ParishSOFT Export

ParishSOFT Transactions Export

If you use ParishSOFT, a custom transactions export is available on the Giving > Transaction page. This custom export allows you to easily import your transaction data into ParishSOFT.

To access the export, go to Giving > Transactions and select the "ParishSOFT" dropdown under the transactions list. 

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 an aware3 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 aware3 payment type

      • Credit => "CC"

      • ACH => "DD"

       

  • Pledge Type

    • Description: mapped from the aware3 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

    • This field is always blank

  • Description: This is either the gift ID of a one-time gift, or 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')

File Title: "aware3-PS-contribution-YYYYMMDD"

Fields

  • 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, or 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 Aware3 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).

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