ParishSOFT Conversion Steps Overview

Data Conversion Steps

For some of the steps below, you will work with a member of the ParishSOFT team and other steps you’ll complete on your own. Our Implementation Team will be in touch with you and available for questions along the way.

 

Step #1

Prepare your data for Conversion to ParishSOFT Family Suite. The completeness of your existing data will affect the accuracy of your converted data. To aid you with your preparation the link below will provide you with information for prepping your data for a successful conversion.    

Tips for a Successful Conversion

 

Step #2

Complete your conversion checklist!

This Conversion Checklist provides us clear instructions for mapping records from your old system and keeps us on track to meet your scheduled data conversion date. The checklist will take you approximately 1 to 2 hours to complete. Please note that Tuition data cannot be converted.

To expedite the Conversion Checklist process, we recommend you use our Conversion Checklist Worksheet available from the link below. This worksheet will help you compile the necessary information from your existing software to complete the Conversion Checklist.

Conversion Checklist Worksheet

After you have completed the Conversion Checklist Worksheet you will want to use the link in your confirmation email to access, complete and submit the online Conversion Checklist.

 

Step #3

After you have submitted the online Conversion Checklist, we’ll send you an email confirmation with your:

You can continue working in your data until you have completed the Initial Data Conversion review. After you have provided your Final Data Conversion file, your Project Manager will then send out notice to stop entering updates.

 

Step #4

When the initial data conversion is complete, you will receive an email with your login information. Your converted data will be placed in a read-only format for review. You must complete your review within five business days, or you will delay your organization’s go live date. To guide you through the review and validation of your data in ParishSOFT Family Suite please refer to the document and video below.

Validation Checklist

Validation Checklist Video

Should you have any questions or find discrepancies in your converted data please email parishsoftservices@ministrybrands.com, contact your Project Manager directly, or fill out our issues form.  Please be sure to provide a couple of detailed examples of any discrepancies you are reporting.  Once you are satisfied with the results of your converted data you will work with your Project Manager to schedule your Final Data Conversion and provide a Final Data Conversion file. We will then ask you to stop entering updates after the file has been provided.

 

Step #5

The final conversion of your data to ParishSOFT Family Suite will take approximately 3 to 5 business days from the agreed upon scheduled date. Your Project Manager will notify you when to stop entering data into your current system.

 

Step #6

While ParishSOFT is completing the technical work for converting your data, now is the time to sign-up and register for our PATHFinder Learning System using the link below and the code you were emailed.

PATHFinder Self-Signup & Registration

This online learning system will allow all staff to complete a set of courses based on their individual training needs, at a time and pace that fits their schedules. Training makes your transition to new software and your day-to-day work much more efficient and enjoyable, so we recommend that your staff register and start training right away.

Be sure that at least one person in your organization takes training for each program module in the Family Suite that you have purchased. If your Diocese has scheduled ParishSOFT hands-on training, make sure you have signed up with your diocese to attend.

 

Step #7

When the final data conversion is complete, you will receive an email with your login information.   

You have 30 days to identify any issues with your live data database. Any issues reported outside of this 30-day window will incur additional charges. You may contact our team at parishsoftservices@ministrybrands.com or contact your Project Manager directly. Please be sure to provide a couple of detailed examples of any discrepancies you are reporting.

 

Step #8

Begin using and enjoy your ParishSOFT Family Suite!

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