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

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Prerequisites

  • Connected Planning Center account (setup guide)
  • Active Notes product subscription (billing)
  • Existing note categories in Planning Center (used for category validation)

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Workflow

  1. In Import Home, choose Notes.
  2. Download the notes 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.
Notes import does not use a separate setup-options step.

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Template Columns

Column NameRequiredNotes
Note CategoryYesMust exactly match an existing Planning Center note category name.
First NameYesUsed for person matching.
Last NameYesUsed for person matching.
NoteYesNote body text.
Remote IDNoMust be unsigned integer when provided.
EmailNoImproves matching.
Phone NumberNoImproves matching (normalized internally).
Created ByNoAppended to the note body as Created by: ....
Created AtNoParsed using supported date formats.
Updated AtNoParsed using supported date formats.

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Person Matching Behavior

For notes batches, Port uses:
  • ShouldUseRemoteID = true
  • ShouldStrictMatchPerson = true
  • ShouldAutoCreatePerson = false
You can still create a person manually from an unresolved row on the Import screen.