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Sample Import File

The user import process can be extremely fast and simple especially if you have a regular import routine, such as payroll-department output of PAC donations. To make the task run as smoothly as possible, make sure your import file contains a unique ID for each individual. Normally this would be the person's employee ID.

Field Name
Width (Max)
Included on Disclosure Reports
Comments
UNIQUE_ID
11
No
Something that uniquely identifies the person, such as the employee ID
PREFIX
20
Yes
Name Prefix, such as "Mr." or "Mrs.". Not required.
FIRSTNAME
20
Yes
First Name
MIDDLENAME
20
Yes
Middle Name
LASTNAME
20
Yes
Last Name
SUFFIX
10
Yes
"Jr", "Sr", "MD" etc
ADDRESS1
34
Yes
Home address, line 1
ADDRESS2
34
Yes
Home address, line 2
CITY
20
Yes
City
STATE
2
Yes
Two-letter state abbreviation
ZIP
10
Yes
Zip code. 99999-9999 format for nine-digit zips
ITEMDATE
10
Yes
Usually this would be the pay date if it's a payroll deduction. Use a common format: YYYYMMDD or MM/DD/YYYY
AMOUNT
10
Yes
Can be a whole number or with two decimals. No commas.
EMPLOYER
40
Yes
Usually the name of the company
OCCUPATION
40
Yes
The person's occupational specialty or job title

All of the fields above, except for the unique ID, are required to properly complete public filings. No other information is necessary.

Capitalization doesn't matter. The user has the option to convert the imported file to caps-and-lower-case.

If the field names above are used and the import file is either in Comma-Separated-Values (CSV) or FoxPro (DBF) format, the import process will require almost no user input.