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Donor Reassignment moves selected donations from one Planning Center person to another.

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Workflow

  1. Select a Source Donor.
  2. Port loads that person’s donations.
  3. Select a Target Donor.
  4. Choose donations and confirm reassignment.
  5. Watch per-donation progress and final summary.

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Reassignable vs Not Reassignable

Port splits donations into two lists:
  • Donations to Reassign: donations whose payment source name is not Planning Center.
  • Not Reassignable: donations whose payment source name is Planning Center (built-in source; API does not support reassignment for these).

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Processing Model

  • Reassignment is processed donation-by-donation.
  • Each selected donation gets a status: pending, processing, success, or error.
  • Partial success is possible.

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Requirements

  • Active Planning Center OAuth connection
  • Valid source and target people selected in the UI

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Tips

  • Reassign a small sample first when cleaning up large donor histories.
  • Review the not-reassignable list before running the operation.