Creating Choices and columns in your Microsoft Dynamics Donation Import table to onboard transaction data

In order to support the onboarding of transaction data from Soapbox to Microsoft Dynamics, you will need to create Choices in your environment as well as columns in your Donation Import table.

Creating Choices in Microsoft Dynamics

Create the following Choices in your Microsoft Dynamics environment to be used as sources in subsequent columns you will create on the Donation Import table:

Choice: Frequency
Options: 

1. Daily
2. Weekly
3. Monthly
4. Quarterly
5. Semi-Annually
6. Annually

Creating columns on the Donation Import table in Microsoft Dynamics

Create the following columns on the Donation Import table:

1. Column Label: Bank Account Type
   Column Type: Choice using Bank Account Type choice created above
   Schema Name/Logical Name: sbx_banktypecode
2. Column Label: Campaign
   Column Type: Single line of text
   Schema Name/Logical Name: sbx_campaign
3. Column Label: Credit Card Number
   Column Type: Single line of text
   Schema Name/Logical Name: sbx_cclast4
4. Column Label: Donation Level Code
   Column Type: Single line of text
   Schema Name/Logical Name: sbx_donationlevelcode
5. Column Label: Exp. MM/YY
   Column Type: Single line of text
   Schema Name/Logical Name: sbx_ccexpmmyy
6. Column Label: Expiry Date
   Column Type: Date only
   Schema Name/Logical Name: sbx_expirydate
7. Column Label: Frequency
   Column Type: Choice using Frequency choice created above
   Schema Name/Logical Name: sbx_frequency
8. Column Label: Frequency Interval
   Column Type: Whole number
   Schema Name/Logical Name: sbx_frequencyinterval
9. Column Label: Frequency Start Code
   Column Type: Choice using Frequency Start Code choice created above
   Schema Name/Logical Name: sbx_frequencystartcode
10. Column Label: Fundraiser
    Column Type: Lookup (Contact)
    Schema Name/Logical Name: sbx_fundraiserid
11. Column Label: Newsletter Opt-In
    Column Type: Yes/No
    Schema Name/Logical Name: sbx_donationnewsletteroptin
12. Column Label: Subscription Id
    Column Type: Single line of text
    Schema Name/Logical Name: sbx_subscriptionidentifier
13. Column Label: Transaction Id
    Column Type: Single line of text
    Schema Name/Logical Name: sbx_transactionidentifier
14. Column Label: Tribute Name
    Column Type: Single line of text
    Schema Name/Logical Name: sbx_tributename
15. Column Label: Tribute Notification Email
    Column Type: Email
    Schema Name/Logical Name: sbx_tributenotificationemail
16. Column Label: Tribute Notification Message
    Column Type: Multiple lines of text
    Schema Name/Logical Name: sbx_tributenotificationmessage
17. Column Label: Tribute Type
    Column Type: Choice using Tribute Type choice
    Schema Name/Logical Name: sbx_tributetype