ConnectNow Family Suite Transition Resources

4. Review Transitioned Data

When your data migration is complete, your ConnectNow Family Suite data is available for you to review and validate.

We recommend that you complete the following validation process before you accept your converted data:

  1. Evaluate your ConnectNow data with your ParishSOFT desktop system, along with the reports you'll receive via email, taking care to check the following:

    • Membership and contribution records:
      the Counts Report (sent to you via email) documents the number of registered families, number of active members, number of contributions, etc. in both your desktop and ConnectNow databases.

    • Envelope numbers:
      the Duplicate Envelope Report (sent to you via email) lists any duplicate envelope numbers that have been removed from your database. You may reassign those numbers in the ConnectNow system to the appropriate families.

  2. Notify the conversion team of any conversion questions or discrepancies in your data at conversions@parishsoft.com. Please include your fulfillment tracking number (provided in the email).
  3. Once you are satisfied with the results of the migration, email us your official acceptance of the converted data.