ParishStaq Implementation Steps
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ParishStaq is the newly selected Church Management Software for the Diocese of Madison. Please follow the steps listed to transition off of our current software tool to this new tool. This tool is a mission focused, easy to use system that has a built in integrated online giving platform. It is centered on how to better minister to our parishioners by tracking members, families, donations, events, religious ed activities, and ministries together while assisting our staff with better work flows so we can understand, engage, and assist our parishioners to grow closer to Christ and his Church. -
First Step: Merchant Application
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Since the new parish Church Management Software functionality includes an integrated online giving platform, to start the process of setting up this new tool, each parish within a Pastorate must fill out a merchant application with ParishStaq's main company called: PushPay. This is to verify each parish's financial and organizational information in order to underwrite the parish and issue approval to accept donations through their online giving tool.
After filling out the form to start implementation at the Diocese to get started, an application will be sent to your designated Business Manager and the information described below will be collected by a Docusign link. Communication from the ParishStaq team will come from the following email: [email protected]
The PDF document below explains each piece of information they will be collecting.
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Online Giving Promotion
Part of the transition to the new CMS is transitioning your existing online givers to the new ParishStaq/Pushpay system. To effectively promote this in your parish, please see the Commuication Plan resources created by the Diocese.
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Data Prep and Clean up
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To efficiently work with ParishStaq and transition our parish's data to their system, the Diocese will be assisting you in pulling multiple queries to send to the vendor the data from our existing ParishSOFT tool. This will 1) help your data to be transitioned quicker and 2) will still allow you to verify and spot check that all data is present in the new tool. If you wish to look through your database for inconsistencies, reference the ParishSOFT Basic Data Check.
After promoting online giving at your parish, please fill out the Data Conversion Checklist seen below. If you have special scenarios please write them down so you can discuss them with the Data Transition specialist during your implementation: Anna Delaney: [email protected]
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Data Transition and Migration- Two Steps
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