home

PDS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Import Fund Information

Fund Import Field Information

Key/Env Number

Use this Key from Import File
This value connects the contribution to the family or member. For Where is the Import Key in PDS?, select an option to match this key to the corresponding value in your program:
  • Family/Member ID/Envelope Number—Match contributions to family or member records using the PDS Family or Member ID/Envelope Number.
  • Family 2nd ID Number—If you have 2nd ID numbers set up in your PDS Office program, match contributions to family records using this value.
  • Family Unique Identifier—Match contributions to family records using the unique, internal number Fam Unique ID assigned to each family by the program. If you select this option, you must use an export report with the Family Unique ID field as your import file.
  • Family Key—Match contributions to family records using the value you selected as the Family Key.
  • Member Unique Identifier—Match contributions to member records using the unique, internal number Mem Unique ID assigned to each member by the program. If you select this option, you must use an export report with the Member Unique ID field as your import file.
  • Member Key—Match contributions to member records using the value you selected as the Member Key.
Assign contribution to member
If you select to match the key to the PDS Member Key or to the Member Unique Identifier, you can associate the contribution to a specific family member.
The Fund Number is in a Column in the Import File
If you're importing multiple funds from a single import file, select this option. You'll be able to select the corresponding column that contains the fund number on the Contribution Details tab.
Select the Fund to use in the Drop Down Field Below
If you're importing a single fund, select this option. Then, select the appropriate fund number from the drop-down menu. The fund information display in the grid for your reference.

Contribution Details

Fund Number
Only displays if you're importing multiple funds and selected The Fund Number is in a Column in the Import File on the Key/Env Number tab.
Transaction Date
Only dates formatted as MM/DD/YYYY are recognized.
Activity Name
CAUTION: The selected fund's activity name must already be set up in your PDS Office program in order for this information to import correctly.
Batch
You can select whether to import the batch number from your file or to automatically assign the next available batch number in the program.
Church_Office
Formation_Office
Reuse
portal

Last updated: July 10, 2024