Donor Numbers Import Overview

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

Prerequisites

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

Workflow

In Import Home, choose Donor Numbers.
Download the donor numbers template.
Fill the template.
Upload your file (.csv, .xls, .xlsx; max 50 MB).
Wait for upload processing.
Resolve unresolved rows on the Import screen.
Complete the batch.

Donor numbers import does not include a separate setup-options step.

Template Columns

Column Name	Required	Notes
First Name	Yes	Used for person matching.
Last Name	Yes	Used for person matching.
Donor Number	Yes	Must be a positive integer.
Remote ID	No	Must be unsigned integer when provided.
Email	No	Improves matching.
Phone Number	No	Improves matching (normalized internally).

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.

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.

Notes Import

Groups Import

Pledges Import