How to manually export contributions from ParishSOFT Giving for import into Family Suite Offering
If you do not see Data Export as an option in the Settings menu, please contact the primary Admin for your Giving Site to have your Manager Permissions updated.
- To go into the Data Export page, click the Gear action button in the upper right corner then select the Data Export card.
- In the Data ExportA screen, make sure that you choose the Profile type of Parishsoft, and that your Organization IDB is correct based on How to find your Org ID in Family Suite
You can choose the Start Date and End DateC of the contributions you would like to export and then click Donors to IncludeD (Family Suite can only import donors with Envelope or ID numbers) and Export DataE
- 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: