> ## Documentation Index
> Fetch the complete documentation index at: https://docs.port.church/llms.txt
> Use this file to discover all available pages before exploring further.

# Your First Import

> Step-by-step first import workflow in Port

This guide reflects the current app flow.

## Before You Start

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

## Step 1: Choose Import Type and Provider

From the import home screen:

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

## Step 2: Follow the Import-Specific Flow

### 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.

### 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.

### People Splitter

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

## 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

## First-Import Tips

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