IO 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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Comments

1 comment
  • Could we a add a bit about how Setting > Import Behavior only applies to OLG Integration for parishes, since the parishes can't import pledges manually.
    Also that, a downside to using OLG Integration is that OLG Pledge Subtypes (Recurring, One Time, and Quick Give) won't have pledges created in DM/Offering, only the contributions will be brought over. OLG Pledge Subtype (Pledge) will have the pledge created in DM/Offering, and the contributions will be brought over linked to said pledge.

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