Create a .csv, .txt or Excel file that contains the following fields:

Required fields:
  • Record ID
  • First Name
  • Last Name
  • Suffix
  • Home Address 1
  • Home Address 2
  • Home City
  • Home State
  • Home Zip Code

Suggested fields:
  • Phone
  • Business Name
  • Business Title
  • Business Address 1
  • Business Address 2
  • Business Address 3
  • Business City
  • Business State
  • Business Zip Code
  • Spouse Import ID
  • Spouse Title
  • Spouse First Name
  • Spouse Middle Name
  • Spouse Last Name
Not required but additional fields to include:
  • Age
  • Gender
  • Marital Status
  • School
  • Class Year
  • Major
  • Degree
  • School 2
  • Class Year 2
  • Major 2
  • Degree 2
  • School 3
  • Class Year 3
  • Major 3
  • Degree 3
  • Constituent Code (up to 5)
  • Event Participation
  • Volunteer
  • Spouse Suffix
  • First Gift Amount
  • First Gift Date
  • Last Gift Amount
  • Last Gift Date
  • Largest Gift Amount
  • Largest Gift Date
  • Total Giving
  • Total Number of Gifts
Please note - Required data fields affect WealthPoint data. The suggested and additional fields may be useful when conducting the prospect research in the ResearchPoint database.