PSG to PSFS - Administration: How to set up ParishSOFT Family Suite for manual exports from ParishSOFT Giving

How to set up ParishSOFT Family Suite for manual exports from ParishSOFT Giving

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

In Family Suite 

  1. Note Organization ID: In Administration → Organizations, note the POL #
  2. Import Permissions: In Administration → Manage Staff, make sure staff person has permission to Import
  3. Enable Import: Go to Offering → Funds and edit each of the applicable funds to Enable Import
    • Note the Description and Fund ID for each Fund

In ParishSOFT Giving

  1. Set up Funds: 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. Set up the Organization Profile: Go to Organization → Data Export
    • For the Profile, select ParishSOFT
    • Enter your Organization ID (POL)

 

To complete the Export/Import process see:

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

 

 

 

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