Person Matching Options
Create a Missing Person
When enabled, Port creates a new Planning Center person if matching fails.Use Remote ID
Visible only for providers that define a remote/person ID column.When enabled, Port attempts remote ID matching before phone/email/name matching.
Strict Matching
Controls how phone/email/name matching behaves:On: phone/email matches must also satisfy strict first/last-name checks.Off: allows broader matching behavior, including a final name-only attempt.
Payment Source
You must select an existing payment source or create one.- Payment source helps identify import origin in Planning Center.
- You can create a source name and choose its source type in Setup.
Source Type Impact
For non-donor source types, Port forces imported donations to tax-deductible mode at batch processing time to fit Planning Center import constraints.Batch
You must select or create a Planning Center batch.- Committed batches are filtered out from the selectable list.
- New batches can be created directly in Setup.