Load Data from Realm
DioOffice can load family/member information from parishes that use Realm. Unlike in other data transfers, parishes don't need to 'push' the data to your diocese.
Set Up Web Service Information
Your diocese will be assigned a Realm ID for using this process. Email our Diocesan Support team to get your ID.
Once you have your Realm ID, enter it in your web service information.
Add Realm Site IDs
For each parish that uses Realm, add the Realm Site ID to the record in DioOffice. This will be used to link the Realm account once the parishes authorize the connection.
Get Parishes to Authorize the Connection
Each parish must allow your diocese to pull their data within Realm. Contact your parishes and have them authorize the connection in Realm.
In Realm, the parish can go to , and select the option to sync profile field information to your diocese.
Attach Parishes to Realm Sites
Once the connection is authorized with each parish, you can attach each site.
- On the Parishes & Facilities tab, click Parishes & Facilities.
- Locate the parish that uses Realm.
- In the navigation menu, click Password.
- Click Attach to Realm.
- Repeat this for each parish that uses Realm.
Load Realm Data
Once you link all your sites to Realm, you can load the data. Use the family/member sync process, and click Yes when prompted to refresh Realm data.
Note that you cannot send data back to Realm, so the options to Send Data To Parish and Both Get and Send Data will not be available for Realm parishes. You can select either Do Nothing or Get Data From Parish.