PSG Organization - ChMS Integration: Checklist

Integration Checklist

Before you start Integrating  ParishSoft Giving with ParishSoft Family Suite, there are a few things you need to do:

  1. Turn ON all the Integration Settings in Family Suite (How to set up Family Suite for Integration).
  2. Enable Import on any funds you wish to import into contributions (How to set up Family Suite for contribution imports).
  3. In ParishSoft Giving, make sure each Donor who has an envelope # has it listed in their Giving profile (How to update or change donor envelope numbers in ParishSoft Giving).  Once Integration is turned on, the Envelope # field will hold (either automatically or through manual entry) the Donor's Family DUID (ex. F_12345) or Member DUID (ex. M_12345) for Integration purposes.  It's important for integration that you do not edit this number back to the envelope number.  If contribution data exports are processed while Integration is turned on, the file will populate with these numbers instead of the actual Envelope Number.
  4. Enter the URL for your ParishSOFT Family Suite Site and your Family Suite Org ID into the ChMS Login Credentials area of the Giving Site (Step 2 of: How to setup ChMS Integration in ParishSOFT Giving and How to find your Organization ID).
  5. Add Fund Mapping (A default Fund is not required) for your Funds and click "Enable ConnectNow Integration" (Step 2 and onward: How to set up ChMS Integration in ParishSOFT Giving.)   If you make changes to any fund names after creating Fund Mapping, you will have to delete the Fund Mapping for that fund and redo it.  You will also have to update all of the Auto-Donations tied to that updated Fund (How to update Auto-Donations with changes made to a fund)
  6. Check your Sync Errors Report Regularly to clear Sync Errors (The ChMS Sync Errors Report and Identifying Errors in the ChMS Sync Errors Report).

If you run into any issues not outlined or detailed in our articles, please contact ParishSOFT Support | email | 866.930.4774 ext 2. 

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