C-SMART HELP

C-SMART Help: Monetary Contributions3/4/2019Page 1C-SMART HELPIMPORT CONTRIBUTIONSC-SMART allows you to import contributor information if it is formatted as a comma-separated values(CSV) file, which can be created in Excel by saving your workbook as a CSV file.This guide will show you how to prepare your spreadsheet so that it can be uploaded into C-SMART. Seethe File Layout and Code List below for the specifications. You can also view a sample spreadsheet anddownload a template CSV file below.Once the CSV file is uploaded into C-SMART, you will need to review and process each name record andtransaction individually. As with regular data entry, C-SMART will perform checks to ensure that thecontributions meet compliance requirements such as source restrictions and contribution limits.FILE LAYOUT Fields highlighted in yellow are required. Red text indicates that the field has a specific format requirement. An asterisk (*) indicates that a code is required. Review the Code List below in order to meetthe format requirements. The Source ID (column A/1) might be provided to you by the credit card processor. If not, anynumber can suffice. Your Candidate ID (column B/2) and Committee ID (column D/4) can be found in theCampaign Profile section of your C-Access account.Important: Do not include column headers in the CSV file.COLUMNLETTER/NUMBERMAXIMUM NUMBER OFCHARACTERSDESCRIPTIONA14Source IDB24Candidate IDC35Election CycleD41Committee IDE510Date Contribution Received: (M/D/YY) or(MM/DD/YY)

C-SMART Help: Monetary ContributionsCOLUMNLETTER/NUMBER3/4/2019Page 2MAXIMUM NUMBER OFCHARACTERSDESCRIPTIONF611Contribution Amount: (xxxx) or (xxx.xx)G711Matchable Amount: (xxxx) or (xxx.xx)H81Contribution Type *I915Check NumberJ101Runoff/Rerun Indicator: Y/NK111Segregated Indicator: Y/NL122000Contribution NotesM135Intermediary NumberN141Intermediary Indicator: Y/NO156Prefix Code *P1615First NameQ171Middle InitialR1830Last Name or Entity NameS196Suffix Code *T206Name Code *U218Building NumberV2232Street NameW236Apartment NumberX241Borough Code *Y2525City NameZ262State AbbreviationAA275ZIP Code

C-SMART Help: Monetary ContributionsCOLUMNLETTER/NUMBER3/4/2019Page 3MAXIMUM NUMBER OFCHARACTERSDESCRIPTIONAB284ZIP Code ExtensionAC2930ContactAD3015Contact Phone (xxxxxxxxxx)AE315Contact Phone ExtensionAF326Phone Type Code *AG3315Contact Phone 2 (xxxxxxxxxx)AH345Contact Phone 2 ExtensionAI356Phone 2 Type Code *AJ3615Contact Phone 3 (xxxxxxxxxx)AK375Contact Phone 3 ExtensionAL386Phone 3 Type Code *AM3930Employer NameAN408Employer Building NumberAO4132Employer Street NameAP426Employer Apartment NumberAQ4325Employer City NameAR442Employer State AbbreviationAS455Employer ZIP CodeAT464Employer ZIP Code ExtensionAU4730OccupationAV486Email Type Code *AW4930Email Address

C-SMART Help: Monetary ContributionsCOLUMNLETTER/NUMBER3/4/2019Page 4MAXIMUM NUMBER OFCHARACTERSDESCRIPTIONAX506Email 2 Type Code *AY5130Email 2 AddressAZ526Email 3 Type Code *BA5330Email 3 AddressBB544000Name Screen NotesBC5530Formal PrefixBD561Resident Indicator: Y/NBE576Doing Business Indicator: Yes/NoCODE LIST Use the following codes for the fields in the File Layout table marked with an asterisk (*). Codes must be entered in capital letters.PHONE TYPE (COLUMNS AF/32, AI/35, & AL/38) HomeHOMEOtherZOTHER

C-SMART Help: Monetary Contributions3/4/2019Page 5EMAIL TYPE (COLUMNS AV/48, AX/50, & AZ/52) THERCONTRIBUTION TYPE (COLUMN H/8) CODESDESCRIPTIONCODECash1Check2Other3Credit Card4Money Order5Text6SUFFIX (COLUMN S/19) CODESDESCRIPTIONCODEIIIIIIIIIIJr.JRSr.SR

C-SMART Help: Monetary Contributions3/4/2019Page 6BOROUGH (COLUMN X/24) en IslandSBronxXOut of CityZPREFIX (COLUMN O/15) S

C-SMART Help: Monetary Contributions3/4/2019Page 7NAME (COLUMN T/20) loyee OrganizationEMPOFamilyFAMIndividualINDLimited Liability CompanyLLCOtherOTHRPartnershipPARTCandidate CommitteePCOMCPolitical Action CommitteePCOMPPolitical Party CommitteePCOMZSpouseSPO

C-SMART Help: Monetary Contributions3/4/2019HOW TO IMPORT CONTRIBUTIONS1.Go to Import Contributions. Hover your cursor over Transactions and click Import Contributions.2. On the Import Contributions Data page, click Browse to select the file and then Upload.Page 8

C-SMART Help: Monetary Contributions3/4/20193. Import the file, review the information, and click Save. C-SMART will generate a list of all of transactions contained in the spreadsheet. You mustreview the the name and the transactions details for each to proceed.Best practices: Any necessary changes should be made now, so carefully review all data and makesure it is correct. Note the Transaction ID for each contribution and write it on thebackup documentation as you would with regular data entry. To import just the name information, select Import Names Only.Important: Make sure the data is saved in CSV format and meets the file layout criteria.Page 9

C-SMART Help: Monetary Contributions3/4/2019Page 10SAMPLE CSV FILES Excel NotepadTEMPLATE CSV FILE Use our template CSV file as a reference. Review the required File Layout and Code List above before using the template CSV file. Delete all of the headers (row 1) before attempting to import the CSV file. Columns with headers in capital letters are required. An asterisk (*) indicates that a code is required. Review the Code List above in order to meetthe format requirements.Important: Even though not every column needs to be populated with information, every column listed inthe required File Layout must exist in the file.

TEMPLATE CSV FILE Use our template CSV file as a reference. Review the required . File Layout. and . Code List. above before using the template CSV file. Delete all of the headers (row 1) before attempting to import the CSV file. Columns with headers in capital letters are req