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| OPPS Exports |
| File Name |
Last Update |
Description |
Specification |
Template |
Sample |
| Access Export |
3/5/2009 |
The Access Export was designed for use with Access International back end pledge processing systems. Only donor records with submitted pledges (including no donation gifts) will be exported. Non respondents do not populate this export. 6/16/2007: Modified to include the Country Code. |
 Specification (414 KB)
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 Sample (14 KB)
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| Access International Export |
3/5/2009 |
A group of Organizations using Access International Enterprise created a standard format for an export file to facilitate data import into Enterprise. This format is now available under the name "Access International." Only donor records with submitted pledges (including no donation gifts) will be exported. Non respondents do not populate this export. 8/8/2007: Modified to include the Check number, Paypal codes, Custom Variables, and and increased Note size. |
Specification (642 KB) |
|
Sample (17 KB) |
| Acknowledgement Export |
3/5/2009 |
Updated Winter 2007: The Acknowledgement Export will display ALL activated acknowledgment questions displayed to the donor at the time they submitted their pledge and the answer(s) provided by the donor. New fields include Acknowledgment Labels. |
Specification (98 KB) |
|
Sample (13 KB) |
| Agency Designation Export |
3/5/2009 |
Four New fields have been added to this export to assist with Catalog Service Areas. This export is available at both the Organization and Campaign levels. It summarizes designations to a designation entity and includes the address for each of the designations. 6/16/2007: Modified to include the Country Code. |
Specification (131 KB) |
|
Sample (13 KB) |
| Andar Export |
3/5/2009 |
Updated Winter 2007: The DGNAMOUNT(1 through 8) now populate with the Dollar Amount of the associated Designation. Previously the DESNAMOUNT columns were left blank. The Andar Export was designed for use with Andar back end pledge processing systems. Only donor records that have submitted pledges (including no donation gifts) will be exported. Non respondents do not populate this export. 6/16/2007: Modified to include the Country Code |
Specification (367 KB) |
|
Sample (14 KB) |
| Campaign Survey Question Detail Export |
3/5/2009 |
This new export was created to allow a user to download the survey data. |
Specification (53 KB) |
|
Sample (13 KB) |
| Company Donation Export |
3/5/2009 |
This export was created to provide a subset of donation information for company use, mainly for a company and their payroll department. Incorporates detailed payroll information essential for a company’s payroll department. Designation information does not populate into this export. The Company Donation Exports only populates with donor records that have submitted pledges, non-respondents will not populate this export. |
Specification (181 KB) |
|
Sample (13 KB) |
| Company Donor Export |
4/8/2009 |
Company Donor Export |
Specification (262 KB) |
|
Sample (15 KB) |
| Company Level Hierarchy Export |
3/5/2009 |
July 08 releases- New fields added to end of the export to accomodate goals. Company levels can now be exported from the system. This export can be created and generated from the company reporting section of the admin site. These new exports will be helpful to review existing company level structures. |
Specification (92 KB) |
|
Sample (13 KB) |
| Coordinator Level Hierarchy Export |
3/5/2009 |
July 08 Release- Additional fields have been added to the end of the export to accomodate Goals. Coordinator levels can now be exported from the system. This export can be created and generated from the company reporting section of the admin site. These new exports will be helpful to review existing coordinator level structures. |
Specification (67 KB) |
|
Sample (13 KB) |
| Donation Add-On Export |
3/5/2009 |
If your campaign allowed add-on donations, this export will provide all associated data with those add-on donations. |
Specification (96 KB) |
|
Sample (13 KB) |
| Donation Export |
7/31/2009 |
Updated to correct typos on July 31, 2009. Additional fields have been added to the end of this export to capture the date a payment is received. 6/16/2007: Modified to include the Country Code. |
Specification (597 KB) |
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Sample (22 KB) |
| Donation Flexport |
3/5/2009 |
Donation Flexport |
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| Donor Designation Export |
10/12/2009 |
February 09 Release- Additional fields to accommodate designation level agency release flag. Additional fields have been added
to this export to accommodate
Special Instructions and Special
Recognition information supplied
by the IPE donor. |
Specification (335 KB) |
|
Sample (15 KB) |
| Donor Export |
10/15/2009 |
Removed the Date of Birth Field as a result of an enhancement rollback. |
Specification (263 KB) |
|
Sample (17 KB) |
| Donor Group Export |
3/5/2009 |
A new export has been created at the campaign level that allows for exporting Donor Group data.
6/16/2007: Modified to include the Country Code |
Specification (133 KB) |
|
Sample (13 KB) |
| Donor Leadership Export |
3/5/2009 |
Exports spouse and leadership recognition information. Includes Leadership Level Name, Preferred Recognition Name, and spouse information. 6/16/2007: Modified to include the Country Code. |
Specification (134 KB) |
|
Sample (13 KB) |
| Donor Recognition Export |
3/5/2009 |
Combined with the Flexible Recognition Programs feature, the Donor Recognition export became available in the Summer 2005 release. The export only populates with donors that have qualified and opted into a recognition program.
6/16/2007: Modified to include the Country Code. |
Specification (164 KB) |
|
Sample (14 KB) |
| FMS Export |
3/5/2009 |
FMS Export Format was designed for use with FMS pledge processing systems.
Only donor records with submitted pledges (including no donation gifts) will be exported. Non respondents do not populate this export.
|
Specification (454 KB) |
|
Sample (14 KB) |
| Functional Level Hierarchy Export |
3/5/2009 |
July 08 release- Additional fields have been added to the end of the export to accomodate goals. Functional levels can now be exported from the system. This export can be created and generated from the company reporting section of the admin site. These new exports will be helpful to review existing functional level structures. |
Specification (67 KB) |
|
Sample (13 KB) |
| HR Export |
3/5/2009 |
The HR Export was designed for use by Accounting and Company HR departments. All donors associated within a campaign, including non-respondent and no donation pledges will populate the HR export. The export contains donor pledge information, excluding billing information and stock donation details. Agency Designations do not populate the HR export.
6/16/2007: Modified to include the Country Code. |
Specification (165 KB) |
|
Sample (13 KB) |
| Invoice Export |
3/5/2009 |
NEW!! As part of the Jan 09 release a new export is now available. This export may be filtered by invoice number to download detailed invoice information. |
Specification (99 KB) |
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| National Agency Export |
3/5/2009 |
National Agency Export Specification. 6/16/2007: Modified to includ the Country Code. |
Specification (132 KB) |
|
Sample (13 KB) |
| Negative Designation Export |
9/14/2009 |
If your campaign utilized the 'negative designations' option, you will need to run the Negative Designation export to obtain those entries. Negative designations are submitted by donors as a free form text box, they do not select negative designations from a list. The information captured by this export can be critical. |
Specification (98 KB) |
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Sample (13 KB) |
| Organization Contacts Export |
3/5/2009 |
New!!
Exports Organization contacts from iGuide that align to your donors zip code. |
Specification (66 KB) |
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| Rainbow Export |
3/5/2009 |
The Rainbow export was designed for use with Rainbow pledge processing systems. Only donor records with submitted pledges (including no donation gifts) will be exported. Non respondents do not populate this export. |
Specification (452 KB) |
|
Sample (16 KB) |
| Reporting Coordinator Export |
3/5/2009 |
Reporting Coordinator Level Codes can now be exported from the system. This export can be created and generated from the campaign reporting section of the admin site. The exports include four columns: Donor ID, Reporting Coordinator Level Code, Reporting Coordinator level, and Type. |
Specification (62 KB) |
|
Sample (13 KB) |
| Special Events Export |
3/5/2009 |
6/13/2008: This new export was created to allow a user to download the special events data. |
Specification (66 KB) |
|
Sample (13 KB) |
| Stock Export |
3/5/2009 |
If your campaign utilized the Stock payment type option, you will need to run the Stock export to obtain detailed information concerning the stock donation. |
Specification (133 KB) |
|
Sample (13 KB) |
| Write In Export |
3/5/2009 |
Provides detailed information on Write In designations. Updated on 11/2/2006, field #31 renamed to WriteInEmailAddress.
6/16/2007: Modified to include the Country Code.
8/10/2007 - modified to include Int'l phone numbers. |
Specification (133 KB) |
|
Sample (13 KB) |
| |
| OPPS Imports |
| File Name |
Last Update |
Description |
Specification |
Template |
Sample |
| Agency Import |
3/5/2009 |
Updated 8/10/2007 - modified to include Int'l phone numbers. |
Specification (107 KB) |
Template (24 KB) |
|
| Company Level Import |
3/5/2009 |
July 08 Release- Additional fields have been added to the end of this import to accomodate Company Level Goals |
Specification (65 KB) |
Template (14 KB) |
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| Company Per Pay Period Import |
3/5/2009 |
Last Updated - 3/5/2009 |
Specification (62 KB) |
Template (10 KB) |
 Sample
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| Coordinator Level Import |
8/15/2009 |
July 09 Release- A new field has been added to the end of the Coordinator Level Import file and is optional. The new field, Coordinator Level Classification Code is for informational purposes at this time and will be used for future development. |
Specification (66 KB) |
Template (14 KB) |
|
| Designation Distribution Activity Import |
3/5/2009 |
The process of loading distribution detail into the online tracking tool is encapsulated in this single file import. |
Specification (92 KB) |
Template (13 KB) |
|
| Disassociate Donor Import |
3/5/2009 |
It is now possible to disassociate donors from a campaign via an import file. The import file consists of a single column, the Donor Identifier. |
Specification (59 KB) |
Template (13 KB) |
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| Donation Add-On Import |
3/5/2009 |
New July 08 Release!- Import Donation Add-On donations to existing payroll donations |
Specification (38 KB) |
Template (13 KB) |
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| Donation Delete Import |
3/5/2009 |
It is now possible to delete donations from a campaign via an import file. The import file consists of a two columns, the Donor Identifier and the Donation Transaction Number. |
Specification (60 KB) |
Template (13 KB) |
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| Donation History - New for Summer 2005 |
3/5/2009 |
A simple file import allows you to load as much donation history for each donor as you may have. When Donation History has been loaded for an individual donor, a new link 'Giving History' automatically displays to that donor in the navigation tree. When the donation history is displayed to the donor, the system will automatically display the gifts in chronological order with the most recent gift first. |
Specification (62 KB) |
Template (10 KB) |
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| Donation Import |
6/18/2009 |
February 09 Release: A new
column has been added to the donation import enabling the donation to be flagged as confirmed or unconfirmed.
In addition, a new column Designation Amount Type has been added for each designation, enabling you to specify dollar or percentage for the designation. |
Specification (600 KB) |
Template (33 KB) |
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| Donor Group Import |
3/5/2009 |
6/16/2007: Modified to include the Country Code.
8/10/2007: Modified to include Int'l Phone Numbers |
Specification (124 KB) |
Template (26 KB) |
|
| Donor Identifier Update Records Import |
3/5/2009 |
New July 08 Release!
Allows for updates to multiple donor IDs through an import. |
Specification (59 KB) |
Template (13 KB) |
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| Donor Import |
8/19/2009 |
Updated Field #30. Modified to remove the Date of Birth Field |
Specification (216 KB) |
Template (28 KB) |
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| Entity ID to Account Code Mapping Import |
3/5/2009 |
New- Map OPPS Agency and WriteIn Designations to a Standard Account Code |
Specification (67 KB) |
Template (13 KB) |
|
| Functional Level Import |
3/5/2009 |
July 08 Release- Additional fields have been added to this import to accomodate Functional Level Goals |
Specification (65 KB) |
Template (14 KB) |
|
| Territory Import |
3/5/2009 |
Last Updated - Spring 2006: Additional field add for Territory Name |
Specification (60 KB) |
Template (14 KB) |
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| User Association Import |
3/5/2009 |
This campaign level import allows you to associate users to multiple donor groups and/or websites at one time. This import was designed to streamline the configuration of administrative accounts for our campaigns. The file format for this import is three columns: username, donor group name, and website name. Note that the user must be associated with your campaign for this import to work properly. |
Specification (61 KB) |
Template (13 KB) |
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| User Upload |
3/5/2009 |
Two new fields were added to the User Upload file during the Mid Summer 2005 release.
Field # 11: Donor Group Name: Allows you to associate the new user to an existing donor group. The donor group must be associated to the Campaign that is specified in your upload file
Field # 12: Website Name: Allows you to associate the new user to an existing website. The Website must be associated to the campaign that is specified in your upload file.
|
Specification (94 KB) |
Template (14 KB) |
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| |
| Other |
| File Name |
Last Update |
Description |
Specification |
Template |
Sample |
| 2007 Security Certificate |
7/18/2008 |
2007 Security Certificate from CyberTrust |
Specification (46 KB) |
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| 2009 Security Certificate |
6/18/2009 |
Truist 2009 SiteSecure Certificate Letter |
Specification (353 KB) |
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| CM Terms |
5/10/2007 |
CM Terms |
 Specification (39 KB)
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| Configuration Timeline |
5/10/2007 |
Configuration Timeline |
Specification (38 KB) |
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| Country Codes |
6/18/2007 |
Here is a list of all country code abbreviations to be used in OPPS import files and referenced for reports and exports. |
Specification (36 KB) |
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| Dynamic Variable Matrix |
8/23/2005 |
A portion of the Website content is designed to be dynamic and personalized to each donor. The system accomplishes this personalization through the use of variables. Within the content, any use of these variables will be replaced with the actual value specific to the donor. |
Specification (69 KB) |
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| Internet Merchant User Guide |
9/12/2008 |
Includes all the information you need to initiate and use Cybersource to process your Credit Card, Debit Card and eCheck donations in real time |
Specification (415 KB) |
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| Matching Gift Donation Import |
5/18/2009 |
Matching Gift Donation Import |
Specification (125 KB) |
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| Q2_2007_Scoop |
7/30/2007 |
Quarter 2, 2007 Scoop |
Specification (4520 KB) |
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| Security FAQ |
9/23/2008 |
Security FAQ |
Specification (83 KB) |
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| SSO Encryption Settings |
8/28/2008 |
SSO Encryption Settings |
Specification (28 KB) |
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| SSO SAML Intergration |
8/28/2008 |
SSO SAML Intergration |
Specification (49 KB) |
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| SSOSDK |
8/28/2008 |
SSO SAML Intergration |
 Specification (14 KB)
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| Triple DES Pad |
8/28/2008 |
SSO SAML Intergration |
Specification (7 KB) |
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| United eWay getting started guide |
5/3/2007 |
Corp Admin |
Specification (201 KB) |
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| QPPI Imports |
| File Name |
Last Update |
Description |
Specification |
Template |
Sample |
| Cash Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected.
|
Specification (226 KB) |
Template (23 KB) |
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| Check Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (226 KB) |
Template (23 KB) |
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| Credit Card Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (255 KB) |
Template (33 KB) |
|
| Debit Card Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (255 KB) |
Template (33 KB) |
|
| Direct Bill Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (226 KB) |
Template (33 KB) |
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| Electronic Check Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (256 KB) |
Template (33 KB) |
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| No Donation Gift Type Batch Donation Import |
3/5/2009 |
Once a batch is created you can upload donation data directly into the batch. Electronic donation data files are created for each of the nine gift types. |
Specification (60 KB) |
Template (10 KB) |
|
| Payroll Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (253 KB) |
Template (32 KB) |
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| Stock Gift Type Batch Donation Import |
6/20/2009 |
May 09 Release - QPPI gift imports have been modified to include the donor's home email address. The new field is at the end of the QPPI import file allowing for exisiting qppi import files to still be usable.
If the qppi import is populated with the donor's home email address, the donor record will be updated with that value upon processing of the batch.
If the qppi import is not populated with the donor's home email address, the donor record will not be affected. |
Specification (256 KB) |
Template (32 KB) |
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