Examples of data that can be imported into CharityTracker.

Agencies

• Name*
• Address, City, State Zip Code
• Phone Number

Agents

• First name*
• Last name*
• Email*
• Phone Number

Cases

• Entry date
• Entry agent
• First name*
• Middle name
• Last name*
• Maiden name
• Nickname
• Suffix
• Date of birth
• SS number
• Address, City, State, Zip code, County
• Phone numbers
• Identification numbers
• Income sources/amount
• Gender
• Race
• Employment status
• Marital status
• Education level
• Government program status
• Homelessness status
• Disability status

Relationships

• Nature of relationship (son,daughter, father, mother, husband, wife, etc)
• Is/is not living with (in same household)
• Is/is not dependant

Assistance Records

• Description
• Category/type
• Amount
• Date
• Entry agent

Case Notes

• Date
• Notes
• Entry agent

* these fields are required in CharityTracker