The Payments template is used to import Payment History for your Contacts. You can either use the Vega Contact ID, ScoperID or First name, last name and email address to identify the Contact to add the payment history to.
If you are starting a new import then you will need to download the spreadsheet template and populate it with your data.
| Template FieldName | Field Type (Length) | Notes |
| ID | nvarchar(15) | This is used, where provided, to match to the correct Contact in Vega using their Vega ID. |
| ScoperID | nvarchar(20) | This is used, where provided, to match to the correct Contact in Vega using their Org ID. |
| First Name | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| Last Name | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| Email Address | nvarchar(150) | This is used, where provided, to match to the correct Contact in Vega using the Contacts First Name, Last Name and Email Address. |
| BatchCode | nvarchar(150) |
This is a required field. This will be the batch the payment is recorded in, it can be a current batch to add the payment to or a new one to create. |
| PaymentDate | datetime |
This is a required field. The date the payment was processed in the date format dd-mmm-yyyy, for example, 10-OCT-2016. |
| Amount | money |
This is a required field. The amount of the payment. |
| CampaignAction | nvarchar(150) |
This is a required field. The name of the Campaign Action that the payment should be coded to. This can be set to a current campaign action matching the header below or a new one, which will be added in Engage. |
| Campaign | nvarchar(150) |
This is a required field. The name of the Campaign Header that the payment should be coded to. This can be set to a current campaign header with matching action above or a new one, which will be added in Engage. |
| Category | nvarchar(150) |
This is a required field. The name of the Category/ GL Code that the payment should be coded to. This can be set to a current GL Code or a new one which will be created. |
| PaymentType | nvarchar(50) |
This is a required field. This must be one of the valid Pay Types configured in Vega, such as Cash, Cheque etc. |
| Bank | nvarchar(50) | For cheque and bank deposits optionally enter the Bank code for the payment. |
| Branch | nvarchar(50) | For cheque and bank deposits optionally enter the Branch code for the payment. |
| Account | nvarchar(50) | For cheque and bank deposits optionally enter the Account code for the payment. |
| AccountName | nvarchar(50) | For cheque and bank deposits optionally enter the account name. |
| ReceiptNo | nvarchar(50) | An external Receipt number for the payment can be entered here. If left blank the payment will have a Vega receipt number generated for it. |
| ReceiptDate | datetime | Receipt date of payment. Defaults to payment date if empty. |
| Status | nvarchar(50) | tatus of payment. Options are Payment Successful, Posted, Payment Declined, Payment Cancelled. Will be processed as Payment Successful if left blank. |
| PayDetails | nvarchar(500) | Notes on the payment to be recorded on payment form under Pay Details |
| GiftFromFirstName | nvarchar(150) | For Membership payments, optionally enter the first name of the Contact who gifted the membership. |
| GiftFromLastName | nvarchar(150) | For Membership payments, optionally enter the last name of the Contact who gifted the membership. |
| GiftFromEmailAddress | nvarchar(150) | For Membership payments, optionally enter the email address of the Contact who gifted the membership. |
| Particulars | nvarchar(50) | Particulars for the payment. |
| Reference | nvarchar(50) | Reference for the payment. |
| Code | nvarchar(50) | Code for the payment. |
| PledgeAmount | money | If payment is a pledge then how much was the initial pledge. |
| RecurrenceReference | nvarchar(50) |
When a payment should be associated with a recurrence, enter the reference of the recurring payment here. |
| Alert Note | nvarchar |
Detail entered here will be recorded as the Alert on the contact. |
| Attribute Group 1 | nvarchar |
Group of a new attribute to be added to the contact. |
| Attribute Type 1 | nvarchar |
Type of a new attribute to be added to the contact. |
| Attribute 1 | nvarchar |
Name of a new attribute to be added to the contact. |
| Attribute Value 1 | nvarchar |
Value of a new attribute to be added to the contact. |
| Attribute Group 2 | nvarchar |
Group of a second new attribute to be added to the contact. |
| Attribute Type 2 | nvarchar |
Type of a second new attribute to be added to the contact. |
| Attribute 2 | nvarchar |
Name of a second new attribute to be added to the contact. |
| Attribute Value 2 | nvarchar |
Value of a second new attribute to be added to the contact. |
| Document Name | nvarchar |
Name of the document to be used as the receipt for the payment. |
| Email Receipt | True/ False |
True will set the payment as Send by Email, False will set the payment as Send by PDF. If left blank the send by will default to Email if an email is supplied, PDF if not. |
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