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

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Prerequisites

  • Connected Planning Center account (setup guide)
  • Active Pledges product subscription (billing)
  • Existing pledge campaigns in Planning Center

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Workflow

  1. In Import Home, choose Pledges.
  2. Download the pledges 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.
Pledges import does not include a separate setup-options step.

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Template Columns

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Person Matching Behavior

For pledge batches, Port uses:
  • ShouldUseRemoteID = true
  • ShouldStrictMatchPerson = true
  • ShouldAutoCreatePerson = false
You can still create a person manually from unresolved rows in the Import screen.