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Online Giving Integration & Import/ExportDiocese of Fargo
October 12, 2021
Cristina Pepper, Software Trainer
Agenda
Predictable Income
Ways to Communicate
Events
Export
Family Suite
Data Export
File Format
Last 10 Exports
Reports
Forms
RE Registration
Mass Intentions
Prayer Requests
Tickets/Raffle
Luncheon’s
Medical Release
Volunteer Form
T-Shirts
Workshops
Soup Dinner
Contact Us
Ice Cream Social
Media Release
Form Manager
Registration
Basic Field Sets
Short Text Long Text CheckboxesRadio
ButtonsDropdown
Date Numbers Letters File Upload Digital
Signature
Field Sets
• Basic
• Person
• Signup Slots
Static Content
• Section Header
• Static Content
• Divider
• Empty Space
Contact Info
- Person’s Name
- Phone Number
- Address
Payment Field Sets
• Base Amount
• User Amount
• Item Checkboxes
• Item Radio Buttons
• Item Dropdown
• Fund Dropdown
• Amount Buttons
• Calculated Amount
• Adding a Fund Goal Progress Bar
Religious Education
Religious Education
Custom Data Export
Navigate to your manager dashboard. Click on
Settings Gear Symbol(top banner) and click
Data Export.
Click on Select Profile and choose from the list provided or select
Custom.
Build your custom formula by inputting
preset data fields (listed below) into the Formula
field.
Click Save!
Choose your Transaction Type, Start Date, and End
Date.Click Export Data!
Your data will be downloaded as an Excel
or CSV file.
Import – Donor Profiles
Import – Giving History
Import – Recurring Gifts
Integration with Family Suite