1- Do not delete, move or rename columns.
2- Required fields are: First Name, Last Name, City, State/Province and Country. The more information you have the better your results will be, such as mailing address, spouse name, job title, employer, etc., (When the First Name is an initial, the Middle Name must be a full name and not contain an initial.)
3- For the RFM score, please add the last gift date (mm/dd/year or mm/dd/yr) total gift count, and total gift amount (10.00)
4- For planned giving, please provide the age not their birth date.
5- For any additional information you would like to include in your file for internal purposes, please place these at the end of the spreadsheet. (not used in matching only for sorting purposes in screening files only)
6- Save the file in CSV format.
You can find a copy of the template attached to this article.