CNFS Offering: How to Import from Non-Parishsoft Giving Platforms

CNFS- Offering: How to Import Contributions from a Non-ParishSOFT Online Giving Platform

First you can setup import in ConnectNow by following these instructions: Setting up Contribution Import in ConnectNow

Creating an Import File

The import file can have any name, but it must have a .csv (comma separated value) extension and meet the file header and contribution data requirements detailed in the tables in the following sections. The file must contain contribution records only—no pledge records are accepted. To view an example of an import file, see Import_File_Example.

After you create the file save it to your hard drive. Make note of where you save the file because you will need to locate it when you do the import.

Header Information

The first row of the import file contains the header. The header is required and must contain the following information: 

Column

Expected Data

Description

A

H

Identifies the header row.

B

Organization ID

Organization ID.

C

2

Identifies the type of data in the file.

2: indicates that the file contains contributions only.

Contribution Data

Contribution data immediately follows the header row. Each contribution record occupies a single row. The following tables detail the required and optional data in a contribution record.

Required Contribution Data

The data required in each contribution record is identified in the following table. If a given record is missing any this data, the system cannot import it.

Column

Expected Data

Description

A

C

C: Identifies a contribution record.

B

Envelope #

Family envelope number.

Data in this column is required if your system is configured to use the family envelope number as the preferred identifier for family and member contributions. The option that sets the envelope number as the identifier is located in the Administration module on the Module Settings page. Only a user with organization administrator privileges can configure the option.

If desired, your organization can choose to use the Diocesan ID as the preferred identifier. See description for Column K in the Optional Contribution Data table.   

C

Amount

Contribution amount in xx.xx format.

D

Date

Contribution date in mm/dd/yyyy format.

E

Fund ID

Fund ID.

 

Optional Contribution Data

A contribution record can contain the data defined in the following table, but this data is not required. 

Column

Expected Data

Description

F

Check number

Check number. Any combination of alphanumeric characters. Up to 50 characters allowed.

G

Cash, Credit, Check

Payment Type.

H

Memo

Memo text. Any combination of alphanumeric characters. Up to 980 characters allowed.

I

Pledge DUID

Pledge ID. Must be an integer. Letters, symbols, and spaces are not allowed.

J

External Contribution ID

External Contribution ID.

K

Diocesan ID

Diocesan ID. Any combination of alphanumeric characters. Up to 20 characters allowed.

Data in this column is required if your system is configured to use the Diocesan ID as the preferred identifier for family and member contributions. The option that sets the Diocesan ID as the identifier is located in the Administration module on the Module Settings page. Only a user with organization administrator privileges can configure the option.

If desired, your organization can choose to use the envelope number as the preferred identifier. See description for Column B in the Required_Contribution_Data table.   

L

0 or 1

0: indicates that the contribution is not anonymous.

1: indicates that the contribution is anonymous.

 

Import File Example

The following illustration shows you an example of an import file containing contribution data from non-ParishSOFT systems. Note that the first row contains header information. The remaining rows in the file contain contribution data in the imported records:

 Tim4.jpg

 

Importing a File

  1. Click the Offering tab. Then, click .

The Import page is displayed.  For example:

  • From the Organization list, select the desired organization.
  • Upload the file containing the contributions and pledges to ConnectNow Offering. To do this, complete these steps:
    • Click
    • In the Open window, navigate to the location where you saved the .csv file. Select the file, and then click .

The name of the file appears in the field to the left of the Browse button. A green progress bar appears to show you the progress of the upload.

The system processes the uploaded file then does one of the following:

  • Displays the Import Summary page if it can successfully read the contents of the file. The summary enables you to preview and verify that the contents of the file are correct before you import it. The summary includes information only from records in the funds you have permission to access.

OR

  • Displays an error message or warning if the system detects a problem with the file.

Do one of following:

  • If the Import Summary page is displayed, complete Steps 5a - 5c below:

Review the summary information to make sure it is correct. Do one of the following:

  • If the information in the file is correct, go to Step 5b.
  • If you uploaded the wrong file, click . Repeat Step 4 in this procedure to upload a different file.

The system creates a batch record and assigns the record a name, which is shown in the Batch Name field. Make note of the name of the record. After the file is imported, the system places it in the list on the Batch Management page where you can find it and view its details.

Do one of the following:

  • If you want to change the name of the batch record, type a new name in the field.
  • If you do not want to change the name, go to Step 5c.
  1. Under Anonymous Contributions, a message shows you whether or not the file contains anonymous gifts. Do one of the following:
  • If the file contains anonymous gifts, click , and then select the name of your organization's anonymous family. In the Family ID field, the system automatically enters the family DUID associated with the anonymous family name you selected.

If you have an anonymous or fictitious family (in Family Directory) set up to receive anonymous gifts, select the name of that family from the list. If you don’t see the name, select (Search for an Existing Family) to locate the family.

If you do not have an anonymous or fictitious family set up in Family Directory, you can quickly create one by selecting (Add New Anonymous Family).

If you want to remove the name of a family from the Family Name list, click .

  • If the file contains no anonymous gifts, you can proceed with the import. Go to Step 6.

OR

Click .

The system processes the file and attempts to import records into ConnectNow Offering. When processing completes, the system displays the Import Summary:

The summary includes details about the import, including the name of the import file, the number of successfully imported records, the total dollar amount of contributions in the file, and the reasons why the system failed to import certain records in the file.  

Take one of the following actions:

  • Click to import another file.
  • If the Import Summary indicates that the import was less than 100% successful, click PDF or CSV to view the import report. Fix the errors identified in the report, and then re-import the file. If the file contains contributions with external contribution IDs, re-importing the file will result in duplicate records. We recommend that you delete any duplicate records.

 

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