IMP FS Transition: Steps

 

Transition 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.  These steps are very important for a smooth transition. Our Implementation Team will be in touch and available for questions you have along the way. 

Step #1

Review the data that you will be transitioning into the ParishSOFT Family Suite program. Below we have provided links to some frequently asked questions and our transition checklist.

Frequently Asked Questions
Transition Checklist

These documents will guide you and provide important information on what to do prior to, during, and following your data transition.

Step #2

Attend the appropriate ParishSOFT Training Classes and watch the applicable Training Videos. Training makes your transition to new software and your day-to-day work much more efficient and enjoyable, so we recommend your staff register and complete training right away.

Be sure that at least one person in your organization takes training for each program module in the Family Suite you have purchased.  IF your Diocese has scheduled ParishSOFT hands on training make sure you have signed up with your diocese to attend.  You can view the training options we have available at the link below.

Training Options 

Step #3

On your scheduled backup day…

If your software is locally installed you will need to back up your ParishSOFT desktop database. The link below provides details for backing up your data to our ftp site.

Desktop FTP Backup Instructions

If we host your data through Remote Solutions, the ParishSOFT Implementations Team will pull your backup after the close of business on your scheduled backup day.

Important:  Once you submit your backup you and your staff should no longer make updates to your data.  You may use your current system as READ ONLY. 

Step #4

The transition of your ParishSOFT Desktop data to your ParishSOFT Family Suite stage site will take approximately 3 business days from the start date to complete. 

Step #5

When the transition 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.  To guide you through the review and validation of your data in the ParishSOFT Family Suite please refer to the documents below.

Data Validation Checklist
Data Validation Checklist Video
Transition Reports Overview

We recommend that you use the record counts you gathered from step #4 of the Transition Checklist in the data validation process.

Should you have any questions or find discrepancies in your transitioned data please email Implementations  or call 866-930-4774 x 262.  Once you are satisfied with the results of the transitioned data you will respond to the login email with your official acceptance of the data and we will provide you full access.

Step #6

Begin Using and Enjoy your ParishSOFT Family Suite!

 

3767 Ranchero Drive, Suite 100 | Ann Arbor, MI 48108 | Toll Free 866.930.4774 | Fax 734.205.1011
www.parishsoft.com

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