Map downloadable CSV donor data columns to Line Items (All) report

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Map downloadable CSV donor data columns to Line Items (All) report

Before you get started

Walkthrough

Before you get started

Walkthrough

Before you get started

Walkthrough

Become familiar with the updated column headers and additional new data in the Line Items (All) on-screen report and downloadable CSV.

Before You Get Started

This article is ONLY for member nonprofits with access to the “Line Items (All)” donor data reporting tools, currently in beta. If this does not apply to you, learn how to download current donor data from the Nonprofit Admin Portal. If you are interested in gaining early access to the beta, please state as much in an email to beta@givelively.org and include the name of your nonprofit.

Video Overview

Walkthrough

This article is designed to help Give Lively member nonprofits become familiar with the updated column headers and additional new data in the “Line Items (All)” on-screen report and downloadable CSV now in beta in the Reports Portal.

It maps the column headers from the until-now usual donor data CSV format (downloadable through the Nonprofit Admin Portal) to the column headers in a new, expanded, restructured, comprehensive CSV file that can be downloaded from the Reports Portal.

The goal is to help smooth the transition to the new “Line Items (All)” report, including making updates to third-party systems using this data, in advance of discontinuing the old by February 2024.

To learn more about the new donor data reporting tools and the transition to them, read about:

the introduction of the new “Line Items (All)” report
how there's plenty of time to adjust
navigating the new donor data reporting tools in the Nonprofit Admin Portal.

CSV column mapping chart

This chart only shows how column headers from the until-now usual donor data CSV map to the new "Line Items (All)" CSV. It does not include any of the new columns in the new expanded, restructured, comprehensive CSV.

Columns in "usual" CSV	Columns in Line Items (All) CSV
donation_date	Order Date
donor_first_name	First Name
donor_last_name	Last Name
donor_email_address	Email
donation_amount	Gross Amount
transaction_fee_covered_by_donor	Covered Transaction Fee Amount
amount_refunded	Total Refunded Amount
donor_frequency	Frequency
private	Anonymous to Public
dedication_name	Dedication Name
dedication_type	Dedication Type
status	Payment Status
payment_method	Payment Method
payment_platform_charge_id	Payment Platform Charge Id
id	Give Lively Charge Id
donor_mailing_address	Donor Mailing Address
donor_mailing_street_1	Donor Mailing Street (line 1)
donor_mailing_street_2	Donor Mailing Street (line 2)
donor_mailing_city	Donor Mailing City
donor_mailing_state	Donor Mailing State
donor_mailing_zip_code	Donor Mailing Zip Code
donor_billing_country	Donor Billing Country
donor_phone_number	Donor Phone Number
internal_name	Internal Name
page_name	Page Name
page_type	Page Type
page_url	Page URL
page_slug	Page Slug
referrer_url	Referrer URL
utm_source	UTM Source
text_code_used	Text Code Used
team_name	Team Name
widget_type	Widget Type
widget_url	Widget URL
sf_opportunity_id	Sf Opportunity Id
double_the_donation_submission	Double the Donation Submission