Custom Field Merge Fields

Learn how to add custom field merge fields to GivingData document templates.

Identify the custom field that you'd like to add as a merge field. Contact your GivingData Client Success Manager to ask for the Custom Field ID for that field.

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4 Steps

Once you have the Custom Field ID, follow steps 1-3 from the "Inserting a manual merge field" section.

The merge field format for a custom field is {Entity}.CustomField_{CustomFieldID}. The {Entity} will always be the type of GivingData record that the custom field is located on (ex. Request, Organization, Requirement, Payment, Regrant).

$The merge field format for a custom field is {Entity}.CustomField_{CustomFieldID}. The {Entity} will always be the type of GivingData record that the custom field is located on (ex. Request, Organization, Requirement, Payment, Regrant).$

Enter the merge field in the text box and click OK.

The merge field will now appear in the document.

Well done!

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