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.
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Before importing to ParishSoft
Add EnvelopeNum for donors
Add FundId to a campaign
Filter donations for export