IMP FS PS Web to PS Web: Transition Checklist

 

ParishSOFT to ParishSOFT Transition Integration Checklist

 **This checklist should serve as a guide of what to do prior to and after your data has been moved. **

Please note the following items will not move over to the Diocesan ParishSOFT site:

  • Religious Education data
  • Family/Member pictures

To Be Completed by the Parish Prior to Transition:

Please record the following counts from your current site prior to transition. They will be helpful for post-transition review in ParishSOFT Family Suite:

Family Directory Counts

  1. “Registered” Families
  2. “Both” Families
  3. “Both” Families in the “Active” Family Group
  4. Families/Members to Receive Envelopes
  5. “Do Not Send Mail” Families
  6. Family Workgroups

Offering & Pledges Counts

  1. Funds – must have fund access to view funds
  2. Pledge Totals

 

To Be Completed by the Parish During the Review Period:

ParishSOFT will provide you with matching detail reports during the review period and post transition, please review the reports and validate they represent your expected values.

To assist you with your data validation, you should use the counts you gathered above and our Data Validation Checklist and Data Validation Video links below.

 

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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