The fields mentioned in the error message have to be included in the Export Definition in the default location and with the correct alias (first “Constituent Marketing Information” node). 

Step 1: Ensure the appropriate fields show in your Export Definition
  1. Go to Marketing and Communications > Appeal Mailings or Acknowledgements.  
  • In Acknowledgements, click on the letter you are working on, then click Edit.  
  • In Appeal Mailings, click on your appeal mailing. Click on the Letters tab, click on the letter, and click Edit.
  1. Scroll down to the section labeled Select recipient information to use to personalize your letter.  Next to merge fields click Edit.
  2. Verify that the field System record ID (CONSTITUENTID) exists in the first Constituent Marketing Information node under Selected Fields on the right hand side.
    1. If not, then add the field “Constituent record” to the first “Constituent Marketing Information” node.  It must be added to the original node, not a duplicate node (i.e. Constituent Marketing Information 1)
    2. Right-click the field, highlight “Change Column Header”, and enter “CONSTITUENTID” in the text box.
  3. Repeat the same steps for “Email address (Email address)” (must be aliased as “Email address”)
  4. Repeat the same steps for “Finder number (Finder number)” in the root node ("Direct Marketing Effort Export”). Field must be aliased as “Finder number”.​​
  5. Further, if there are any fields listed in the Error message not covered here, repeat these steps for the additional fields needed.
  6. If Smart Fields are added to your merge fields change the column header  from Value using the pencil icon so that each Smart Field value has a unique name.
  7. Click Save and Close.
  8. Click Next, Next, Finish and Close.
Step 2: Ensure there are no fields in the Export Definition that have the same name
You may run into an issue if there are two fields that say 'amount' even if those fields are under different sections in the merge field output. For example: If you are looking to include the amount paid for a membership when purchased via a back office payment and through a sales order, each Amount filed will need to be uniquely named. If you leave them both as just 'amount' you will receive the error message. In the example below, we uniquely named each amount field and the export definition will now save.
User-added image 
  1. Go to Marketing and Communications > Appeal Mailings or Acknowledgements.  
  • In Acknowledgements, click on the letter you are working on, then click Edit.  
  • In Appeal Mailings, click on your appeal mailing. Click on the Letters tab, click on the letter, and click Edit.
  1. Scroll down to the section labeled Select recipient information to use to personalize your letter.  Next to merge fields click Edit.
  2. Click the first field that shows multiple times in Selected fields. Use the Pencil to uniquely name this field
  3. Continue to edit the name of each duplicate field until each field has a unique name
  4. Save and Close