Marketing Development Funds (MDF) are sometimes granted to partners by suppliers to drive sales and develop new business. The partner might use the funds to pay for meals, entertainment, social outings, sports outings, team meetings, and conferences. These engagements allow partners to interact with their customers. The Funding Summary helps a supplier review all monies and balances for all partners at a glance.

The following is a list of the MDF data. Fields with * are required for bulk uploads. 

1. *Fund Identifiers are Fund ID and Fund Name. Fund Id is the unique identifier for the fund. Fund Name is a descriptive name for the fund. Only one of these is required.
2. Fund Type Name is the name associated with the fund for organizational purposes in both ZiftMarcom and Zift123. Funds are allocated at a partner level and the names can be seen on an individual partner detail page in ZiftMarcom. It is not required if there is a Default Fund Type identified. 
3. *Partner Identifiers are SSO Company ID, Zift Partner ID, or Zift Partner Name. Unique identifiers for a specific partner. Only one of these is required and the entry is case sensitive.
4. *Allocated Balance is the original amount allocated to the fund. Also referred to as Allocations. Enter the amount in cents. $10.00 is entered as 1000
5. *Actual Balance is the allocated balance minus the sum of orders approved or pending approval. If a pending order is canceled or denied, the order balance will be returned. Enter the amount in cents. $10.00 is entered as 1000 or $3,116.24 is entered as 311624.
6. *Approved Balance is the sum of orders that have been approved. Enter the amount in cents. $10.00 is entered as 1000 or $3,116.24 is entered as 311624.
7. *Available Balance is the balance currently available for a partner to spend in Zift. If using an MDF integration, this balance is based on the MDF system of record. Enter the amount in cents. $10.00 is entered as 1000 or $3,116.24 is entered as 311624.
8. Activity Start Date is the date the activity will start. If no date is entered the system assumes today's date.
9. *Expiration Date is the date when the funds will expire. This may also be referred to as the Entry Deadline.
10. *Claim Due Date is the date when the claim is due for consideration as MDF. The claim due date is seen by partners in Zift123. This is the deadline that partners must submit a request to their supplier to provide reimbursement for a custom marketing activity. 
11. *Claim Outstanding Count is the number of claims that still need to be considered for MDF approval.
12. *Pending Payments Amount is the amount approved but not paid. Enter the amount in cents. $10.00 is entered as 1000 or $3,116.24 is entered as 311624.
13. *Paid Payments Amount is the sum of claims approved and paid. Enter the amount in cents. $10.00 is entered as 1000 or $3,116.24 is entered as 311624.
14. Fund Excluded Users - To exclude specific users from accessing funds (optional), your file must include a "Fund Excluded Users" column populated with a comma-separated list of SSO User IDs.