Pledges Import Overview

Pledges import is a template-based workflow (provider code: template) for creating pledges in Planning Center Giving.

Prerequisites

Pledges import does not include a separate setup-options step.

Column Name	Required	Notes
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.
Pledge Campaign	Yes	Must exactly match an existing Planning Center campaign name.
Amount	Yes	Parsed as currency.
Remote ID	No	Must be unsigned integer when provided.
Email	No	Improves matching.
Phone Number	No	Improves matching (normalized internally).

For pledge batches, Port uses:

You can still create a person manually from unresolved rows in the Import screen.