What You See
- Your funds: distinct fund names detected from import rows
- Planning Center funds: funds available in your connected account
- Excluded funds: non-deductible/ignored funds not being imported as deductible donations
Mapping Methods
Magic Map
Attempts case-insensitive exact name matching between your funds and Planning Center fund names.Manual Mapping
Drag each fund from Your funds to a Planning Center fund.Saved Fund Mappings
You can save a mapping template and reapply it on future imports.Create, Rename, and Delete Funds
From the Planning Center funds panel, you can:- Create one or many new funds
- Rename existing funds
- Delete existing funds
Excluding Funds
Funds can be moved to Excluded funds when they should not import as deductible donations.Completion Requirement
The Next button becomes available when:- All deductible funds are resolved (mapped or excluded), and
- At least one mapping to a Planning Center fund exists.