How to configure settings for contributions imported into the offering module

This topic shows you how to configure the settings the system uses to identify a family or member when importing contributions into the Offering module.

1. Click on the Administration Tab → Module Settings to display the Module Settings page.

2. In the Offering group, click  to show configuration options for Offering. Then, select the Import option.

   • The Import option has two settings that enable you to choose which identifier the system should use to associate contributions with givers in the import file:

     • Envelope Number: uses the envelope number as the primary means of identifying givers.

     • Diocesan ID: uses the Diocesan ID as the primary means of identifying givers.

3. Select the desired option. Then, click Save Settings.

If you have ParishSOFT Giving or ParishSOFT Accounting product, here are the steps to enable the settings for those features as well:

The software keeps track of Import option changes in its audit tables. Specifically, the application captures the following information: the type of change and the date it was made, the user ID or Member DUID of the person making the change, and the ID of the organization for which the change was made.

Related Articles

How to format contribution export files to fit the "simple import" format

Error "the same key has already been added"

How to configure settings for contributions imported into the offering module

How to format a contribution import file

How to import from non-ParishSOFT giving platforms

How to resolve common errors for contribution imports

How to set up ParishSOFT Family Suite for contribution imports

How to view or download an import report