How to set up Family Suite and ParishSOFT Giving for integration
Also described as, "How to connect ParishSOFT Giving to our ParishSOFT Family Suite Offering so donations automatically update the family's giving history's" (known as PSG Integration)
Transactions which have been submitted to ParishSOFT Giving before integration is turned on will not integrate to ParishSOFT Family Suite. Just before turning on integration, export contributions one last time for import into Family Suite.
To set up ParishSOFT Giving Integration follow these four steps:
- Step 1: Enable ParishSOFT Giving Integration
- Step 2: Add the original Family Suite web address to the giving site.
- Step 3: Map the funds.
- Step 4: Assign the integration key.
- How integration works
Step 1: Enable ParishSOFT Giving Options and ParishSOFT Giving Integration
In Family Suite go to Administration → Module Settings
- Select Offering.
- Select ParishSOFT Giving.
- Enable the ParishSOFT Giving Option.
- Save these Settings.
Step 2: Add the Family Suite web address and your organization ID to the giving site
Go to Organization → ChMS Integration
Enter the original URL (web address) the parish formerly used to access the Family Suite. The church must not include anything after the customer region name designation on the URL. Some examples of the original URLs may be found here.
https://connectnow.parishsoft.com/CustomerRegionName (most customers) or alternatively, https://connectnow.logoscms.com/cn).
- Once that has been added the church also needs to add its Organization ID.
Step 3: Map the funds
Go to ParishSOFT Giving → Organization → Fund Management.
- Click on the heading Fund Name to alphabetize the list.
- Click on Actions to the right of the fund, and choose Edit.
- Change the Fund Code to the Fund ID from ParishSOFT Offering and Save. Perform this function for all funds that will be used in ParishSOFT Giving.
Step 4: Assign the integration key
In ParishSOFT Giving → Donors
You may skip this step if the integration key was automatically assigned when integration was turned on. If the Giver's profile name and Email address match with their PSFS record then the envelope # field will automatically populate (when Integration is turned on). If the two fields do not match, then the integration key will have to be entered in the Envelope Number field manually.
- Next to a donor's name and to the right select Action
- Select Edit Profile
- Enter the integration key in the Envelope Number field.
- The integration key is the Family DUID (F_####) or the Member DUID (M_####).
- Use the DUID in this field for optimal results. (DUID: Dio Unique IDentification).
- The DUID can be listed in the Family List or the Member List screens. Or, if you click on the name, the DUID will show at the top of the record in parenthesis.
- Save the changes.
Donor Integration - how the software knows to which record to assign the donation
- If a family/member record has previously been matched with a ConnectNow Giving (CNG) donation, the family/member ParishSOFT Family Suite (PSFS) DUID will be populated in the CNG Envelope field, and all future donations from that family/member will automatically post to their ParishSOFT Family Suite record, bypassing the following steps in the matching logic.
- To check on this, within CNG look in the donor's envelope slot to see if the donor's PSFS family DUID [EX: John and Jane Smith (11223)] is in the CNG Envelope field (like so: F_11223) or to see if a PSFS member DUID [EX: John Smith Member DUID: 22449] is in the CNG Envelope field (like so: M_22449). If either is the case any donations made by that family/member will connect automatically to that family/member record.
- If #2 is not true it will look for a family with the same email address and Family Last Name as is listed in their CNG account and put the donation in that PSFS family.
- If the above are not true, it will look for a family with the same Family Last Name and Home Phone as is listed in their CN Giving account and put the donation in that family.
- If the above are not true, it will look for a member with the same email address and Member Last Name as is listed in their CN Giving account and put the donation in that member record.
- If the above are not true, it will look for a member with the same Member Last Name and Mobile Phone as is listed in their CN Giving account and put the donation in that member record.
- If none of the above are true, it will create a new family record, address record, and member record, mark the family record as Unregistered and assign it to Family Group: Associated Family, and will put the contribution into the family record.