PSG Admin - Integration: How to correct duplicated families created via integration

How to correct getting duplicated family records which were created via integration

How to prevent duplication

Unfortunately, many churches have multiple families with the same last name, and quite often with the same first names as well, so when the automatic integration process sends a contribution over to the Family Suite, it cannot rely on first/last names. 

To get around that, we've set up the integration auto-matching process as shown in the following article:  How to set up Family Suite and ParishSOFT Giving for integration
Take special note of the section at the bottom:  Donor Integration - how the software knows to which record to assign the donation.

If you wish to prevent this you will have to change what displays in the Giving Site for the Envelope #: field for the member.  This field is used for the integration key.  

  • The integration key is the Family DUID (F_####)  (DUIDDio Unique IDentification).
  • If the number in F_#### is not the number that displays in the family record into which you want the contribution to go (at the top of a family record in parenthesis), you will want to change it in the giving site to be correct.

How to fix the current duplicate records

  • After that, go to the Family Suite and merge the duplicate family with the contributions into the family you wish to have the contributions


Our development team is looking into ways to eliminate this issue. If you would like to be informed when we have worked out a solution to this issue, contact support and ask them to add your Organization to JIRA: CNFS-7498. You would only need to do this once.

 

 

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