> ## 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.

# Setup Options

> Giving setup options for matching, payment source, and batch

The Setup step saves options on the current giving batch.

## 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.