> ## 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.

# Pledges Import Overview

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

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

## Prerequisites

* Connected Planning Center account ([setup guide](/getting-started/connecting-planning-center))
* Active Pledges product subscription ([billing](/settings/billing))
* Existing pledge campaigns in Planning Center

## 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.

## Template Columns

| Column Name     | Required | Notes                                                         |
| --------------- | -------- | ------------------------------------------------------------- |
| First Name      | Yes      | Used for person matching.                                     |
| Last Name       | Yes      | 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).                    |

## 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.