The Import page allows you to upload and import files containing your organization's contributions and pledge records into ParishSOFT Offering.
The Import feature lets you import your organization's contributions into ParishSOFT Offering. The Import page is where you upload the files into ParishSOFT Offering.
The illustration below identifies the main elements on the Import page. Place your mouse pointer over a hyperlink (without clicking) to view a general description of the element. Click the link to jump to the section on this page that provides more detailed information.
If your church is licensed for Online Giving and ParishSOFT Offering, you can electronically import files containing both contributions and pledge records from Online Giving into ParishSOFT Offering. To obtain step-by-step instructions on importing Online Giving contributions and pledges, go to How to Import Online Giving Contributions and Pledges.
If you have View + Add/Edit and Import permissions, you can import files containing contributions only (no pledges) from non-ParishSOFT systems. To obtain step-by-step instructions on importing contributions from non-ParishSOFT systems, go to How to Import Contributions from Non-ParishSOFT Systems.
The organization associated with your ParishSOFT login credentials automatically appears in the Organization list, which is located in the upper-right corner of the Import page. If you manage several organizations, select the organization you want to import your records into.
Only the organizations you have permission to access are in the Organization list.
: click this button to browse through the file system on your laptop or PC to locate the .csv file that contains either contributions and pledges from Online Giving or contributions from non-ParishSOFT systems.
The system recognizes and processes .csv files only. Make sure that the file you are uploading ends with a .csv extension. The maximum file size allowed is 2 MB.
After you click and upload the .csv file, the name of the file is displayed in this field.
If you previously imported a file, the system shows the date of the most recent import in mm/yy/dddd format.
CSV: click to download the .csv version of the summary report for the last import. The .csv version is compatible with Microsoft Excel.
PDF: click to download the .pdf version of the summary report for the last import.
The system creates an summary report for each import. Clicking this link takes you to the history list where you can download reports for previous imports.
How to View Import Summary Reports
How to Import Online Giving Contributions and Pledges