Supported File Types

• XML files (generated from RemitPlus or AR Express only)
• BankOne.txt (various third-party services)
• ParishSoft.csv (various third-party services)

Third Party Setup

Here are some one-time setup steps to automatically match donors and distributions during import:

• Ensure the account number for any MinistryPlatform Program record you want to match with an imported donation is no more than five alphanumeric characters. Also, ensure that this code is in the correct location in the third-party system.
  Tip: Best practice: Copy the program ID generated by the system into the account number field!
• Assign the MinistryPlatform Contact record ID to the imported donor in the correct location in the third-party system.
• If you use envelope numbers, assign the MinistryPlatform envelope number of the imported donor in the correct location in RemitPlus. Donor records must have a unique envelope number in their congregation.