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.