ParishSoft Import
ParishSOFT Family Suite (Previously ConnectNow) Import Process
To start the process, in Faith Direct Admin, click on 'Utilities' and then 'Contribution Export'
Select the month and day of charge and click Export Contributions
If there are any parishioners who do not have an envelope number or the system is not sure the number is correct, it will ask you to confirm the number and lock their ID (this means that the parishioners will not be able to then change the number, but you will still have access). Once the envelope numbers are confirmed you can download the .csv file. Once you download the file, save it (do not make any changes), and you'll be ready to import.
Enabling funds for Import
1. Click the Offering tab. Then, click “Funds”
2. One the Funds page, locate the fund you would like to enable first.
3. Click the edit icon on the far left next to the fund.
4. In the dialog box that appears, ensure that “Enable Import” is set to “Yes.” If it is not set to “Yes,” click the Edit button and change it.
Importing into ParishSOFT Family Suite (Previously ConnectNow)
1. Click the Offering tab. Then, click “Import”
2. On the Import page, click the “Browse” button and browse to where you’ve saved the file you downloaded from the Faith Direct Church Administrator website. Select the file and click Open.
3. The name of the file appears in the field to the left of the Browse button. A green progress bar appears to show you the progress of the upload. The system processes the uploaded file then does one of the following:
a. Displays the Import Summary page if it can successfully read the contents of the file. The summary enables you to preview and verify that the contents of the file are correct before you import it.
b. Displays an error message or warning if the system detects a problem with the file.
4. If there is an error message, download the import report by selecting the CSV or PDF link in “The last import occurred on” section. This report will describe exactly which line has an error and what that error is so that error can be fixed BEFORE the file is imported
5. If the Import Summary page is displayed, review the information make sure it is correct and click “Import”
6. After the file is imported, the Import Summary page will display with a summary of the import
7. If the import was not 100% successful and there are failed imports, download the Import Report to view which records failed and why. Resolve those errors and import those records again.
For more details on the ParishSoft import process here is another link.