Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
In the Families module, navigate to Family Directory > Imports:
Select the option according to which type of records you wish to update, Member Contact Info or Family Contact Info.
Browse for the file you prepared for this import.
Select the file.
Click the Import button:
How to verify the update worked
Once the import completes, your screen display will change.
To find out which record did not update, click the Import Another File button (shown above).
This will take you to the import page again, but you will also see the option to download the latest import report. Select either option: CSV or PDF.
The report will display and you will see which record did not update.
Updated