PSG - How to manually export contributions from ParishSOFT Giving for Import into Family Suite

How to manually export contributions from ParishSOFT Giving for Import into Family Suite

If you do not see Data Export as an option in the Drop-Down menu, please contact the primary Admin for your Giving Site to have your Manager Permissions updated.
  1. To Manually Export Contributions go to the Organization MenuA in the top right corner of your Giving Site and choose Data Export from the drop-down menu.
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  2. In the Data Export screen, make sure that you choose the Profile type of Parishsoft, and that your Organization ID is correct based on How to find your Org ID in Family Suite 
    2018-07-09_14-02-57.jpg 

    Now you can choose the Start Date and End DateC of the contributions you would like to export and then click Export DataD.
  3. The file will now save as a CSV file to your Downloads folder (if that is the folder you've set currently for your downloads).  The Files are usually titled by default like this:
    2018-07-10_9-20-01.jpg

 

 


Related Articles 

How to Import Online Giving Contributions

How to convert the Giving CSV files into the format accepted by Family Suite

 

 

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Comments

1 comment
  • One Caveat: Make sure to SAVE the exported file before you attempt to import it into CN-Offering. If you import without SAVING it first, the contributions may import as $0.00 contributions.

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