How to Import Contributions from Non-ParishSOFT Systems

This topic shows you how to create, upload, and import a file containing your organization’s contributions from non-ParishSOFT systems into ParishSOFT Offering.

You must have View + Add/Edit and Import permissions to import a file containing contributions from non-ParishSOFT systems.

Creating an Import File

Import File Example

Importing a File

Creating an Import File

The import file can have any name, but it must have a .csv (comma separated value) extension and meet the file header and contribution data requirements detailed in the tables in the following sections. The file must contain contribution records only—no pledge records are accepted. To view an example of an import file, see Import_File_Example.

After you create the file save it to your hard drive. Make note of where you save the file because you will need to locate it when you do the import.

Header Information

The first row of the import file contains the header. The header is required and must contain the following information:

Contribution Data

Contribution data immediately follows the header row. Each contribution record occupies a single row. The following tables detail the required and optional data in a contribution record.

Required Contribution Data

The data required in each contribution record is identified in the following table. If a given record is missing any this data, the system cannot import it.

Optional Contribution Data

A contribution record can contain the data defined in the following table, but this data is not required.

Import File Example

The following illustration shows you an example of an import file containing contribution data from non-ParishSOFT systems. Note that the first row contains header information. The remaining rows in the file contain contribution data in the imported records:

Importing a File

1. Click the Offering tab. Then, click to display the Import page:

2. If you manage multiple organizations, select the desired organization from the Organization list.

3. Upload the file containing the contributions and Pledges to ParishSOFT Offering. To do this, complete these steps:

1. Click .

2. In the Open window, navigate to the location where you saved the .csv file. Select the file, and then click .

The name of the file appears to the left of the Browse button. A green bar shows you the progress of the upload.

The system processes the file, and then does one of the following:

• Displays the Import Summary page if it can successfully read the contents of the file. You can use the summary to verify that the contents of the file are correct before importing it.

The summary includes information only from records in the funds you have permission to access.

OR

• Displays an error message or warning if it detects a problem with the file.

4. Do one of the following:

• If the Import Summary page is displayed, complete Steps 4a - 4d below:

1. Review the summary information to make sure it is correct. Do one of the following:

• If the information is correct, go to Step 4b.

• If you uploaded the wrong file, click . Then, repeat Step 3 to upload the right file.

2. The system creates a batch record and gives it a name, which is shown in the Batch Name field. Make note of the record's name. After the file is imported, the system places it on the Batch Management page where you view its details.

3. Do one of the following:

• If you want to change the name of the batch record, type a new name in the Batch Name field.

• If you do not want the change the name of the batch record, go to Step 4d.

4. Under Anonymous Contributions, a message is displayed that lets you know whether the file contains anonymous gifts. Do one of the following:

• If the file contains anonymous gifts, click in the Family Name field. Select the name of your organization's anonymous (fictitious) family. In the Family ID field, the system automatically enters the family DUID associated with the family you selected.

If you have an anonymous or fictitious family (in Family Directory) set up to receive anonymous gifts, select the name of that family from the list. If you don’t see the name, select (Search for an Existing Family) to locate the family.

If you do not have an anonymous or fictitious family set up in Family Directory, you can quickly create one by selecting (Add New Anonymous Family).

If you want to remove the name of a family from the Family Name list, click .

• If the file contains no anonymous gifts, go to Step 6.

OR

• If an error message is displayed, go to this topic for information about how to resolve the error:  How to Resolve Errors for Contribution Imports from Non-ParishSOFT Systems. Fix the problem. Then, come back to this procedure, starting at Step 4 to upload the file and retry the import.

5. Click .

The system processes the file and attempts to import records into ParishSOFT Offering. When processing completes, the system displays the Import Summary:

The summary includes details about the import, including the name of the import file, the number of successfully imported records, the total dollar amount of contributions in the file, and the reasons why the system failed to import certain records in the file.

6. Take one of the following actions:

• Click  to import another file.

• If the Import Summary indicates that the import was less than 100% successful, click PDF or CSV to view the import report. Fix the errors identified in the report, and then re-import the file. If the file contains contributions with external contribution IDs, re-importing the file will result in duplicate records. We recommend that you delete any duplicate records.

• Exit the summary. To do this, simply go click a button (for example, Batches or Reports) to go to another area of the application or click SIGN OUT to exit the application.

Related Topics

About the Import Page

How to Resolve Errors for Contribution Imports from Non-ParishSOFT Systems

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