- Your login must have Administrator Rights to set up integration between PSFS and PSA
- To set up the integration, you must have the organization's PSA Database ID.
- Once you have turned on integration, it must be set up. Please see: How to set up integration between ParishSOFT Family Suite and ParishSOFT Accounting.
- In the Offering Module, go to Settings
- To the left of the Settings page, under the Administration tab, check the Offering Options box to 'Require the system to create a deposit entry for the batch in ParishSoft Accounting before closing the batch'.
- Enter the organization's PSA Database ID; then click
in the upper-right corner.
Note: If you have any issues with this step, please reach out to support@parishsoft.com.
- At this point, integration is turned on between the ParishSOFT Membership and ParishSOFT Accounting applications at the organization level. To learn how to set up integration once it is turned on, see the article, How to set up integration between PSFS and PSA.
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