Before you start integrating Giving with ParishSOFT Family Suite, there are a few things you need to do:
- Starting in the ParishSOFT Family Suite Offering module, get your Fund ID numbers. Fund List with Fund IDs. You will soon want to add those to your Giving funds in the Fund Code field How to edit funds in Giving
- Still, in the Offering module in the left menu choose Settings, check the box Allow multiple funds per batch and save the change, otherwise, the integration will create a separate settlement batch for each fund.
- Now in Giving, check to see if envelope numbers are turned ON. You can tell whether envelope numbers are enabled in Giving when you go to your Donors list. You will see a column with the header "Env #."
Important: If you do not see that column, open a donor record. If the "Envelope Number" field is not available in a donor's profile, you will need to contact support to enable it for either administrators only or for both administrators and parishioners.
- Once you have envelope numbers enabled, ensure that each donor with an envelope number in Family Suite has it listed in their giving profile (see 'How to update or change donor envelope numbers in Giving'). Once the integration is enabled, the envelope number helps match the donor record to the family record in Family Suite.
- Enter the URL for your ParishSOFT Family Suite Site and your Family Suite OrgID into the ChMS login credentials field of the giving site. Click Save Credentials. If you encounter an error, please contact support to obtain the correct URL.
- On the next page, add one fund mapping to start (How to map funds in Giving) and once you have one fund mapped, click "Enable ParishSOFT Integration." Carry on mapping the remainder of your funds.
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- A default fund is not required nor recommended
- If you make changes to any fund names after creating fund mapping, you must delete the fund mapping for that fund and redo it. You will also need to update all auto-donations tied to the updated fund (How to Update Auto-Donations with Changes Made to a Fund).
- Check your Sync Errors Report regularly to clear sync errors (Identifying Errors in the ChMS Sync Errors Report and How to Correct Sync Errors).
How Giving Integration transactions are recorded in ParishSOFT
Donor Integration - how the software knows to which record to assign the donation
If a family/member record has previously been matched with a Giving donation, the family/member ParishSOFT Family Suite (PSFS) DUID will often be populated in the Giving Site's Match Profiles area, and all future donations from that family/member will automatically post to their Family Suite record based on the match that is made in the giving site (and displayed in the Match Profiles area). "Batches" will come in with a status of 'integration.' The Giving system will match records or suggest matches to records based on the following: First Name, Last Name, and Email. Once all transactions in the Giving batch have been matched, the DMO batch will be closed.
Looking for more help? Visit the ParishSOFT Knowledge Base for additional resources.
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