Templates allow you to save column mappings for future use down the road. While we are constantly trying to provide more templates out-of-box, we may not have one defined for your system. You can create one, and save it for future use.
When adding a new template, we support the following headers. This just tells you what we can actually import and what we can’t. For example, “notes” is a frequently requested field to be imported with donations. Unfortunately, Planning Center doesn’t support importing notes so you won’t see it our supported fields. As a general rule the more columns if not all you can provide the better.
We use these columns to identify who the donation should be attributed to. At least 1 is required, but we recommend you specify all of them if possible.
* indicates a required field. When adding your template, if all required fields are not supplied, you won’t be able to use the template.** need for create new people. If you have the create new people option on, you will need to supply these fields for it to actually create new people.
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