Using Microsoft Excel to Create an XML Import File

Working with the Contribution Form | Importing XML Data | Using Microsoft Excel to Create an XML Import File 
 
 
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To create a spreadsheet:

    Save the LDC.xsd and LD3Export.xls files to a local or network drive;

    Open LD3Export.xls:

    Enter all PAC names to be referenced for contributions in Column A, titled name;

Note:  The PAC name should be entered only once regardless of the number of times it is referenced in contributions (columns C – H);

    Column B is blank by design and should contain no data;

    Enter each of your contributions in column C – H using the following criteria:

    Enter one of the following contribution types in column C, titled type:

    FECA;

    Honorary Expenses;

    Meeting Expenses;

    Presidential Library Expenses;

    Presidential Inaugural Comm;

    Enter Self or the appropriate PAC name in column D, titled contributorName.  PAC names entered in column D must also be listed once in column A or the import tool will fail to validate it;

Note:  Contributor types and names are case sensitive.  You must enter Self with a capital S, and all types and Pac names exactly as they are listed or the import will fail;

    Enter the appropriate Payee name(s) in column E, titled payeeName.  Separate multiple Payees with a comma.  (80 character limit);

    Enter the appropriate Honoree(s) in column F, titled recipientName.  Separate multiple Honorees with a comma.  (200 character limit);

    Enter the dollar amount for the contribution in column G, titled amount.  Do not enter a leading $  You do not need to enter the decimal point for whole dollar amounts but you may do so to indicate cents;

    Enter the contribution date in MM/DD/YYYY format. (include slashes /) in column H, titled date;

    Repeat these steps to enter each of your contributions.

To export the data in your spreadsheet as XML using MS Excel 2003:

    Open your saved Microsoft Excel file completed in the above steps;

    On the toolbar, click on the Data menu;

    Click on XML, and select Export:

A “save as” window titled Export XML will appear.

    Navigate to the directory location of your choice (remember where you put it, you’ll need this xml file for use with the import tool);

    Enter a file name and click Export:

The XML file has been exported to the directory selected.  The spreadsheet remains intact and should be closed and saved after the export.

To export the data in your spreadsheet as XML using MS Excel 2007 and Vista:

    Open your saved Microsoft Excel file completed in the above steps;

    Select Save As from the Office button;

 

 

    Click on Other Formats:

 

 

    Navigate to the directory location of your choice (remember where you put it, you’ll need this xml file for use with the import tool);

    Click on XML Data in the Save as type field and enter a file name;

Note:  You must select XML Data as the type.  If you select any other file type the import on the Contribution Form will fail.

    Click the Save button.

The XML file has been exported to the directory selected.  The spreadsheet remains intact and should be closed and saved after the export.

Data Entry Tips:

    In column A, a tab after each entry will move the cursor to the next row in column A.  Column A and columns C – H are not linked in the spreadsheet;

    In columns C – H tabbing moves the cursor along the row.  In column H a tab puts the cursor in the next row, column C;

    The columns may be re-sized as necessary;

    The spreadsheet may be saved at any point and re-opened for further data entry.

Step by Step Instructions:

Importing XML files into a New Contribution Form

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