Objective

This article provides step-by-step instructions on how to integrate your Church Management System (ChMS) with your Giving account using ParishSOFT. By following these steps, you will be able to automatically sync donations from Giving into ParishSOFT during batch settlements.

Why Integration Matters

Integrating your Giving system with your ChMS saves time, reduces manual data entry, and ensures accurate financial reporting by importing payments directly into ParishSOFT.

Step 1: Locate Your ParishSOFT Organization ID (POL #)

Before connecting your systems, you’ll need your Organization’s POL Number and ParishSOFT URL.

1. Log in to your ParishSOFT ChMS.
2. Navigate to:
   • Families > Administration > Organizations
3. Select your organization (e.g., Our Lady of the Assumption Church-ITD).
4. Copy the POL # displayed at the top right of the screen.
5. Copy the ParishSOFT URL from your browser’s address bar 
   (e.g., https://yourdiocese.parishsoftfamilysuite.com)

⚠️ If you’re unsure of your ParishSOFT URL, contact your diocesan administrator or Support for assistance.

Step 2: Connect and Configure in Giving

1. In the Giving system, navigate to Settings (gear icon) > Integrations.
2. From the Available Integrations dropdown, select ParishSOFT.
3. Enter the following credentials:
   • ParishSOFT Family Suite URL
   • OrgId (POL # from Step 1)
4. Click Save Credentials.

Once your credentials are saved, you’ll be able to configure your fund mappings.

Step 3: Map Your Funds

1. Go to the Add New Fund Mappings section.
2. For each fund:
   • Select the Giving System Fund
   • Choose the corresponding ParishSOFT Fund
   • Set the Location
   • Set Default Fund to “Yes” if this is your fallback fund
3. Click Add New Fund Mapping to save.

💡 Check out a more in depth article on mapping your funds: Mapping Funds in ParishSOFT Family Suite

Step 4: Optional Configurations

• Anonymous Donor Integration: Automatically creates or maps anonymous donor profiles.
• New Donor Mapping: Automatically creates a new donor record if none exists.

You can toggle these options on or off directly from the integration screen.

FAQs

What if my ParishSOFT Fund List isn’t up to date?

Click Refresh ParishSOFT Fund List in the Giving interface to sync the latest funds.

Do I need to set a default fund?

Yes. We recommend setting one to ensure all donations are properly routed—even if unmapped.

Can I edit or delete a mapping?

Yes. Use the Edit or Delete links beside each mapping.

Updated August 25, 2025 19:27