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Giving import is a provider-based workflow that parses rows, maps funds, resolves person-matching issues, commits to Planning Center, and handles refunds.

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Prerequisites

  • Active Giving subscription (or Everything Bundle)
  • Active Planning Center OAuth connection
  • A supported provider file (or Open Import template)

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Current Workflow

  1. Choose a giving provider.
  2. Configure Setup:
    • Person matching options
    • Payment source
    • Batch
  3. Upload your spreadsheet.
  4. Wait for file processing to finish.
  5. Map funds.
  6. Resolve unresolved records on the import screen.
  7. Move through refunds flow.
  8. Complete.

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What Gets Imported

Each row can include:
  • Donor identity fields (name, email, phone, remote/person IDs depending on provider)
  • Donation details (amount, fund, date, method, check/reference)
  • Optional context (campus, labels, payment source, provider-specific extras)

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Person Matching Model

Port attempts to match people in this order:
  1. Explicit person id if provided
  2. Cached external reference matches from prior imports
  3. Planning Center matching logic (remote ID if enabled, then phone/email/name rules)
  4. Person creation (if enabled)
Unmatched rows are surfaced as unresolved for manual review.

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Refund Model

  • Refunds are detected by parser logic (commonly negative amounts; some providers use status fields).
  • Some refunds are auto-processable in Planning Center.
  • Non-auto refunds are exported as refunds-<batch-id>.csv for manual handling.

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Provider Differences

Provider schemas and capabilities vary. Use: