Item Data Requirements

Items.csv contains donations and activity finance information required for payments to be deposited into the correct bank accounts and allocated to the right ledger.

 

Field Name

Comments

Data Type

Mandatory

code

Unique identifier for the item.

Unique Unsigned Integer (16)

Y

name

Human readable label for the payable item

String(256)

Y

description

Description of the item to pay

String(256)

N

receipt description

 

This description will appear on the receipt, often used for donations with DGR status for a personalised message.

 

String(256)

N

general_ledger

GLCode as defined in SMS

 

NOTE: Mandatory for Activities

String(32)

N

sub_general_ledger

 

Sub GLCode as defined in SMS

String(32)

N

type

Type is used to display group items together in Xplor.

 

For Donations

type  = donation_fund

 

For Activities

type = activities

 

NOTE: If a item is a donation, the system requires this type to be “donation_fund” to pick it up. 

String(16)

Y

credit_card_id

This is used by Xplor to determine the right bank account an invoice should be paid into if it is a credit card payment method. If left blank, the school’s default settlement account for credit card will be used.

 

 

String(256)

N

bank_account_id

This is used by Xplor to determine the right bank account an invoice should be paid into if it is a bank account payment method. If left blank, the school’s default settlement account for credit card will be used.

 

 

String(256)

N

dgr

If an item can be paid by instalments

 

Boolean

(TRUE or FALSE)

N

value

Can be used for discount amounts etc.

String(256)

N