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 Donations
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
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