Mappings

Source Codes IE Projects Entities Slate Batches Hierarchy →

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Organization gifts on a 40000 code credit 40300 Grants & Institutional Funding on their own JE line — no setup needed. Set Org GL only to send this code's organization gifts somewhere else. Per-donor exceptions live on the run's Organization Revenue panel.

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CSV columns: ngp_source_code_id, ngp_name, fundraising_category, sage_classid, sage_dept, sage_gl, sage_function, sage_project, entity_scope, match_type, path_pattern, notes, sage_gl_org. Existing mappings not in the upload are preserved.

Download current mappings as CSV

Current Mappings (107)

ClassIDCategory (derived)SC IDNameDeptGLOrg GLFuncProjectScopeMatchPatternOnNotes
1052665 event 1052596 July 2019 Houston 2200 40400 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052620 email 1052620 Email Program 2100 40000 FR 9999 all direct ✓
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1052621 refunds 1052621 Refunds 9999 40000 FR 9999 all direct ✓
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1052650 texting 1052650 Texting 2100 40000 FR 9999 all direct ✓
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1052794 misc_checks 1052652 Remit 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1052654 TelemarketingNPMail 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052794 misc_checks 1052655 TelemaketingNPOnline 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052768 middollar_email 1052658 newsemail052520 2100 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052665 event 1052665 Event 2200 40400 FR 9999 all direct ✓
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1052772 website 1052684 Info Responses 2100 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1052689 TelemarketingGAOrigi 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052794 misc_checks 1052690 TelemarketingGAABX 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052794 misc_checks 1052695 Telemarketing 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052794 misc_checks 1052697 TY_Postcard 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1052698 TY_100Letter 2300 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052794 misc_checks 1052748 Telemarketing22 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052794 misc_checks 1052754 Q3TY 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1052765 TYRemit 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052768 middollar_email 1052768 Middollar Email 2100 40000 FR 9999 all direct ✓ | 2026-07-11 Erik adjudication (validation/MIDDOLLAR_CODES.md, pipeline-cloud): legacy MDE tree -> Development-era Sage class 1052768; cutover Mar 2026
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1052772 website 1052772 Website 2100 40000 FR 9999 all direct ✓
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1052773 ads 1052773 Ads 2100 40000 FR-ACQ 9999 all direct ✓
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1052774 recurring 1052774 Recurring 2100 40000 FR 9999 all direct ✓
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1052620 email 1052776 March Madness 2100 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052799 calltime_major_donor 1052777 Donate Link 2200 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1117033 direct_mail_grassroots 1052778 Feb 18 mailer 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052779 Nov 17 Mailer A 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052780 Nov 17 Mailer B 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052781 Nov 17 Mailer C 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052782 Nov 17 Mailer D 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052783 Nov 17 Mailer E 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1117033 direct_mail_grassroots 1052784 Nov 17 Mailer F 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052788 strategic_support 1052788 Strategic Support 3100 40000 FR 9999 all direct ✓ Strategic Support
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1052794 misc_checks 1052794 Misc Checks 2300 40000 FR 9999 all direct ✓
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1052795 national_travel 1052795 National Travel 2200 40000 FR 9999 all direct ✓
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1052665 event 1052798 April 2018 Chicago 2200 40400 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052799 calltime_major_donor 1052799 Calltime/Major Donor 2200 40000 FR 9999 all direct ✓
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1052665 event 1052800 July 2018 Bay Area 2200 40400 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1052835 TY 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052665 event 1052842 March 2019 Penn 2200 40400 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052844 merchandise 1052844 Merchandise 2100 40000 FR 9999 201 direct ✓
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1052794 misc_checks 1052867 Telemarketing 2300 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052788 strategic_support 1052870 Crypto 3100 40000 FR 9999 all direct ✓ 2026-07-11 Erik adjudication (pipeline-cloud UNMAPPED review): dead code (last gift <= 2022, pre-June-2026 per Erik's condition); Legacy Import 2023-01 + DMAcqJune26 pair deliberately LEFT unmapped
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1052788 strategic_support 1080066 C4 Grant 3100 40000 FR 9999 all direct ✓ Strategic Support
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1117033 direct_mail_grassroots 1104595 DM0424 2300 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052794 misc_checks 1104614 IMPACT SLATE 2300 40000 FR 9999 all direct ✓ Quick-added from results page
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1117033 direct_mail_grassroots 1106237 ImpactSlate 2300 40000 FR 9999 all direct ✓ Impact Slate parent bucket
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1052799 calltime_major_donor 1112179 Advocacy 2200 40000 FR 9999 all direct ✓ historical unmapped cleanup, Erik CSV review 2026-07-22 (ambiguous TY/Remit/Mail->misc_checks per preference)
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1052665 event 1114092 EV032725Path 2200 40400 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052772 website 1114663 brandt_test 2100 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052794 misc_checks 1114757 TY_100Letter 2300 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052772 website 1115802 website 2100 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1117033 direct_mail_grassroots 1117033 Direct Mail Grassroots 2300 40000 FR 9999 all direct ✓
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1117034 hd_direct_mail 1117034 HD Direct Mail 2300 40000 FR 9999 all direct ✓
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1117036 list_rental 1117036 List Rental 2300 40700 FR 9999 all direct ✓
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1052794 misc_checks 1117087 (blank bulk-upload) 2300 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052621 refunds 1117768 REFUND 9999 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052650 texting 1117950 314_SMS_TAT_PT_250904_rfk-hearing_full 2100 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1118169 direct_mail_acquisition 1118169 Direct Mail Acquisition 2300 40000 FR-ACQ 9999 all direct ✓
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1123306 middollar_texting_digital 1123306 Middollar Texting Digital 2100 40000 FR 9999 all direct ✓ | 2026-07-11: derived label re-synced to classid name (was digi_middollar_texting)
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1123308 middollar_email_digital 1123308 Middollar Email Digital 2100 40000 FR 9999 all direct ✓ | 2026-07-11: derived label re-synced to classid name (was digi_middollar_email)
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1052794 misc_checks 1123595 (blank bulk-upload) 2300 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052794 misc_checks 1123596 (blank bulk-upload) 2300 40000 FR 9999 all direct ✓ unmapped-cleanup 2026-07-22 (Erik): DM/TY/blank->misc_checks; brandt_test->website
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1052794 misc_checks 1052676 Direct Mail 2300 40000 FR 9999 all direct_self ✓ direct_self (self-only) 2026-07-22: folder code own gifts -> misc_checks; children NOT inherited (folder-code fix)
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1052794 misc_checks 1052694 Miscellaneous 2300 40000 FR 9999 all direct_self ✓ direct_self (self-only) 2026-07-22: folder code own gifts -> misc_checks; children NOT inherited (folder-code fix)
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1052794 misc_checks 1052775 Mail 2300 40000 FR 9999 all direct_self ✓ direct_self (self-only) 2026-07-22: folder code own gifts -> misc_checks; children NOT inherited (folder-code fix)
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1052693 314 Transfer all exclusion ✓ Inter-entity transfer
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1059026 Offset all exclusion ✓ Separate GL (41200) already coded
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1066202 Interest all exclusion ✓ Separate GL (41000) already coded
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9999999 not_applicable 1105015 Communications Consulting Allocation 9999 40000 FR 9999 all exclusion ✓
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9999999 exclusion 1105016 Digital Consulting Allocation 9999 40000 FR 9999 all exclusion ✓
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9999999 exclusion 1105017 Donation 9999 40000 FR 9999 all exclusion ✓ Internal transfer 314 Action Fund->314 Action, not booked revenue (Erik CSV review 2026-07-22)
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1105018 Payroll Allocation all exclusion ✓ Not fundraising revenue
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9999999 not_applicable 1105019 Rent Allocation 9999 40000 FR 9999 all exclusion ✓
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9999999 exclusion 1105020 Security Deposit Allocation 9999 40000 FR 9999 all exclusion ✓ Not contribution revenue (Erik CSV review 2026-07-22)
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9999999 not_applicable 1123741 Overhead Allocations 9999 40000 FR 9999 all exclusion ✓ Allocation not fundraising revenue (excluded; was direct/9999999)
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9999999 exclusion 1123742 Insurance Allocation 9999 40000 FR 9999 all exclusion ✓ Not fundraising revenue
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9999999 not_applicable 1123744 Consultant Allocations 9999 40000 FR 9999 all exclusion ✓ Allocation not fundraising revenue (excluded; was direct/9999999)
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9999999 exclusion 1124186 Clark VF 9999 40000 FR 9999 all exclusion ✓ Dr. Jasmine Clark Science Victory Fund — new NGP designation, not tracked in Sage Intacct (Erik 2026-07-22)
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9999999 exclusion 1124197 Pan VF 9999 40000 FR 9999 all exclusion ✓ Dr. Richard Pan Stop RFK Jr. Committee (VF, renamed) — not tracked in Sage Intacct (Erik 2026-07-22)
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9999999 exclusion 1124198 Shah VF 9999 40000 FR 9999 all exclusion ✓ Dr. Amish Shah Science Victory Fund — new NGP designation, not tracked in Sage Intacct (Erik 2026-07-22)
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9999999 exclusion 1052577 Earmark - Conduit 9999 40000 FR 9999 all override ✓
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1052799 calltime_major_donor 1052669 ScheduledCall 2200 40000 FR 9999 all override ✓ ScheduledCall
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1052799 calltime_major_donor 1052767 Call Time Child 2200 40000 FR 9999 all override ✓ Child of Call Time
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1052620 email 1052769 Online (generic) 2100 40000 FR 9999 all override ✓ Online generic
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1052794 misc_checks 1109282 Misc Bucket 2300 40000 FR 9999 all override ✓ Misc bucket
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1052772 website 1113424 Digital 2100 40000 FR 9999 all override ✓ Digital generic
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1052795 national_travel 1115409 National Travel Child 2200 40000 FR 9999 all override ✓ Child code
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1052620 email 1116839 Orphan Campaign 2100 40000 FR 9999 all override ✓ Orphan campaign code
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1052794 misc_checks 1116845 Bulk Upload Misc 2300 40000 FR 9999 all override ✓ Bulk Upload variant
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1117033 direct_mail_grassroots 1117872 314_HD_DMAug25ImpactSlate 2300 40000 FR 9999 all override ✓ Quick-added from results page
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1052788 strategic_support 1120113 IE Newer 3100 40000 FR 9999 all override ✓ Strategic Support
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1117034 hd_direct_mail 1120319 HD Mail Bulk 2300 40000 FR 9999 all override ✓ HD mail via Bulk Upload
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1117034 hd_direct_mail 1120726 HD Appeal Bulk 2300 40000 FR 9999 all override ✓ HD appeal via Bulk Upload
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1052665 event 1121127 EVFeb26WebBriefing 2200 40400 FR 9999 all override ✓ Web briefing event
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1123306 middollar_texting_digital 1121197 Middollar Texting 2100 40000 FR 9999 all override ✓ Middollar Texting child
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1123308 middollar_email_digital 1121229 Middollar Email Child 2100 40000 FR 9999 all override ✓ Middollar Email child
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1052665 event 1122089 EVMar26Courier 2200 40400 FR 9999 all override ✓ Quick-added from results page
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1052772 website 1122815 DIG-Web 2100 40000 FR 9999 all override ✓ Quick-added from results page
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1117034 hd_direct_mail 1123594 DMHDQ4NOV22 2300 40000 FR 9999 all override ✓ Quick-added from results page
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1118169 direct_mail_acquisition 1123869 DMAcqJuneBlue26 2300 40000 FR-ACQ 9999 all override ✓ Quick-added from results page
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1118169 direct_mail_acquisition 1123870 DMAcqJuneCand26 2300 40000 FR-ACQ 9999 all override ✓ Quick-added from results page
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1118169 direct_mail_acquisition 2300 40000 FR-ACQ 9999 all path_pattern Direct Mail/Direct Mail Acquisition ✓
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1117033 direct_mail_grassroots 2300 40000 FR 9999 all path_pattern Direct Mail/Direct Mail House Appeals ✓
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1052799 calltime_major_donor 2200 40000 FR 9999 all path_pattern Call Time/ ✓
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1117033 direct_mail_grassroots 2300 40000 FR 9999 all path_pattern ImpactSlate/DM Impact Slates ✓
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1117034 hd_direct_mail 2300 40000 FR 9999 all path_pattern Direct Mail/HD Mail ✓
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1118169 direct_mail_acquisition 2300 40000 FR-ACQ 9999 all path_pattern Direct Mail/Direct Mail 20 ✓
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