PSG Gear Button - Import Data: How your file must be formatted prior to using the ParishSOFT Giving Donor Importer

How your file must be formatted prior to using the ParishSOFT Giving Donor Importer

Gear_Icon_Dashboard.png

Import Data Tool

The Import Data Tool can help your church or organization switch from another digital giving platform to ParishSOFT Giving as easily as possible.

  • The Import Data Tool allows you to import donor records, giving history, and currently scheduled recurring gifts
  • Please be aware, though, you may only complete the import process one time.
  • You may not import Giving History or Recurring Gifts without also importing the Donor Profiles but you may import the Donor Profiles without either of the other two.
  • To learn about the complete import process, see the article, How to import Donor Profiles, Giving History, and Recurring Gifts into ParishSOFT Giving
  • For additional information, please see the following article: Donor Importer: Bring your giving records with you!

 

How to format each CSV file for import

  1. Create a CSV file with column headers and data that match the following for each of the categories you wish to import.
    • The table below gives you the column headers for each category of import.
    • For more information on each of the fields, click the link for each category: Donor Profile, Giving History, Recurring Gifts.

      Donor
      Profile
      DonorId  FirstName  LastName  AddressLine1 AddressLine2  City State Zip Email  Phone  EnvelopeNumber 
      Giving
      History
      DonorId  Account Fund AccountNumber  OrderNumber  TransactionType  Date        
      Recurring
      Gifts
      DonorId  Account Fund Comments CreatedDate StartDate Frequency  Installments       
  2. Save each file to an easy-to-find location. You will need to browse to each file when you go through the import process.

 

 

Donor Profile

DonorProfilesCSVFormat.png

  • All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.
  • It is possible to create the Donor Profile Import File from ParishSOFT Family Suite if you wish, exporting it to a CSV file.  If you do so, rather than Donorid, we recommend using Family DUID and/or Member DUID. Keep the column header as Donorid though.

 

 

Back

 

 

Giving History

GivingHistoryCSVFormat.png

  • All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.

 

Back

 

Recurring Gifts

RecurringGiftsCSVFormat.png

  • All column headers with an asterisk are required. You can't leave those cells blank or the system will return an error message.
  • If you wish to import gifts that are indefinite, then the installment number you will enter is "0".
  • The last column that is truncated in this image is Installments.

 

 

Back

 

 

 

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.