This article provides the general requirements for fields that need to be included on a .csv file from ParishSoft to be imported into the system.
The lists below under Non IQ and Export as Tags and Notes contain the general requirements for fields that need to be included on a .csv file from ParishSoft to be imported into the system. This is part of the initial onboarding process for when your organization signs up for Directory.
Non IQ:
- Family notes
- Family member notes
- Family registration date
- Title/Salutation
- Formal Names
- Nickname/Preferred Name
- Religion
- Occupation
- Employer
- Marital Status
- Language
- Maiden Name
- Date of Death
- Home/Mailing/Other addresses
- Primary address
Export as Tags and Notes:
- Do not call (as a note)
- Do not solicit (as a note)
- Publish phone (as a note)
- Publish email (as a note)
- Send no mail (as a note)
- Send contribution envelopes (as a note)
- Workgroups (as a tag)
- Emergency phone (as a note)