# 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 <contact@paybee.io> 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](https://support.parishsoft.com/hc/en-us/articles/360001346091-PSFS-Offering-Import-How-to-format-a-contribution-import-file-)
* [Other ParishSoft general import help](https://support.parishsoft.com/hc/en-us/sections/360007706311-Import)