Data Feeds for the Volunteer Module
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. | “icue@alumniq.com” |
| 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. | “jam22@yourschool.edu” |
| 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 |