Introduction

• Giving imports (provider-based)
• Group membership imports
• Notes imports
• Pledges imports
• People Splitter (household-based CSV splitting)

​

Start Here

• What Is Port?
• Connecting Planning Center
• Billing and Plans
• Your First Import

​

Giving Import

• Overview
• Choosing a Provider
• Uploading Your File
• Setup Options
• Field Mapping
• Fund Mapping
• Reviewing Donations
• Handling Refunds
• Provider Index

​

Other Imports

• Groups Import Overview
• Groups Import Errors
• Notes Import Overview
• Notes Import Errors
• Pledges Import Overview
• Pledges Import Errors
• People Splitter Overview

​

Settings

• General
• Jobs
• Person Matches
• Donor Reassignment
• Billing