Ministry Platform (MP) Training Resources

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

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