How to manually export/import contributions from ParishSOFT Giving into ParishSOFT Family Suite
To generate data exports, click Organization > Data Export. NOTE: if you do not see the Data Export option under the Organization tab in your control panel, please contact the primary manager for your online giving account. Your user permissions will need to be updated to include this option.
You will then have the option to choose the data export from the Select Profile drop down based on the database you are using. For example, choose the ParishSOFT profile if you are going to Import into CNFS Offering:
Choosing a data profile displays the data formula that will be used for that specific export. After you have chosen the export profile needed, choose the (1) Transaction Type and the (2) Start and End Date of the export data you would like to generate, and then click (3) Export Data to export the giving data into the file format you have chosen.
This will export the data and download as a excel/.csv file to your computer **. To open/edit/save the file, view the file in your downloads folder and double click it. In the Chrome browser, for example, downloads appear in the bottom of the browser.
**Make sure to SAVE the exported file to your computer before you attempt to import it into CN-Offering. If you import without SAVING it first, the contributions may import as $0.00 contributions.
You will now need to take one more steps to prepare your data for import. Please see the related article listed below.