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Donor numbers import is a template-based workflow (provider code: template) for assigning donor numbers to people in Planning Center Giving.

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Prerequisites

  • Connected Planning Center account (setup guide)
  • Active Donor Numbers product subscription (billing)

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Workflow

  1. In Import Home, choose Donor Numbers.
  2. Download the donor numbers template.
  3. Fill the template.
  4. Upload your file (.csv, .xls, .xlsx; max 50 MB).
  5. Wait for upload processing.
  6. Resolve unresolved rows on the Import screen.
  7. Complete the batch.
Donor numbers import does not include a separate setup-options step.

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Template Columns

Column NameRequiredNotes
First NameYesUsed for person matching.
Last NameYesUsed for person matching.
Donor NumberYesMust be a positive integer.
Remote IDNoMust be unsigned integer when provided.
EmailNoImproves matching.
Phone NumberNoImproves matching (normalized internally).

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Person Matching Behavior

For donor number batches, Port uses:
  • ShouldUseRemoteID = true
  • ShouldStrictMatchPerson = true
  • ShouldAutoCreatePerson = false
You can still create a person manually from unresolved rows in the Import screen.

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What Gets Imported

Each valid row assigns a donor number to the matched person in Planning Center Giving. The donor number is a numeric identifier used by your organization to track donors outside of Planning Center.