ParishSOFT Export

If you use ParishSOFT, a custom transactions export is available. This custom export allows you to easily import your transaction data into ParishSOFT.

Download Export

To download the export go to the Giving > Transaction page in your portal. Filter down your list as needed, then click the Download This List button. Select ParishSOFT, then click Submit.

Export Descriptions

Below is a description of each field on the ParishSOFT transactions export.

Export Tab 1 ('Pledge')

• Batch Description\
  • Format: A3-P-YYYYMMDD
  • Example: A3-P-20180901
• Record Number
  • Description: For each Batch Description-matching item, this field increments. For example, if BatchDesc "A3-P-20180909" has 3 items, this value would be "1", then "2", then "3".
  • Format: [integer]
  • Example: 1 | e.g., 1, 2
• Pledge Date
  • Format: MM/DD/YYYY
  • Example: 09/09/2018
• Fund DUID
  • Description: This is the "Custom ID" associated with the Fund (if present).
  • Format: (the value)
  • Example: 4062, 4061
• Appeal ID
  • Always set to "18"
• Family DUID
  • Description: This is the "Custom ID" associated with the Person (if present).
  • Format: (the value)
  • Example: 123
• Pledge Amount
  • Description: This is the total amount value of the series or the amount of a one-time gift. For example:
    • A one-time gift of $25 = "25.00"
    • A pledge series with 10 occurrences of $100, even if only 2 have executed, = "1000.00"
    • An ongoing recurring series with 2 transactions totaling $20 = "20.00"
  • Format: X.XX
  • Example: 100.00, 250.50
• Payment Frequency
  • Description: Mapped from a FACTS frequency to a corresponding ParishSoft character.
  • Mapping
    • One-Time => "O"
    • Monthly => "M"
    • Annual => "A"
  • Format: (single character)
  • Example: "O"
• Amount Enclosed
  • Always "0"
• Check Number
• Initial Payment Type
  • Description: mapped from the FACTS payment type
    • Credit => "CC"
    • ACH => "DD"
• Pledge Type
  • Description: mapped from the FACTS payment type
    • Credit => "CC"
    • ACH => "DD"
• Credit Card
  • This field is always blank
• Card Expiration
  • This field is always blank
• CVV2 (3-digit authorization code)
  • This field is always blank
• Checking Account
  • This field is always blank
• Routing Number
  • This field is always blank
• External Pledge ID
  
  • Description: This is either the gift ID of a one-time gift, the gift ID of the first gift in a series, or a pledge.
• Parish ID
  • Description: This is the Custom ID of a Campus (if set).
• Notes
  • Description: The Note associated with a gift or the note associated with the first gift in a series (if set).

Export Tab 2 ('Contribution')

• Batch Description
  • Format: A3-C-YYYYMMDD
  • Example: A3-C-20180901
• Record Number
  • Description: For each Batch Description-matching item, this field increments. For example, if BatchDesc "A3-P-2018-0909" has 3 items, this value would be "1", then "2", then "3".
  • Format: [integer]
  • Example: 1 | e.g., 1, 2
• Contribution Date
  • Format: MM/DD/YYYY
  • Example: 09/09/2018
• External Pledge ID
  • Description: This is either the gift ID of a one-time gift, the gift ID of the first gift in a series, or a pledge.
• Amount
  • The amount of the individual gift.
• Check Number
  • Always blank.
• External Contribution ID
  • The FACTS gift ID
  • Example: 625000, 625001
• Notes
  • Description: The Note associated with a gift or the note associated with the first gift in a series (if set).
• Family DUID
  • Description: This is the "Custom ID" associated with the Person (if present).
  • Format: (the value)
  • Example: 123

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!