Hello,
Is anyone familiar with the Contribution Import Process? I have read through all of the Documentation, several times, and did reach out for help, but was unable to receive it. Below is how the import is currently configured, but when I try to run it to Review it, the error that it's out of sync comes up.
Does anyone have any insight for this? Are there any glaring issues that you see? Is there something wrong with the Terminator value?
Would be very open to any help that anyone is able to offer, I've been working on this for almost 2 months now with no luck.
Thank you,
<?xml version="1.0"?><!-- Contribution Import Utility XmlFormatFile - This file is used to define which columns will be used in the file import process. --><!-- Fields can be assigned in any order and fields may be omitted provided the minimum data requirements are met to create a --><!-- new constituent record within the system. Where possible, system defaults and configuration apply to the creation. --><!-- If you wish to omit certain columns from the import format specification, it is best to comment out the element --><!-- (using comment XML tags) over removing the element entirely.--><BCPFORMAT xmlns="">schemas.microsoft.com/.../format" xmlns:xsi="">www.w3.org/.../XMLSchema-instance"><RECORD><!--FIELD ID="import_account_id" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="100" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="import_ref_no" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="100" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><FIELD ID="cust_type" xsi:type="CharTerm" TERMINATOR="\t"/> <FIELD ID="customer_no" xsi:type="CharTerm" TERMINATOR="\t"/> <!--FIELD ID="prefix" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="fname" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <!--FIELD ID="mname" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="lname" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="55" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <!--FIELD ID="suffix" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="prefix2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="fname2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="mname2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="lname2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="55" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="suffix2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="street1" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="64" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="street2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="64" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="street3" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="64" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="city" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="state" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="postal_code" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="10" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="country" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="phone1" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="32" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <!--FIELD ID="phone2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="32" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="eaddress" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="80" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="pmt_method" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/><!--FIELD ID="account_name" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="account_number" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="exp_date" xsi:type="CharTerm" TERMINATOR="\t" /--> <!--FIELD ID="check_number" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="campaign" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="fund" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="designation" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="source" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="channel" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="notes" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <FIELD ID="cont_dt" xsi:type="CharTerm" TERMINATOR="\t"/> <!--FIELD ID="billing_type" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="billing_schedule" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="30" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="billing_start_dt" xsi:type="CharTerm" TERMINATOR="\t" /--> <!--FIELD ID="billing_end_dt" xsi:type="CharTerm" TERMINATOR="\t" /--> <!--FIELD ID="num_payments" xsi:type="CharTerm" TERMINATOR="\t" /--> <!--FIELD ID="decline_ben_ind" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="10" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="memb_level" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="3" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="creditee" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="creditee_type" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="20" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><FIELD ID="custom_1" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/> <!--FIELD ID="custom_2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_3" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_4" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_5" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_6" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_7" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_8" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_9" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <!--FIELD ID="custom_0" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--> <FIELD ID="cont_amt" xsi:type="CharTerm" TERMINATOR="\t"/><FIELD ID="recd_amt" xsi:type="CharTerm" TERMINATOR="\t"/><!--FIELD ID="local_use0" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use1" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use2" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use3" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use4" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use5" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use6" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use7" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use8" xsi:type="CharTerm" TERMINATOR="\t" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--FIELD ID="local_use9" xsi:type="CharTerm" TERMINATOR="\r\n" MAX_LENGTH="255" COLLATION="SQL_Latin1_General_CP1_CI_AS"/--><!--The last line of the record node should have a TERMINATOR="\r\n" to indicate the end of the import row./--></RECORD><ROW><!-- These columns are mapped using the SOURCE attribute value, not by order.--><!-- The Source attribute value must match the "ID" attribute from the Record section above.--><!--COLUMN SOURCE="import_account_id" NAME="import_account_id" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="import_ref_no" NAME="import_ref_no" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="cust_type" NAME="cust_type" xsi:type="SQLINT"/><COLUMN SOURCE="customer_no" NAME="customer_no" xsi:type="SQLINT"/><!--COLUMN SOURCE="prefix" NAME="prefix" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="fname" NAME="fname" xsi:type="SQLVARYCHAR"/><!--COLUMN SOURCE="mname" NAME="mname" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="lname" NAME="lname" xsi:type="SQLVARYCHAR"/><!--COLUMN SOURCE="suffix" NAME="suffix" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="prefix2" NAME="prefix2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="fname2" NAME="fname2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="mname2" NAME="mname2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="lname2" NAME="lname2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="suffix2" NAME="suffix2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="street1" NAME="street1" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="street2" NAME="street2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="street3" NAME="street3" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="city" NAME="city" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="state" NAME="state" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="postal_code" NAME="postal_code" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="country" NAME="country" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="phone1" NAME="phone1" xsi:type="SQLVARYCHAR"/><!--COLUMN SOURCE="phone2" NAME="phone2" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="eaddress" NAME="eaddress" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="pmt_method" NAME="pmt_method" xsi:type="SQLVARYCHAR"/><!--COLUMN SOURCE="account_name" NAME="account_name" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="account_number" NAME="account_number" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="exp_date" NAME="exp_date" xsi:type="SQLDATETIME"/--><!--COLUMN SOURCE="check_number" NAME="check_number" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="campaign" NAME="campaign" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="fund" NAME="fund" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="designation" NAME="designation" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="source" NAME="source" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="channel" NAME="channel" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="notes" NAME="notes" xsi:type="SQLVARYCHAR"/><COLUMN SOURCE="cont_dt" NAME="cont_dt" xsi:type="SQLDATETIME"/><!--COLUMN SOURCE="billing_type" NAME="billing_type" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="billing_schedule" NAME="billing_schedule" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="billing_start_dt" NAME="billing_start_dt" xsi:type="SQLDATETIME"/--><!--COLUMN SOURCE="billing_end_dt" NAME="billing_end_dt" xsi:type="SQLDATETIME"/--><!--COLUMN SOURCE="num_payments" NAME="num_payments" xsi:type="SQLINT"/--><!--COLUMN SOURCE="decline_ben_ind" NAME="decline_ben_ind" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="memb_level" NAME="memb_level" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="creditee" NAME="creditee" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="creditee_type" NAME="creditee_type" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="custom_1" NAME="custom_1" xsi:type="SQLVARYCHAR"/><!--COLUMN SOURCE="custom_2" NAME="custom_2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_3" NAME="custom_3" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_4" NAME="custom_4" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_5" NAME="custom_5" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_6" NAME="custom_6" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_7" NAME="custom_7" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_8" NAME="custom_8" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_9" NAME="custom_9" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="custom_0" NAME="custom_0" xsi:type="SQLVARYCHAR"/--><COLUMN SOURCE="cont_amt" NAME="cont_amt" xsi:type="SQLMONEY"/><COLUMN SOURCE="recd_amt" NAME="recd_amt" xsi:type="SQLMONEY"/><!--COLUMN SOURCE="local_use0" NAME="local_use0" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use1" NAME="local_use1" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use2" NAME="local_use2" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use3" NAME="local_use3" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use4" NAME="local_use4" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use5" NAME="local_use5" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use6" NAME="local_use6" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use7" NAME="local_use7" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use8" NAME="local_use8" xsi:type="SQLVARYCHAR"/--><!--COLUMN SOURCE="local_use9" NAME="local_use9" xsi:type="SQLVARYCHAR"/--> </ROW></BCPFORMAT>
Jolene,
From a quick scan your XML looks fine.
I had a tough time with this one the first time around and found that (one of the issues that really stumped myself and TASK) in the documentation it said you could have your amounts in dollar format but it would only allow for number format.
The other thing that was problematic had to do with where you have the files saved and if the path is correct in system tables. Take a look at those things and see if that helps!
Best,
Madeline