Your First Import

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Before You Start

• Sign in to Port.
• Make sure billing is active for the import you want.
• Make sure Planning Center is connected.

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Step 1: Choose Import Type and Provider

1. Select the tab (Giving, Groups, Notes, Pledges, or People).
2. Choose the provider/import type.
3. Continue.

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Step 2: Follow the Import-Specific Flow

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Giving

1. Configure setup options.
2. Upload your file.
3. Wait for processing.
4. Map funds.
5. Resolve unresolved rows on the import review page.
6. Handle refunds.
7. Complete.

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Groups / Notes / Pledges

1. Download the Port template.
2. Fill the template.
3. Upload the file.
4. Resolve unresolved rows on the review page.
5. Complete.

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People Splitter

1. Upload a people CSV containing a household ID column.
2. Download the generated split files.

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File Upload Rules

• Accepted formats: .csv, .xls, .xlsx
• Max size: 50 MB
• For .xls/.xlsx, Port converts the first worksheet to CSV client-side before submission

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First-Import Tips

• Start with a small test file.
• Keep headers exactly aligned to provider/template expectations.
• Resolve all unresolved rows before finalizing.