Notes Import Overview

Notes import is a template-based workflow (provider code: template) for creating person notes in Planning Center People.

Prerequisites

Connected Planning Center account (setup guide)
Active Notes product subscription (billing)
Permission to use existing Planning Center note categories, or to create categories during Map values

Notes import does not use a separate setup-options step.

Column Name	Required	Notes
Note Category	Yes	Match each distinct value to an existing Planning Center category or choose Create to add a category during Map values.
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.
Note	Yes	Note body text.
Remote ID	No	Must be unsigned integer when provided.
Email	No	Improves matching.
Phone Number	No	Improves matching (normalized internally).
Created By	No	Appended to the note body as `Created by: ...`.
Created At	No	Parsed using supported date formats.
Updated At	No	Parsed using supported date formats.

For notes batches, Port uses:

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