How to import Offering from a 3rd party vendor
These two things must be in place for your import file to import properly:
- Settings must be set to import offering by either envelope or Member ID, depending on which you will use in your import file.
- The import file must be created and formatted correctly. Note: the Fund ID is different from the ParishSOFT Family Suite Offering & Pledges module. You may learn how to get the new fund ID from the article, How to export a list of your funds.
- Go to the File Import page.
- Using the Navigator Bar, click the carrot for Imports and then select File.
-or- - Using the Imports Card, select File.
- Using the Navigator Bar, click the carrot for Imports and then select File.
- Import the file using either the Drag & Drop method or the Browse & Select method.
-Or- - Once you have selected the file a page with the file name will display and the batch name will be assigned. To confirm the import, click the checkmark at the bottom of the window.
- This takes you back to the Import Tab. Click the Import History tab to see the most recent import at the top.
- Then click the Batch link in the right column as shown above. The Batch page will open.
- You must now review and close the batch for the contributions to show up on reports and on the Contributions page. See How to flag a batch for review, How to review a batch, and How to close a batch.
Comments
Article is closed for comments.