Add ParishSoft OrganizationID to the second column of the header row.
Go to report/Donors from the left menu.
Locate donor (sort it by ExternalId to see donors without EvelopeNum.)
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.
CampaignInternalId set to a campaign is also ParishSoft FundId
Go to the Campaigns from the side menu.
Click on the green 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.
Exports all completed donation with positive amount, rows included in based on the filters selected
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