PSFS Offering - Import: How to format a contribution import file

How to format a contribution import file

You can import contribution data into ParishSOFT by creating a CSV file in the format that the ParishSOFT software will read.

 

Creating an Import File

  • The import file can have any name, but it must be saved in CSV (Comma-Separated Values) format.
  • In Windows, it must have a .csv (comma separated value) extension.
  • The file must contain contribution records only—no pledge records are accepted. 

To view an example of an import file, see Import File Example.

After you create the file save it to your hard drive. Make note of where you save the file because you will need to locate it when you do the import.

 

Header Information

The first row of the import file contains the header. The header is required and must contain the following information:
Table_format.png

 

Contribution Data

Contribution data immediately follows the header row. Each contribution record occupies a single row. The following tables detail the required and optional data in a contribution record.

 

Required Contribution Data

The data required in each contribution record is identified in the following table. If a given record is missing any this data, the system cannot import it.
Table_format_desc.png

Offering_Funds.png

 

Optional Contribution Data

A contribution record can contain the data defined in the following table (exception: Column J), but this data is not required.
Table_Format_3b.png

 Back to Required Contribution Table

Import File Example

The following illustration shows you an example of an import file containing contribution data from non-ParishSOFT systems. Note that the first row contains header information. The remaining rows in the file contain contribution data in the imported records:
resulting_table.png

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Setting up contribution import in ParishSOFT

Common errors for contribution imports

How to view the details of a batch

How to format contribution export files to fit the "simple import" format

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