Connecting your Mission Pathways application to your ParishSOFT database

These instructions will help you successfully link your existing ParishSOFT database with Mission Pathways. You can get a jump-start on building your people profiles by using your ParishSOFT database as a starting point.

1. You will need two data elements from ParishSOFT:

1. API key for your parish
   
2. ParishSOFT Organization ID
   

2a. Next, log in to the Mission Pathways application. Select Settings.

2b. Select Integrations.

3a. Type in the Organization ID.

  b, Type in API key that you received from ParishSOFT.

  c. Click Test. If the information is correct, you will receive a success message.

4. If the information is incorrect, you will receive this message. Review the information you received from ParishSOFT and ensure the Organization ID and API key you entered is correct. If you still receive a failure message, contact ParishSOFT.

5. Once you have successfully integrated with ParishSOFT, you can begin importing records. The ParishSOFT API is available for The Encounter Module (Session/Retreat) Participants and Volunteers, and the Grow Module (Groups) Participants and Members. The steps below outline the import process for a participant in an Encounter session, but the steps are similar for all of the areas of the application listed above.

6. Go to the Encounter Overview screen and double-click on the desired session.

7a. From the left navigation bar, click participants.

  b. Then, click the quick add button.

8. From the add participant screen, type in the first few letters of the last name of the person you wish to add. All matching records will display. Records from ParishSOFT are indicated. Select the desired record.

9a. If the desired record is a ParishSOFT record, the fields for Last Name, First Name, Phone, and Email are imported from ParishSOFT. Any changes to these fields must be made in ParishSOFT.

   b. Add information to any of the remaining fields if desired. Click Save & Close. To save this record and add another participant, Save & Add New.

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