MRDP - Form Data CSV Ingestion Template Guide

Please see the table below for information on each field within the MRDP Form Template, including which fields must be populated before ingesting to the Dashboard.

Please note: An Account must be created before ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple postponed contribution reason codes, there may be a separate row for each contribution reason.

Please note: For more information on the MRDP data requirements, please refer to the following guide: MRDP/DAC7 - Data Requirements

Field	Headers	Format	Example
Account ID	account_id	String	12345678
Q1 Count of Activities Services	q1_transaction_count_services	Whole Number	100
Q1 Consideration Paid Services	q1_consideration_paid_services	Dollar Amount	100
Q1 Fees or Commissions charged Services	q1_fee_commission_services	Dollar Amount	100
Q1 Member State tax withheld Services	q1_tax_withheld_services	Dollar Amount	100
Q1 Currency Services	q1_currency_services	Dollar Amount	100
Q2 Count of Activities Services	q2_transaction_count_services	Whole Number	100
Q2 Consideration Paid Services	q2_consideration_paid_services	Dollar Amount	100
Q2 Fees or Commissions charged Services	q2_fee_commission_services	Dollar Amount	100
Q2 Member State tax withheld Services	q2_tax_withheld_services	Dollar Amount	100
Q2 Currency Services	q2_currency_services	Dollar Amount	100
Q3 Count of Activities Services	q3_transaction_count_services	Whole Number	100
Q3 Consideration Paid Services	q3_consideration_paid_services	Dollar Amount	100
Q3 Fees or Commissions charged Services	q3_fee_commission_services	Dollar Amount	100
Q3 Member State tax withheld Services	q3_tax_withheld_services	Dollar Amount	100
Q3 Currency Services	q3_currency_services	Dollar Amount	100
Q3 Count of Activities Services	q4_transaction_count_services	Whole Number	100
Q4 Consideration Paid Services	q4_consideration_paid_services	Dollar Amount	100
Q4 Fees or Commissions charged Services	q4_fee_commission_services	Dollar Amount	100
Q4 Member State tax withheld Services	q4_tax_withheld_services	Dollar Amount	100
Q4 Currency Services	q4_currency_services	Dollar Amount	100
Q1 Count of Activities Goods	q1_transaction_count_goods	Whole Number	100
Q1 Consideration Paid Goods	q1_consideration_paid_goods	Dollar Amount	100
Q1 Fees or Commissions charged Goods	q1_fee_commission_goods	Dollar Amount	100
Q1 Member State tax withheld Goods	q1_tax_withheld_goods	Dollar Amount	100
Q1 Currency Goods	q1_currency_goods	Dollar Amount	100
Q2 Count of Activities Goods	q2_transaction_count_goods	Whole Number	100
Q2 Consideration Paid Goods	q2_consideration_paid_goods	Dollar Amount	100
Q2 Fees or Commissions charged Goods	q2_fee_commission_goods	Dollar Amount	100
Q2 Member State tax withheld Goods	q2_tax_withheld_goods	Dollar Amount	100
Q2 Currency Goods	q2_currency_goods	Dollar Amount	100
Q3 Count of Activities Goods	q3_transaction_count_goods	Whole Number	100
Q3 Consideration Paid Goods	q3_consideration_paid_goods	Dollar Amount	100
Q3 Fees or Commissions charged Goods	q3_fee_commission_goods	Dollar Amount	100
Q3 Member State tax withheld Goods	q3_tax_withheld_goods	Dollar Amount	100
Q3 Currency Goods	q3_currency_goods	Dollar Amount	100
Q3 Count of Activities Goods	q4_transaction_count_goods	Whole Number	100
Q4 Consideration Paid Goods	q4_consideration_paid_goods	Dollar Amount	100
Q4 Fees or Commissions charged Goods	q4_fee_commission_goods	Dollar Amount	100
Q4 Member State tax withheld Goods	q4_tax_withheld_goods	Dollar Amount	100
Q4 Currency Goods	q4_currency_goods	Dollar Amount	100

Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.