> ## Documentation Index
> Fetch the complete documentation index at: https://docs.port.church/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes Import Overview

> Actual notes import flow, template schema, and matching behavior

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](/getting-started/connecting-planning-center))
* Active Notes product subscription ([billing](/settings/billing))
* Existing note categories in Planning Center (used for category validation)

## 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.

## Template Columns

| 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.                               |

## 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.