Product User Guide

     

     Hey! If you’re here, it probably means you purchased a license to the PCO Giving Import Tool. First and foremost, thanks for the support! I believe in this tool, but I wouldn’t believe in it without the great feedback you guys send me.

     If you purchased our premium option, you need to go look at the premium page for what your next steps are. 

 

Before you begin

     Before you begin your import, you need to ensure that you’ve imported your people into planning center. Our tool, matches donations from your old system, to donors in your new system using the remote_id, email, and phone number fields. We do have an option to create donors on the fly, but we don’t recommend enabling that option unless you’ve already imported people. For more information on importing people into Planning Center, review the information discussed in this article.

 

Let’s do it

     The information below is written and designed to walk you through each step as you would if you just opened the application. First by activating the app, then by configuring the app with options and set up, and finally by performing the import and resolving any errors.