You can import a CSV file of people data into Planning Center People. Once imported, all of your subscribed applications (Giving, Registrations, Check-Ins, etc) will be able to access those people and information.
Planning Center has a list of accepted fields, but if you have custom data for your people in that CSV, you might need to add custom fields, so there's a place to put all the data you are trying to import. Ensure there's a place in Planning Center People for all that data before importing the CSV.
If you already have some people that exist in Planning Center, you can still complete the import. If the person's first name, last name, given name, and name suffix match the record already on file, the system will recognize the duplicate and update their information instead of creating a new person.
Follow the steps in our Importing article to import people.
Currently, there is no way to automatically import donation history or giving data of any kind.
We are working on a feature that allows the import, but until that feature is created, you have three options:
- When you make the switch to Giving, issue two end-of-year statements to you donors: one from your old system and one from Giving. If you can export a record of past donations from your old system, you can keep this as a record outside of Giving.
- Create a payment source for your old system, and manually enter donations in batches as a lump sum for overall giving for each donor or itemized donations for each donor.
- Build an integration between your current system and Planning Center Giving using the open API.
Attendance is taken in Check-Ins, but there's not a way to automatically import attendance. Create events and add past check-ins to each session one by one. You can also add general attendance numbers to Headcounts.
There's not a way to add past attendance from any group events.
Events exist in Resources, Registrations, Check-Ins, Groups, and Services. None of the applications allow you to import events because an event can have multiple repeating patterns.
Any event you want to have in the database must be created in the appropriate application.