> ## 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.

# Giving Import Overview

> Current giving import workflow and behavior

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

## Prerequisites

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

## 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.

## 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)

## 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.

## 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.

## Provider Differences

Provider schemas and capabilities vary. See [Choosing a Provider](choosing-a-provider) for help selecting the right one.