Customer Onboarding Individual - Migrating from Other Software: Step #4

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Step #4: Your converted data is ready for review!

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

  • Your data will be placed in a read-only format for review. 
  • While we complete intensive internal QA checks throughout the process, it is important for you to verify the information is appearing as expected on your end as well.
  • To guide you through the review and validation of your data in the ParishSOFT Family Suite, you will be presented with an instructional walkthrough when you first log in.
  • Once you are satisfied with your conversion, use the "Click Here to Accept Your Data" button in the Step #4 email your received to accept your data conversion.

If you have questions or issue with your data conversion please reply back to Step #4 email with your questions.  Please give a few specific examples of the question or issue you are having.  If there are multiple questions or issues, please send them in separate emails.

If you would like to read all the steps in the Conversion Process, click the Conversion Steps document link below:

ParishSOFT Family Suite Conversion Steps

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