In order for integration to work between Family Suite and Accounting, the login credentials for the person closing a batch must have Access Rights in ParishSOFT to Accounting Integration/Offering.
Before you take these steps, make sure this staff member has a ParishSOFT Accounting account with access to writing deposits. The unique API key generated in Accounting for this staff account must be entered to complete the following steps.
Important: Users must log in to PSA to obtain the API Key.
How to Set Up a Staff Record for PSA Integration Privileges
- Login to ParishSOFT Family Suite
- Go to Administration → Manage Staff.
- Select the name link for the user to whom you would like to give this access.
- Make sure the correct organization is displayed in the organization selector field, then:
- Click the Edit Details button at the bottom of the window.
- Click the Gear button to the right, and add the Family Suite Offering API Key from the Accounting platform for this staff member.
- Once you have added the API key, you must click Save then Save & Close buttons at the bottom of the page.
How to Get the Family Suite Offering API Key in Accounting
- Login to ParishSOFT Accounting.
- Navigate to Church Manager
- Click Go next to your username
- Click the Generate button in the Family Suite Offering Management section. This will generate the unique API key for the user profile.
- Copy the API Key.
- Ensure to click Submit or the API key generated will not save to the system. If the API Key is not submitted, it will not function correctly in the next step.
- Now paste the API key into the staff permission profile in Family Suite.
Important: If you need assistance logging into ParishSOFT Accounting to access the API Key, see this article: Reset Accounting MFA Password.
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