How your file must be formatted prior to using the ParishSOFT Giving Donor Importer

Import Data Tool

The Import Data Tool can help your church or organization switch from another digital giving platform to ParishSOFT Giving as easily as possible.

• The Import Data Tool allows you to import donor records, giving history, and currently scheduled recurring gifts
• Please be aware, though, you may only complete the import process one time.
• You may not import Giving History or Recurring Gifts without also importing the Donor Profiles but you may import the Donor Profiles without either of the other two.
• To learn about the complete import process, see the article, How to import Donor Profiles, Giving History, and Recurring Gifts into ParishSOFT Giving
• For additional information, please see the following article: Donor Importer: Bring your giving records with you!

How to format each CSV file for import

1. Create a CSV file with column headers and data that match the following for each of the categories you wish to import.
   • The table below gives you the column headers for each category of import.
   • For more information on each of the fields, click the link for each category: Donor Profile, Giving History, Recurring Gifts.
     
     

     Donor Profile	DonorId	FirstName	LastName	AddressLine1	AddressLine2	City	State	Zip	Email	Phone	EnvelopeNumber
     Giving History	DonorId	Account	Fund	AccountNumber	OrderNumber	TransactionType	Date
     Recurring Gifts	DonorId	Account	Fund	Comments	CreatedDate	StartDate	StartDate2	Frequency	Installments

2. Save each file to an easy-to-find location. You will need to browse to each file when you go through the import process.

Donor Profile

• All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.
• It is possible to create the Donor Profile Import File from ParishSOFT Family Suite if you wish, exporting it to a CSV file.  If you do so, rather than Donorid, we recommend using Family DUID and/or Member DUID. Keep the column header as Donorid though.

Back

Giving History

• All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.

Back

Recurring Gifts

• All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.
• If you wish to import gifts that are indefinite, then the installment number you will enter is "0".
• The last column that is truncated in this image is Installments.

Updated April 17, 2023 17:15