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 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.

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 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.

Filter donations for export

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
Last modified 1yr ago