Groups Import Overview

Groups import uses a template-based workflow (provider code: template) for creating Planning Center group memberships.

Prerequisites

Groups import does not have a separate setup-options step like giving.

Column Name	Required	Notes
Group Name	Yes	Must match an existing Planning Center group name (case-insensitive).
Role	Yes	Must resolve to `leader` or `member`.
Full Name	Conditional	Required unless both First Name and Last Name are provided. Supports `Last, First` and `First Last`.
First Name	Conditional	Required with Last Name unless Full Name is provided. Used for person matching.
Last Name	Conditional	Required with First Name unless Full Name is provided. Used for person matching.
Remote ID	No	Must be an unsigned integer when provided.
Email	No	Improves matching.
Phone Number	No	Improves matching (normalized internally).
Joined At	No	Parsed using supported date formats.

For groups batches, Port processes matching with:

You can still create a person manually from the Import screen per unresolved row.

Each valid row creates or confirms a membership in Planning Center with: