Move to Planning Center without losing a record

Years of giving history. Hundreds of pastoral notes. Thousands of group memberships. Port moves all of it to Planning Center — clean, complete, and validated before a single record imports.

Start Your Import Talk with Our Team

Why migrations go wrong

Most churches lose data they didn't know they could keep

Planning Center doesn't have a native import path for everything you've built. So churches either leave years of history behind, or spend weeks wrestling spreadsheets — and still end up with gaps.

Problem

Your old system exports data in fragments

Exports split across multiple files. Required fields missing. Donors, notes, and pledges scattered across spreadsheets that don't talk to each other. Planning Center's import tools weren't built to handle that complexity.

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Problem

Planning Center has no native import for everything

Giving history, notes, groups, and pledges each require their own workaround — manual entry, Excel formulas, or a consultant rebuilding what you already had. None of it should be this hard.

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Problem

Manual migration costs time and introduces errors

Spreadsheet imports are error-prone. Duplicate records slip through. Relationships between donors and their giving break. Your team spends weeks validating data instead of serving people.

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What Port handles

Every piece of your church's history — moved correctly

Giving History

Donor records, contribution history, fund assignments, and payment methods — transferred with accuracy so your year-end statements are clean from day one in Planning Center.

Pastoral Notes

Years of care records, follow-up history, and pastoral notes move with each profile. Nothing gets left in a system your team no longer has access to.

Pledges

Active and historical pledge commitments import correctly — matched to the right donor, the right campaign, and the right fund. Building fund commitments and annual stewardship pledges both handled.

Group Memberships

Small groups, ministry teams, and volunteer rosters transfer intact — with member and leader assignments preserved. Your community structure is ready to go in Planning Center on launch day.

How to import your data to Planning Center in 4 steps

Export the Right Data—Without Guessing

Port’s documentation walks you through exactly which reports to export and what fields Planning Center requires.

Clear, church-friendly instructions
Covers giving, groups, notes, and pledges
No trial-and-error downloading reports you don’t need

You’ll know exactly what to export before touching a single spreadsheet.

Drag-and-Drop Uploads That Just Work

Once you’ve exported your data, simply drag and drop your files into Port.

Automatic file validation
Helpful, human-readable error messages
Zero hidden formulas or spreadsheet gymnastics

Spend less time cleaning spreadsheets and more time leading people.

Make Fund Mapping Pain-Free

Port’s Magic Map feature removes the confusion of aligning your existing funds with Planning Center Giving.

Match existing funds to Planning Center funds with one clicks
Bulk Create new funds in Planning Center automatically
No tedious guessing or manual setup inside Planning Center

It’s fund mapping made simple—and fast.

Import Group Memberships, Notes, and Pledges the Right Way

Port handles the data that most churches struggle with:

Group memberships: Teams, small groups, serving rosters—all preserved
Pastoral notes: Years of history and care stay with each profile
Pledges: Import active and historical commitments correctly

Your ministry history moves with you—not left behind in a legacy system.

Export your giving, groups, notes, and pledges

Port's documentation walks you through exactly which reports to export and what fields Planning Center requires.

Clear, church-friendly instructions
Covers giving, groups, notes, and pledges
No trial-and-error downloading reports you don’t need

You’ll know exactly what to export before touching a single spreadsheet.

Upload your files to Port's drag-and-drop interface

Once you've exported your data, simply drag and drop your files into Port.

Automatic file validation
Helpful, human-readable error messages
Zero hidden formulas or spreadsheet gymnastics

Spend less time cleaning spreadsheets and more time leading people.

Map and review using Magic Map, Bulk Create, and guided checks

Port's Magic Map feature removes the confusion of aligning your existing funds with Planning Center Giving.

Match existing funds to Planning Center funds with one clicks
Bulk Create new funds in Planning Center automatically
No tedious guessing or manual setup inside Planning Center

It’s fund mapping made simple—and fast.

Import directly to Planning Center Giving, Groups, and Notes

Port handles the data that most churches struggle with — group memberships, pastoral notes, and pledges.

Group memberships: Teams, small groups, serving rosters—all preserved
Pastoral notes: Years of history and care stay with each profile
Pledges: Import active and historical commitments correctly

Your ministry history moves with you—not left behind in a legacy system.

Two-Way Planning Center Integration

Instead of switching between Port and Planning Center, you can prepare, validate, and import all your data directly from Port.

Bidirectional sync between Port and Planning Center
Import validation catches issues before they become errors
Create missing profiles on the fly without jumping back to Planning Center

It’s fund mapping made simple—and fast.

What makes Port different

Built for churches. Built for the data Planning Center can't import on its own.

Port was built by the team at Threefold Solutions — a Planning Center consulting team that has run hundreds of church migrations. Every feature came from a real problem we hit in a real migration.

Magic Map

Match your existing funds to Planning Center Giving in one click. No cross-referencing spreadsheets. No manual setup inside Planning Center. Port surfaces the right match and you confirm it.

Bulk Create

When a fund doesn't exist yet in Planning Center, Bulk Create adds it automatically. What used to take an hour of manual setup takes seconds.

Two-Way
Planning Center Sync

Port connects bidirectionally with your Planning Center account. Validate data, catch issues, and create missing profiles without ever leaving Port's interface.

Works with any system

If your current platform can export it, Port can import it. We've handled migrations from CCB, Rock RMS, Breeze, Fellowship One, Arena, Elvanto, PushPay, Tithe.ly, and more. If your system exports to CSV or Excel, Port can work with it.

Guided support at every step

Our comprehensive documentation guides you through correctly exporting data from your current system. Once you've got your data, Port takes care of the rest, making your migration a breeze.

Pricing

Choose what you need to move

Everything Bundle — $999

All four data types. One purchase. The best option for churches doing a full migration off their current system.

What's Included

Unlimited giving imports

Unlimited group membership imports

Unlimited note imports

Unlimited pledge imports

180 days access

24-hour support response

Bundle & Save

$999

180 days access

Get Started

The simplest way to import your data to Planning Center.

Giving

Looking to import data monthly?

Our support team would love to talk with you and set you up with a custom plan to help you to continue to import your data month over month.

Resources

Prepare before you move

Free guides to help you plan your migration.

4 min

Moving to Planning Center Shouldn’t Put Your Most Important Data at Risk

If you’re searching for “how to import data into Planning Center” or “Planning Center migration help,” you’ve likely hit the same roadblocks

4 min

Meet Port — The Planning Canter Import Tool Built for Churches

Port was originally created by Threefold Solutions to run complex Planning Center migrations for their own clients.

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Churches trust Port with the data they can't afford to lose

“Port's real-time interface amazed me - I watched batch numbers update instantly as I made changes. Incredibly smooth!”

Lavon Lewis

“Whatever Threefold makes is amazing! Their customer support is the best.”

Ruth Jones

FAQ

Answers to your migration questions.

Will Port handle everything?

Yes. Port imports giving, groups, notes, and pledges. If your old system exports it and Planning Center accepts it, Port moves it cleanly. No data left behind.

Do I need to be technical?

No. Port guides you step by step. Export checklists show you what to do. Validation catches errors before they matter. Support is 24 hours away if you get stuck.

How long does it take?

Most churches finish in 30 days. You have 180 days of access, so there's no rush. Extend if you need to. We've seen migrations take anywhere from two weeks to four months depending on data size and complexity.

Can I import multiple times?

Yes. The Everything Bundle includes unlimited imports for 180 days. Test runs, corrections, and full migrations all count. Standalone plans also allow multiple imports within your access window.

What if something goes wrong?

Port validates everything before import. Errors are caught and explained in plain language. Our support team responds within 24 hours. If data doesn't look right, you can fix it and re-import without penalty.

Still have questions?

Our team is ready to help.

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