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Notes errors are either upload-time validation errors or import-time unresolved rows.

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Upload-Time Errors (Fix CSV and Re-upload)

Common upload-blocking issues:
  • Missing required headers (Note Category, First Name, Last Name, Note)
  • Missing category value on one or more rows
  • Invalid category name (category not found in Planning Center)
  • Invalid Remote ID format
  • Invalid Created At or Updated At date format

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Import-Time Errors (Resolve on Import Screen)

Rows can still become unresolved during processing, usually because:
  • No person match found
  • Planning Center API validation errors while creating the note

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Resolution Actions in Port

For unresolved rows you can:
  • Search and assign an existing Planning Center person
  • Create a person from the row
  • Save and requeue the row

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Tips

  • Keep note category names exactly aligned with Planning Center.
  • Include Remote ID, Email, and Phone Number to reduce person-match failures.
  • If upload validation fails, fix the file and upload again (those issues are not fixed on the Import screen).