To keep your data conversion on schedule, you must submit your Conversion Checklist before your initial conversion date. This step provides ParishSOFT with the information needed to map records correctly from your current system.

Submission Deadline

• The Conversion Checklist must be submitted at least five business days before your scheduled initial conversion date.

Late submissions may require rescheduling your Family Suite implementation. 

Where to Submit the Checklist

Complete and submit the checklist using the Online Conversion Checklist web form.

• The online form collects all required mapping information for your conversion. 

Using the Conversion Checklist Worksheet

ParishSOFT strongly recommends using the Data Conversion Checklist Worksheet to prepare your information before completing the online form.

• The worksheet helps you compile data from your existing system.
• The worksheet is not submitted and is used only as a preparation tool. 

Why This Step Is Required

Submitting the Conversion Checklist:

• Provides clear instructions for how your data should be mapped
• Helps prevent data issues during conversion
• Keeps your conversion timeline on track

Need Help?

If you have questions or need assistance while completing the checklist, contact your Project Manager.

Summary

Submitting your Conversion Checklist on time is a required step in the ParishSOFT conversion process. Completing the checklist accurately and on time helps ensure a successful, timely data conversion.