Importing Donations – Getting Started

Hey! I’ve put together a “check list” of everything you need before you get started migrating your donations. Just follow the bullets below and when you’re ready, purchase a license for our tool. If you have any questions, just reach out to me using the chat box in the bottom left. I’m happy to answer any questions I can when I’m available.

• If you haven’t yet, import your people into Planning Center People. I highly recommend using the remote_id column on the people import tool they provide – it allows you to import use your old systems person identifier making it much faster and guaranteeing accuracy when using our tool. Click here to read about importing people.
• Ensure you’ve established and set up your Planning Center Giving Account.
• Make sure you’ve set up you’re funds and payment source – I recommend naming your payment source you’re old system so you know where the donations came from (e.g. FellowshipOne, Church Community Builder, Arena, etc…).
• Once you’ve done that, just export your contributions from your old system. If you need help exporting, we have some instructions for a couple different systems listed here. The fields that are required are:
  • At least one identifier column (but we recommend all if possible).
    • remote_id
    • Email address
    • Phone number
  • First name
  • Last name
  • Fund
  • Type (e.g. online, credit card, cash, check, etc…)
  • Amount
  • Date received
  • Fee (optional)
  • Campus (optional)
  • Label (optional)
  • Check number (optional)
• Download the PCO Giving Import Tool and then purchase a license. 
• Head on over to the user guide for help on using our tool.