ParishSoft

Read about export and import donation records to ParishSoft

Before importing to ParishSoft

• Add ParishSoft OrganizationID to the second column of the header row.

Add EnvelopeNum for donors

• Go to Report/Donors from the left menu.

• Locate donor (sort it by ExternalId to see donors without EnvelopeNum.)

• Scroll all the way to the right and click on the edit button.

• Add ExternalId (same as EnvelopeNum in ParishSoft).

• Contact us at [email protected] if you would like to import all donors at once.

Add FundId to a campaign

CampaignInternalId set to a campaign is also ParishSoft FundId

• Go to the Campaigns from the side menu.

• Click on the Edit button to edit the campaign.

• Expand General Settings.

• Set the value in the last edit box, "Internal Id for the campaign."

• Click Save on the top to save the changes.

• Please do it for all the campaigns.

Filter donations for export

Exports all completed donations with a positive amount, rows included are based on the filters selected

• Go to Reports> All Transactions

• Set date range from the top of the page.

• Set other filters from the "Report Filters".

• Click on "ParishSoft Export" to download the file.

Helpful ParishSoft links

• ParishSoft documentation about file format

• Other ParishSoft general import help