Read about export and import donation records to ParishSoft
- 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 EnvelopeNum.)
- Scroll all the way to the right and click on the edit button.
- Add ExternalId (same as EnvelopeNum in ParishSoft).
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.
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