Online Giving Import using the BMT
The ParishSoft import supports the "ConnectNow" CSV file format provided by ParishSoft and other third parties like Vanco.
Configuration
- You can match Customer IDs to the Envelope No field of a MinistryPlatform Donor. Any Donor you want to match must have an Envelope Number prior to import. When there is a match during import, the Donation is assigned to the Donor with that Envelope Number. Tip: If the BMT doesn't assign the Donor to the correct envelope number, confirm the Envelope Number matches the Customer ID in the file.
- You can match Fund IDs to the Account Number field of a MinistryPlatform Program. This value should be no more than five alphanumeric characters. Programs should correspond to Fund IDs prior to import. When there is a match during import, the Donation Distribution will have the specified Program.
Import a ParishSoft Batch
Imported Batch Troubleshooting
Any Donations not matched to a Donor during import are assigned to Donor ID #1 "Default Contact" since you must associate every Donation with a Donor. You can reassign these Donations to the proper Donor. Next, assign the affected Donor's an Envelope Number to ensure they match in future imports.
During import, each Donation has the Batch's Setup Date which reflects the date of the first donation in the import file.