Synchronize Diocesan Data with Parish Data
Once you're set up for data synchronization, you can transfer family/member and financial data from parishes via our secure web service.
Sync Family and Member Data
Sync Financial Data
Replace Members in the Diocese
- On the Parishes & Facilities tab, click .
- On the Member tab, select All Member General Information and Remove members that are no longer at the Parish. You can select other options as needed.
- Click Save then Close.
- Click Family/Member - Synchronize Diocesan Data with Parish's Data.
- If you've attached parish Realm sites, click Yes to pull in data from Realm.
- Select the Update Data checkbox to include the parishes whose members you want to replace.
- Select Replace Members in the Diocese. You can select other options as needed.
- Click Next.
- If there are additional changes, you can review them and continue the sync process. Otherwise, click Finish.
Save and Finish Syncing Later
Set Automatic Updates to Sync Overnight
You can schedule automatic updates to transfer data overnight. This way, you're not interrupted during your regular working hours.