home

PDS

RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailPDS

Synchronize Your Data

Sync Parish Data with the Diocese

Before you can sync your data, you must have a valid ID for your organization (which is included in the file you make) and Internet access.

With this process, you can transfer your parish information to the diocese or metropolis. You can export mailing names and addresses, and optionally include alternate ID numbers, current addresses, street addresses, alternate addresses, member names, and member birthdays.
Note: If you have the Orthodox version of Church Office, you'll see the term "Metropolis" instead of "Diocese".
  1. On the File menu, click Data Synchronization > Synchronize with Diocese.
  2. On the Internet Connection tab, enter or verify your web service information.
    Note: This information is supplied to you by PDS. If you don't have it, contact PDS Support at 1-877-737-4457.
  3. If you have run this process previously, on the Summary Information tab, you can click View Last Summary and View History of Past Summary to view prior sync information.
  4. On the Family Selection tab, select which families you want to include in the sync.
    Tip: You can click Next within any tab to view and apply changes to the family information.
  5. If your diocese requests your financial data, on the Financial Information tab, select the funds you want to sync.
  6. To check for changes to family data, click Next. If changes are found, you can include or exclude them from the sync. View details on the Details of the Current Item tab. Click Next.
  7. If your diocese requests fund data, select Synchronize Financial Information. Click Next.
  8. Click Start Update to sync your selected information.
  9. Click Finish.

Set Automatic Updates to Sync with the Diocese

You can schedule automatic updates to transfer the data at a specific time interval.

  1. On the File menu, click Data Synchronization > Synchronize with Diocese.
  2. On the Internet Connection tab, verify your web service information is correct.
  3. Click the Automatic Update tab, and select an option for when you want the automatic update to run.
    Note: To use an application outside of PDS, such as Windows Task Scheduler, select Update Using an External Scheduler. Refer to the application's documentation to set up external scheduled tasks.
  4. Select the options to synchronize based on your needs.
  5. Optionally, enter an email address to send a summary to in the event of an issue during the update.
  6. Your changes on this tab are saved immediately. You can close out of the window when you're finished.
Church_Office
portal

Last updated: February 28, 2024