DMO Settings - Imports: How to activate the integration process for OLG

How to activate the integration process for OLG

  1. Log in with an account that has organization admin privileges.
  2. Go to Settings.
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  3. Choose either Envelope Number or Diocesan ID as the Primary Family or Member Identifier for imports. 
  4. Check the box Enable Integration with Legacy Online Giving.
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  5. Save changes by clicking the save button in the upper right corner.
  6. Under import, you should see a menu item called Integration. Offering → Imports → Integration Enter the Start and End Date for the range of contributions and pledges to integrate.
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Once you do this, you will see a place to enter the start and end dates for the range of pledges and contributions.

 

 

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