Importing into PDS

In Faith Direct Admin:

1.    On your appeals Tab – make sure that all of your appeals have the Church Fund Number AND Fund Description filled in

NOTE: To fill in the Church Fund numbers, you’ll need to click on the Appeal ID and fill in the number under the Fund Number field from PDS

NOTE: Activity Name needs to be in the Fund Description- (This needs to match exactly what is in PDS. If PDS has "GEN OFFERTORY" and the Faith Direct system has "Gen Offertory" the import will not work correctly).

2.    Click on Utilities

3.    Contribution Export

4.    Select the day and month that you’re wanting to get the data for

5.    Click Export Contributions

6.    The next screen is asking you to confirm any envelope numbers that are not locked.  Locked means that the parishioner cannot edit it, which is helpful so that the records are correct.  There also may be some envelope numbers that are blank due to the parishioner either not knowing, or just not including that information when they created their account or made the donation.

a.    If the parishioner is not in PDS, you’ll need to create a PDS record for them and assign them an envelope number. 

7.    Once you have confirmed the envelope numbers, click submit and you’ll get an excel document for importing in to PDS

In PDS

1. Open PDS & click on Contributions, then on Quick Posting in the left sidebar menu. 

2. Click Do eGiving. 

3. In the Transfer Type drop-down box, scroll down the list and select Faith Direct. If Faith Direct is not on the list, you will need to contact PDS customer support to get Faith Direct added to the list in your version of PDS. 

4. Next to the File Name box, click on the file folder icon and browse to where you’ve saved the file you downloaded from the Faith Direct Church Administrator website. Select the file and click Open. 

5. Click Next. 

6. You will see a summary of the information you’re importing. Click Process.