Notes Import Overview

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

Prerequisites

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

Column Name	Required	Notes
Note Category	Yes	Must exactly match an existing Planning Center note category name.
First Name	Yes	Used for person matching.
Last Name	Yes	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.