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CSV Format for Schedule A Contributions

Each item in this list below needs to be a header exactly as written.

committeename
committeecode
contacttype
contactfirstname
contactmiddleinitial
contactlastname
contactrelationship
contactname
trustee
trustor
trustaffirmationreceived
contactaddress1
contactaddress2 (this column is optional)
contactcity
contactstate
contactzip
contactprimaryphone
contactsecondaryphone (this column is optional)
contactemail
date
amount
checknumber
fundraiser
candidatesfunds
interest
unitemized
reverse
explanation

* click here for an example of structure and data excel

You may use this as a template, but remove the left column before using.

Each contribution is made up of several elements and each contribution must have the required elements.  The example spreadsheet above gives an example of correct headers and may be used as a template.  In addition, it provides a working example for each type of contribution with the required elements provided.  The section below outlines each header (element) and whether or not it is required and when it needs a value. 

NOTE: UN-ITEMIZED CONTRIBUTIONS ARE NOT SUPPORTED. YOU MUST UPLOAD AS INDIVIDUALS WITH INFORMATION REQUIRED. 

*ONCE IMPORTED AND SAVED, YOU CAN THEN CHECK UNITEMIZED FOR EACH TRANSACTION IF DESIRED.

committeename

Required Column -*Optional Value - Full Committee name of the contributing committee.
(See IECDB Web site for current committee names listing: http://www.iowa.gov/ethics/lists/index.htm)

Use only if type of contributor is another registered committee. 

committeecode

Required Column -*Optional Value - Committee code of the contributing committee.
(See IECDB Web site for current committee code listing: http://www.iowa.gov/ethics/lists/index.htm)

Use only if type of contributor is another registered committee

contacttype

Required Column - Required Value - Name of the type of contributor.
(See contact types list below.)

contactfirstname

Required Column -*Optional Value - First name of the contributor.

required if type of contributor is an individual

contactmiddleinitial

Required Column-*Optional Value - Middle single character initial of the contributor.

contactlastname

Required Column -*Optional Value - Last name of the contributor.

required if type of contributor is an individual

contactrelationship

Required Column- Required Value - Two digit Relationship type code of contributor to candidate.  Format should be in text so that there are always two digits.
(See relationship type list below.)

contactname

Required Column- *Optional Value - Name of the contributor if type other than Individual or Committee.

Use only if type of contributor is not Individual or Committee

trustee

Required Column-*Optional Value - Name of trustee.

required if type of contributor is trust

trustor

Required Column -*Optional Value - Name of trustor.

required if type of contributor is trust

trustaffirmationreceived

Required Column - *Optional Value - Use a Y for Yes or a N for No as the value.

is needed if type of contributor is trust

contactaddress1

Required Column - Required Value - Mailing address of contributor.

required on all

contactcity

Required Column - Required Value - City name of contributor’s residence.

required on all

contactstate

Required Column -Required Value - State of residence of the contributor. Must be state abbreviation code Example= IA or NE

required on all

contactzip

Required Column- Required Value - Zip code of the residence of the contributor. Can be 5 digit zip or a 9 digit zip separated with a - Example= 50156 or 50156-1478

required on all

contactprimaryphone

Required Column-Optional Value-

optional on all

contactsecondaryphone

Optional Column-Optional Value

both column and value are optional on all

contactemail

Required Column-Optional Value- Full valid email address. Example: ContactName@aol.com

optional on all

date

Required Column -Required Value - Must be entered in following format MM/DD/YYYY

required on all

amount

Required Column - Required Value - Do not use any characters other than a decimal. This should not be in currency format.

do not use $ or other characters

checknumber

Required Column-* Optional Value

required if contributor is another committee

fundraiser

Required Column - Required Value - Use a Y for Yes or a N for No as the value.

required on all

candidatesfunds

Required Column -Required Value - Use a Y for Yes or a N for No as the value.

required on all

interest

Required Column -Required Value - Use a Y for Yes or a N for No as the value.

required on all

unitemized

Required Column -Required Value - Use a Y for Yes or a N for No as the value.

required on all

reverse

Required Column -Required Value -Indicates if the amount of this transaction should be subtracted from the ScheduleA total. This will be a negative amount transaction. Use a Y for Yes or a N for No as the value.

required on all

explanation

Required Column - Optional Value - Value should be the description of the transaction. Free form text can have any data as value.

explanation is not required but may be needed to clafiy certain items

* NOTE:Some optional values are only optional when certain other optional tags have value. Also, some required values may only be required when other optional tags are used.

Contact Types List

Individual (use for person only)
Organization (use for committees with ID number or other entities)
Trust (use this if contribution is from a trust and fill out required trustee/trustor information)
Misc (use this for un-itemized contributions)

Relationship Type Codes and Descriptions

01 None
02 Spouse
03 Child
04 Parent
05 Brother
06 Sister
07 Half-brother
08 Half-sister
09 Grandchild
10 Grandparent
11 Uncle
12 Aunt
13 Nephew
14 Niece
15 Great-grandparent
16 Great-grandchild
17 Stepchild
18 Stepmother
19 Stepfather
20 Mother-in-law
21 Father-in-law
22 Stepbrother
23 Stepsister
24 Brother-in-law
25 Sister-in-law
26 Stepgrandchild
27 Stepgrandparent
28 Stepuncle
29 Stepaunt
30 Stepnephew
31 Stepniece
32 Stepgreat-grandparent
33 Stepgreat-grandchild
34 Self
35 Father
36 Mother