Online Giving Integration & Import/ExportDiocese of Fargo

October 12, 2021

Cristina Pepper, Software Trainer

Agenda

Predictable Income

Ways to Communicate

Events

Export

Family Suite

Data Export

File Format

Last 10 Exports

Reports

Forms

RE Registration

Mass Intentions

Prayer Requests

Tickets/Raffle

Luncheon’s

Medical Release

Volunteer Form

T-Shirts

Workshops

Soup Dinner

Contact Us

Ice Cream Social

Media Release

Form Manager

Registration

Basic Field Sets

Short Text Long Text CheckboxesRadio

ButtonsDropdown

Date Numbers Letters File Upload Digital

Signature

Field Sets

• Basic

• Person

• Signup Slots

Static Content

• Section Header

• Static Content

• Divider

• Empty Space

Contact Info

- Person’s Name

- Email

- Phone Number

- Address

Payment Field Sets

• Base Amount

• User Amount

• Item Checkboxes

• Item Radio Buttons

• Item Dropdown

• Fund Dropdown

• Amount Buttons

• Calculated Amount

• Adding a Fund Goal Progress Bar

Religious Education

Religious Education

Custom Data Export

Navigate to your manager dashboard. Click on

Settings Gear Symbol(top banner) and click

Data Export.

Click on Select Profile and choose from the list provided or select

Custom.

Build your custom formula by inputting

preset data fields (listed below) into the Formula

field.

Click Save!

Choose your Transaction Type, Start Date, and End

Date.Click Export Data!

Your data will be downloaded as an Excel

or CSV file.

Import – Donor Profiles

Import – Giving History

Import – Recurring Gifts

Integration with Family Suite

Thank You!

Cristina Pepper

training@parishsoft.com

ParishSOFT