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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

Column NameRequiredNotes
First NameYesUsed for person matching.
Last NameYesUsed for person matching.
Pledge CampaignYesMust exactly match an existing Planning Center campaign name.
AmountYesParsed as currency.
Remote IDNoMust be unsigned integer when provided.
EmailNoImproves matching.
Phone NumberNoImproves matching (normalized internally).

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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.