PSFS Offering - Funds: How to enable a fund for import

How to enable a fund for import

If you are importing contributions from Online Giving or from non-ParishSOFT systems, the funds containing the contribution records must be enabled for import. This article shows you how to enable a fund for import.


 

  1. If you manage several organizations, select the desired organization from the Organization list.
  2. Click Funds to display the Fund Management page.
  3. Click  to the left of the fund that you want to enable for import.
    • Detailed information for the fund is displayed.
    • The name of the fund is displayed in the bar at the top of the window.
    • The information is read-only.
    • If the fund is not enabled for import the Enable Import option is set to No.

For example:

 

  1. Click Edit to open the Edit window for the fund.

For example:

  1. Check the Enable Import box. Then, click Save to save the change.
    • You exit Edit mode.
    • The fund is now enabled for import.
    • The status of the Enable Import option is now set to Yes.
  1. Click Close to exit. You return to the Fund Management page.

 

Related Articles

How to Import Online Giving Contributions and Pledges

How to Resolve Errors for Online Giving File Imports

How to Import Contributions from Non-ParishSOFT Systems

How to Resolve Errors for Contribution Imports from Non-ParishSOFT Systems

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