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Once you're set up for data synchronization, you can transfer family/member and financial data from parishes via our secure web service. On the Parishes & Facilities tab, click Data Transfer.

   

 To sync family/member data
  1. Click Family/Member - Synchronize Diocesan Data with Parish's Data. The sync wizard opens, searches the data, and displays a list of your parishes.
  2. If you've attached parish Realm sites, click Yes to pull in data from Realm.
  3. Parishes with new data are selected by default. Select Show Only Parishes that have Changed to view only the parishes that have new data since the last sync.
  4. Select or clear the Update Data check box to include or remove any parishes in the list.

    Useful Information

    The Program Version displays the parish's PDS Office version. The Date Parish Synchronized is when the parish last uploaded its data to the web service.

  5. After you select the parishes you want to update, click Next.
  6. If changes are found, you can review them before syncing. For each item in the grid, click in the Action to be Taken column and select an action.

    Tip

    To select the same action for all items, click the arrow beside the Mark All Lines As button, select an action, then click Mark All Lines As.

    • To view the details of an item, select it and click the Details of the Current Item tab. Changes made in another PDS program display in red. Click the arrow column to change whether the diocesan data or the parish data is synchronized. The New/Old column reflects if the change is new (included in the current data sync) or old (included in a previous sync).
    • Click the Edit Diocese tab to edit the current diocesan information. Any changes you make here are saved, even if you exit the process before synchronizing.
    • Click the Edit Parish tab to edit the information received from the parish. Changes you make here are saved once you click Save Changes or complete the process.

  7. After you select an action to take for all items, click Next.

    Tip

    If you don't have time to sync all families, you can update one family at a time instead. Select the family then click Apply Now at the bottom.

  8. Click Start Update to start the transfer.
  9. When the process is complete, click Finish.
 To sync financial data
  1. Click Financial - Synchronize Diocesan Data with Parish's Financial Data. The sync wizard opens, searches the data, and displays a list of your parishes.
  2. Parishes with new data are selected by default. Select Show Only Parishes that have Changed to view only the parishes that have new data since the last sync.
  3. Select or clear the Update Data check box to include or remove any parishes in the list.

    Useful Information

    The Program Version displays the parish's PDS Office version. The Date Fund Synchronized is when the data was last checked by the diocese. The Date Fund Uploaded is when the parish last uploaded its financial data to the web service.

  4. After you select the parishes to update, click Next.
  5. A list of financial information displays. Review the data to be synchronized, then click Next.
  6. Click Start Update to start the transfer.
  7. When the process is complete, click Finish.


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