Data Conversion Steps for Individual Parishes
Step #1: Welcome to ParishSOFT Family Suite
Your Project Manager will send out a high-level overview of our data conversion process:
Thank you for selecting ParishSOFT Family Suite as your parish management solution! We’re excited to assist you in this transition. Below, we’ve outlined the essential steps for a successful conversion to our ParishSOFT Family Suite product:
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Data Conversion Overview:
- Our Project Manager will reach out to you to discuss and arrange the conversion process.
- Schedule your initial data conversion.
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Prepare Your Data for Conversion and Submit Your Conversion Checklist:
- Here is our standard data preparation guide.
- Submit your data conversion checklist.
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Upload Your Data for Conversion:
- We will share this information after discussing the process with you.
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Review Your Initial Converted Data:
- Use the Data Validation Checklist to verify the accuracy of your converted data.
- Your Project Manager will send information for the testing site to review your data; you will be unable to edit your data at this point.
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Schedule Your Final Data Conversion:
- This is the official date we will complete your conversion.
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Start Working with Your Converted Data:
- Once validated, you can begin using ParishSOFT Family Suite effectively.
If you have any questions or need further assistance, please don’t hesitate to reply to this email. We’re committed to ensuring a smooth transition for your ministry.
Your Project Manager will include a link for you to schedule a meeting.
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