A Step-by-Step Import Experience Built for Churches
01. Drag and Drop Uploads That Just Work
Once you've exported your data, simply drag and drop your files into Port.
- Import CSV or Excel files without complex formatting or spreadsheet prep
- Speed up the cleaning process so you can focus on ministry, not manual data entry
02. Magic Map: Make Fund Mapping Pain-Free
Port’s Magic Map button removes the confusion of aligning your existing funds with Planning Center’s structure.
- Match existing funds in your donor data with one click
- Let Port create missing funds in Planning Center automatically
- No manual cross-checking or spreadsheet vlookups required
03. Import Group Memberships, Notes, and Pledges the Right Way
Port handles the data most churches struggle with:
- Group memberships: Import rosters, tags, and membership types accurately
- Pastoral notes: Keep notes linked to people without losing context
- Pledges: Import donors and internal commitments correctly
04. Keep Everything in Sync With Two-Way Planning Center Integration
Importing and syncing happens in real time. Port and Planning Center stay aligned:
- Changes made in Port reflect instantly in Planning Center
- Missing profiles or new funds sync automatically
05. Export the Right Data—Without Overcomplicating
Port guides you through selecting which reports to export from your old system into Planning Center:
- Giving: Check-in and donor records
- People: Groups, notes, and pledges
- No extra spreadsheets or manual data prep required
You can use illustrations for both personal and commercial projects. Example: client’s work, dribbble shots, personal websites, social media accounts, advertising, physical items and so on.
You can use illustrations for both personal and commercial projects. Example: client’s work, dribbble shots, personal websites, social media accounts, advertising, physical items and so on.
You can use illustrations for both personal and commercial projects. Example: client’s work, dribbble shots, personal websites, social media accounts, advertising, physical items and so on.