An account ID should be included with each record in both files. This is the mechanism for linking the information.

Send a flat file that is either fixed-length or comma-separated (.txt or .csv files).
Use a 4-digit year format for all data fields (11/29/1999).

Files should be named as follows: <SiteID>_<Sitename>_<FileType>.txt
20984_CenterForExcellence_Bio.txt
20984_YWCAofWashington_Gifts.txt

Please send layouts for both your account-related and transaction history files. If your file includes field labels that are non-descriptive (e.g. “attribute1”), provide definitions for the field names.

Please provide definitions for codes, especially source codes. If applicable, please also provide translations for values in a particular field (e.g. an “N” in the “mail code” field = not solicitable).

If you are unsure about whether Target Analysis will need a particular field, please include it anyway. It is easier for us to ignore a field than for you to create and send another file if we are missing a field containing important data.

If you have any questions, please contact ftpsupport@blackbaud.com.


File 1: Account-Related Data
The account-related file should contain ALL donors on your system. You may also choose to include prospects and other non-donor populations. Transfer all account-related information in ONE file, with as many of the following fields for which you have data.

FIELD NAME

COMMENTS

Account ID

Unique ID for each person or organization

Prefix

 

First Name

 

Middle Name

 

Last Name

 

OrgName

If record is an Organization or Foundation

Suffix

 

Date of Birth

format: 12/31/1999

Age

 

Gender

 

Marital Status

 

No Valid Address

 

Requests No Email

 

Inactive

 

Deceased

 

Deceased Date

 
  

Household Record ID

For systems that have household records

Household Full Name

For systems that have household records

  

Spouse Record ID

 

Spouse Prefix

 

Spouse First Name

 

Spouse Middle Name

 

Spouse Last Name

 

Spouse Suffix

 

Spouse has No Valid Address

 

Spouse Requests No Email

 

Spouse is Inactive

 

Spouse is Deceased

 

Spouse Is Constituent