CNG - Set Up Manual Export from ConnectNow Giving into ConnectNow Family Suite

Question: How do we set up manual exports from ConnectNow Giving
(CNG) into ConnectNow Family Suite (CNFS)?

 

Answer:

Note: The steps in Family Suite must be completed before the steps in ConnectNow Giving

  1. In Family Suite: 
    1. Go to Administration > Module Settings > Offering - ConnectNow Giving, and enable both CNG giving options > Save Settings.
    2. In Administration > Organizations, note the POL #
    3. In Administration > Manage Staff, make sure staff person has permission to Import
    4. Go to Offering > Funds and edit each of the applicable funds to Enable Import
      1. Note the Description and Fund ID for each Fund
  2. In CNG 
    1. Go to Organization > Funds and set up your Funds (use the Fund Description for the Fund Name and the Fund ID for the Fund Code (it is best to copy these fields from CNFS and paste them into CNG to avoid typos).
    2. Go to Organization > Data Export
      1. For the Profile, select ParishSOFT
      2. Enter your Organization ID (POL)

 

To complete the Export/Import process see:

Manually Export/Import Contributions from ConnectNow Giving into ConnectNow Family Suite

 

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