRED. integer. In CENTS, not Dollars. Current fiscal year overall giving total.	50000
cfyrecurring	REQUIRED. integer. In CENTS, not Dollars. Current fiscal year recurring gift total.	0
cfyactivepledge	REQUIRED. integer. 1 means true, 0 means false. If 1, this prospect has an active/open pledge for this fiscal year.	0
ispfydonor	REQUIRED. integer. 1 if true. In CENTS, not Dollars. Is or is not a prior fiscal year donor.	1
pfygiving	REQUIRED. integer. In CENTS, not Dollars. Prior fiscal year overall giving total.	100000
pfypledgepaymentamount	REQUIRED. integer. In CENTS, not Dollars. Prior fiscal year outstanding pledge total.	0
isreuniondonor	REQUIRED. integer. 1 if true, 0 if false.	1
reuniongiving	REQUIRED. integer. In CENTS, not Dollars. Total given in reunion years (this one or all prior - your call) for this individual.	100000
householdgiving	REQUIRED. integer. In CENTS, not Dollars. Total given within prospect's household; your call whether this is all time or current fiscal year.	100000
cfysociety	string. if blank, treated as null. Current fiscal year giving society name.	"Nerd Society"
pfysociety	string. if blank, treated as null. Prior fiscal year giving society name.	"Blue Dog Society"
ask1	REQUIRED. integer. In CENTS, not Dollars. Suggested ask amount.	200000
ask2	REQUIRED. integer. In CENTS, not Dollars. Suggested ask amount.	180000
ask3	REQUIRED. integer. In CENTS, not Dollars. Suggested ask amount.	100000
askmonthly	REQUIRED. integer. In CENTS, not Dollars. Suggested ask amount for a monthly recurring gift.	20000
lastgiftdate	string. if blank, treated as null. FORMAT yyyy-mm-dd	"2019-12-31"
lastgiftamount	REQUIRED. integer. In CENTS, not Dollars. Amount of most recent gift.	50000
lastpledgedate	string. if blank, treated as null. FORMAT yyyy-mm-dd	""
lastpledgeamount	REQUIRED. integer. In CENTS, not Dollars. Amount of most recent pledge.	0
custom01	string. if blank, treated as null. Spare field for customer-variable content. Formatted however you wish for it to appear.	"Loves to drink coffee"
custom02	string. if blank, treated as null. Spare field for customer-variable content. Formatted however you wish for it to appear.	"$500 to Marching Band uniform fund during special campaign."
custom03	string. if blank, treated as null. Spare field for customer-variable content. Formatted however you wish for it to appear.	"6/21/11 got engaged on campus"
custom04	string. if blank, treated as null. Spare field for customer-variable content. Formatted however you wish for it to appear.	""
custom05	string. if blank, treated as null. Spare field for customer-variable content. Formatted however you wish for it to appear.	""

volunteer-children

A feed of related children for the prospect.

Column Name	Description, Purpose and Rule	Sample Data
xid	REQUIRED. string. Maps to prospect XID.	"001234567"
xid2	string. if blank, treated as null. Maps to prospect XID2.	""
childname	REQUIRED. string.	"Ike Jr."
class_year	string. Class of child if current or former student. if blank, treated as null.	"2008"

volunteer-degrees

A feed of related degrees (home and other) for the prospect. We will sort by degreeyear ascending, so consider that field relevant.

Column Name	Description, Purpose and Rule	Sample Data
xid	REQUIRED. string. Maps to prospect XID.	"001234567"
xid2	string. if blank, treated as null. Maps to prospect XID2.	""
institution	REQUIRED. string.	"Princeton University"
major	REQUIRED. string. Blank if unknown.	"Pharmeceutical Engineering"
degree	REQUIRED. string. Blank if unknown.	"PhD"
degreeyear	REQUIRED. string. Blank if unknown.	"2015"
isgraduatedegree	REQUIRED. integer. 1 if true, 0 if false.	1
islocal	REQUIRED. integer. 1 if this is from the 'home' institution, 0 if not.	0

volunteer-activities

A feed of activities (student and alumni-based) for the prospect.

Column Name	Description, Purpose and Rule	Sample Data
xid	REQUIRED. string. Maps to prospect XID.	"001234567"
xid2	string. if blank, treated as null. Maps to prospect XID2.	""
activityname	REQUIRED. string.	"Alumni Band"
activitynote	REQUIRED. string. Space for additional context, as determined by you.	"led the thing for a few years"
yearsparticipated	REQUIRED. integer. Number of years they've done this, not the year(s) themselves.	15
last_year_participated	REQUIRED. integer.	2017

volunteer-events

A feed of (relatively recent) event attendance for the prospect. Rule of thumb is looking back approx 5 years for "significant" events like reunions or campaign-related programming, intentionally excluding happy hours and the like.

Column Name	Description, Purpose and Rule	Sample Data
xid	REQUIRED. string. Maps to prospect XID.	"001234567"
xid2	string. if blank, treated as null. Maps to prospect XID2.	""
eventname	REQUIRED. string.	"Campaign Kickoff"
year	REQUIRED. integer. When it happened	2018