Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
We are excited to provide more tools and resources to help you update your ParishSOFT Accounts to the New Platform and migrate your Staff and Donor accounts.
We encourage Diocesan and Parish Admins to download and save, or print the respective preparation Checklists linked below:
Important! It is essential that the Organization Administrator on the account reviews all assigned User Permissions before migrating to the New Platform. This will prevent any issues with accessing necessary modules when migration is complete.
Note: If you also need to migrate your Giving account over, do so after migrating your Family Suite account. It is also vital that the same email address is used for both migration processes. Failing to do so will create two separate user accounts that cannot be reconciled without the assistance of our development team.
The video below aims to answer popular administrative questions and cover best practices for moving your user accounts to the New Platform. Our goal is to seamlessly move your organization's administrators and staff over and work in this highly enhanced platform.
The checklists and video are intentionally designed to provide a comprehensive resource to be distributed to your staff.
The "What to Expect" video is an in-depth resource covering:
- New/Existing User Migration (First time logging in)
- Multi-Factor Authentication (MFA)
- Migrating your Giving Account
- New Platform Dashboard and Modules
- Inviting existing Parishioners to My Parish (Previously: My Own Church)
- Connect with Professional Services!
What to Expect
Updated