Giving Levels Import

Overview

The purpose of this import process is to accomplish the following:

• • update fields on the Contact / Organization records with Giving Level data from Advance

  • Create / Update Giving Level child records (associated to Contact or Organization) with data from Advance

  • Ensure each Contact or Organization will have at most one Giving Level record per fiscal year

Import Process

• 1. ARD user creates two files of Giving Levels information and places in the following directory: \\files.business.utah.edu\Secured\FTP\ExtRel\Giving Levels

     • File Name:

       • ContactGivingLevels.csv

       • OrganizationGivingLevels.csv

     • Each file needs to have the columns as described in the Field Mapping section below (samples attached)

     • NOTE: there are required transformations to create the Key and Founder's Circle file columns (described below).

  2. An automated process runs every Wednesday at 2:00 AM and attempts to perform the following imports (additional details below)

     • Contact Object Update

     • Giving Levels Object Insert / Update associated with Contacts

     • Organization Object Update

     • Giving Levels Object Insert / Update associated with Organization

Field Mapping

File 1: ContactGivingLevels.csv

Contact Object Update

Attempts to update the fields on the Contact by matching on the Contact External ID field. If no matching record is found in Salesforce, the row in the CSV is skipped and no record is created or updated.

Giving Levels Object Insert / Update

Attempts to update the fields on the Giving Levels record by matching on the Key field. If no matching record is found in Salesforce, then a record will be created and associated with a Contact via the contact's Contact External ID field. If no matching parent contact record is found in Salesforce, the row in the CSV is skipped and no Giving Levels record is created or updated.

File 2: OrganizationGivingLevels.csv

Organization Object Update

Attempts to update the fields on the Organization by matching on the External Account ID field. If no matching record is found in Salesforce, the row in the CSV is skipped and no record is created or updated.

Giving Levels Object Insert / Update

Attempts to update the fields on the Giving Levels record by matching on the Key field. If no matching record is found in Salesforce, then a record will be created and associated with an Organization via the organization's External Account ID field. If no matching parent contact record is found in Salesforce, the row in the CSV is skipped and no Giving Levels record is created or updated.

Salesforce Admin Resources

DemandTools Mapping file location: \\files.business.utah.edu\Secured\import_scripts\Giving Levels\Mapping Documents

• • 01 - Giving Level UPSERT Giving Level on parent Contact.MExml

    • Matches on Giving_Levels__c.Key__c and attempts relationship via Contact__r.Contact_External_ID__c

    • Will NOT create Giving_Levels__c records if parent record is not found by Foreign Key External ID

  • 02 - Giving Level UPDATE Contact.MExml

    • Matches on Contact.Contact_External_ID__c

    • Will NOT create Account record if a record is not found by the Foreign Key External ID

  • 03 - Giving Level UPSERT Giving Level on parent Account.MExml

    • Matches on Giving_Levels__c.Key__c and attempts relationship via Account.External_Account_ID__c

    • Will NOT create Giving_Levels__c records if parent record is not found by Foreign Key External ID

  • 04 - Giving Level UPDATE Account.MExml

    • Matches on Account.External_Account_ID__c

    • Will NOT create Account record if a record is not found by the Foreign Key External ID

JobBuilder file location: \\files.business.utah.edu\Secured\import_scripts\Giving Levels