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Port is a web app for moving church data into Planning Center with guided, import-specific workflows.

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What Port Handles

  • Giving imports from supported providers (and Open Import)
  • Group membership imports via template
  • Notes imports via template
  • Pledges imports via template
  • People Splitter for breaking large people CSV files into household-based files

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Core Workflow Pattern

Most imports follow this pattern:
  1. Choose an import type/provider.
  2. Configure import settings when applicable.
  3. Upload your file (.csv, .xls, or .xlsx, max 50 MB).
  4. Let Port process rows.
  5. Resolve unresolved rows on the review screen.
  6. Complete the import.

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Giving-Specific Features

Giving imports include additional steps:
  • Setup options for person matching
  • Payment source and batch selection
  • Fund mapping (including Magic Map and saved mappings)
  • Refund handling (auto where possible, manual CSV fallback where not)

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Provider Coverage

Giving supports multiple providers. See Provider Index for current capabilities and required columns.

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Authentication and Connections

  • You sign in to Port first.
  • You then connect Planning Center using OAuth during onboarding or in Settings.