Ministry Platform (MP) Resources

Margaret Kappel (Project Manager)
Callie Ball (Database Coordinator)
Patti Panizza (Implementation Lead)
Mike Perales (PDS Data Specialist)

Help keep your data clean! Review the “Checklist” items and prepare for end of year statement season. Clean data in, clean data out!

Data Standardization

• How to add/edit Families in MP
• Sacraments
• The Basic Records in MP
• Marital Statuses in MP
• Divorce/Separation Best Practices
• How to Decease Members in MP
• Family Status Guidelines

Merging duplicate families within your parish

• Procedure for working duplicates: Duplicates Within Your Parish

 
Resolving NCOA Notifications

• Procedure for updating family records with their new address: NCOA Address Validation Guide

Running Fix Views to clean up existing data

• “Fix Views” link to clean up data: On Contacts page
• Procedure on how to clean up your Fix Views data: Using Mass Assign for Fix Views

 
Assigning registration status to your parishioners

• Tips on assigning registration status to your parishioners
• Using Activity Log to determine Active Status. Fix: Active Status Clean Up

Please note that at this time, the only fully integrated e-giving vendors with MP in our Diocese is GiveCentral and Vanco. 
 

• Importing from Venmo into MP
• CSV File Format Import to MP Guide - PDF
• CSV File Format Import to MP Tutorial - Video
• Assigning Default Contacts to Donor Tutorial

Below you will find curated hands-on learning activities for new MP users. MP Academy is a website run by MinistryPlatform(MP) that has a collection of resources for you. Check out upcoming live webinars, recorded past webinars, eLearning courses, and more by following the links below!

MinistryPlatform (MP) Beginner Tracks

• Beginner Track 01 - Introduction
• Beginner Track 03 - Communications
• Beginner Track 02 - Data Entry 
• Beginner Track 04 - Groups and Events

MinistryPlatform Financial Tracks

• Financial Track 01 - Donation Processing
• Financial Track 02 - Financial Reporting