When creating a document template, certain fields not available in the GivingData Add-In for Microsoft Word can be manually added as merge fields. Add Manual Merge Fields to a Document Template contains instructions on how to do so. This article contains lists of some of the merge fields that can be added.
The { } symbols in the merge field formulas below indicate that there is a unique value that should be inserted based on your instance of GivingData. When inserting a merge field, remember to omit the { } symbols.
Organization Contact Roles
Follow the instructions in the Add a Contact Role Merge Field section of Add Manual Merge Fields to a Document Template to add the following fields to a template.
If the organization has more than one contact in the same organization contact role, the merge field will populate the contact that was most recently added to the role.
| Merge Field Format | Examples |
| Organization.Contact_{Role}_{Contact Field} | Organization.Contact_President_FullName Organization.Contact_Trustee_FirstName Organization.Contact_CFO_LastName Organization.Contact_Executive Director_Prefix Organization.Contact_Signatory_Salutation |
Organization Alerts
Follow the instructions in the Add a Manual Merge Field section of Add Manual Merge Fields to a Document Template to add the following fields to a template.
If the organization has more than one alert of the same type, the merge field will populate the alert notes from the most recent alert.
If the alert type contains more than one word (such as 'Conflict of Interest'), remember to include the space(s) between words so that the Alert Type name matches what is in GivingData.
| Merge Field Format | Example | What Displays |
| Organization.Alert_{Alert Type} | Organization.Alert_Conflict of Interest | Alert notes of the alert type specified |
Other Organization Fields
Follow the instructions in the Add a Manual Merge Field section of Add Manual Merge Fields to a Document Template to add the following fields to a template.
| Field Name in GivingData | Merge Field | What Displays |
| Organization Address | Organization.AddressWithoutCountry | Full organization address, without the country |
| Organization Financials > Expenses Total | Organization.Financials_MostRecentYear_ExpensesTotal | Expenses total of the most recent year |
| Organization Financials > Revenue Total | Organization.Financials_MostRecentYear_RevenueTotal | Revenue total of the most recent year |
| Organization Financials > Assets | Organization.Financials_MostRecentYear_Assets | Assets of the most recent year |
| Organization Financials > Liabilities | Organization.Financials_MostRecentYear_Liabilities | Liabilities of the most recent year |
| Organization Financials > Fiscal Year Ending | Organization.Financials_MostRecentYear_YearEnding | Ending date (MM/DD/YYYY) of the most recent fiscal year |
| Organization financials from previous years can also be mapped in, using the following merge field format: | ||
| Organization.Financials_MostRecentYearMinus1_ExpensesTotal | Expenses Total from last year | |
| Organization.Financials_MostRecentYearMinus2_RevenueTotal | Revenue Total from two years ago | |
Other Request Fields
Follow the instructions in the Add a Manual Merge Field section of Add Manual Merge Fields to a Document Template to add the following fields to a template.
| Field Name in GivingData | Merge Field |
| Request > Multi-Currency > Currency | Request.Currency |
| Request > Multi-Currency > Grant Amount Rate Date | Request.GrantAmountRateDate |
| Request > Multi-Currency > Grant Amount Exchange Rate | Request.GrantAmountExchangeRate |
| Request > Multi-Currency > Requested Amount (Other Currency) | Request.RequestAmountOtherCurrency |
| Request > Multi-Currency > Requested Amount Exchange Rate | Request.RequestAmountExchangeRate |
| Request > Multi-Currency > Requested Amount Rate Date | Request.RequestAmountRateDate |
| Request > Multi-Currency > Recommended Amount Exchange Rate | Request.RecommendedAmountExchangeRate |
| Request > Multi-Currency > Recommended Amount Rate Date | Request.RecommendedAmountRateDate |
| Request > Multi-Currency > Project Budget Exchange Rate | Request.ProjectBudgetExchangeRate |
| Request > Multi-Currency > Project Budget Rate Date | Request.ProjectBudgetRateDate |
| Request > Multi-Currency > Declined Amount Exchange Rate | Request.DeclinedAmountExchangeRate |
| Request > Multi-Currency > Declined Amount Rate Date | Request.DeclinedAmountRateDate |
| Request > Matching Gift > Honoree Address | Request.HonoreeAddress |
Other Payment Fields
Follow the instructions in the Add a Manual Merge Field section of Add Manual Merge Fields to a Document Template to add the following fields to a template.
| Field Name in GivingData | Merge Field |
| Payment > Bank Account > Exact Beneficiary Name on Bank Account | Payment.BankAccount_Name |
| Payment >Multi-Currency > Payment Amount Exchange Rate | Payment.AmountExchangeRate |
| Payment >Multi-Currency > Payment Amount Rate Date | Payment.AmountRateDate |
Requirement Field
Follow the instructions in the Add a Manual Merge Field section of Add Manual Merge Fields to a Document Template to add the following field to a template.
| Field Name in GivingData | Merge Field |
| Requirement > Payment > General Ledger | Requirement.Payment_GLAccount |