Planning Center Migration Tool

Move to Planning Center without losing a record

Years of giving history. Hundreds of pastoral notes. Thousands of group memberships. Port moves all of it to Planning Center — clean, complete, and validated before a single record imports.

Start Your ImportTalk with Our Team

Why migrations go wrong

Most churches lose data they didn't know they could keep

Planning Center doesn't have a native import path for everything you've built. So churches either leave years of history behind, or spend weeks wrestling spreadsheets — and still end up with gaps.

Problem

Your old system exports data in fragments

Exports split across multiple files. Required fields missing. Donors, notes, and pledges scattered across spreadsheets that don't talk to each other. Planning Center's import tools weren't built to handle that complexity.

See how Port fixes this
Your old system exports data in fragments

What Port handles

Every piece of your church's history — moved with precision

Port handles the four data types that Planning Center's native tools can't import on their own.

Giving History

Donor records, contribution history, fund assignments, and payment methods — transferred with accuracy so your year-end statements are clean from day one in Planning Center.

Pastoral Notes

Years of care records, follow-up history, and pastoral notes move with each profile. Nothing gets left in a system your team no longer has access to.

Pledges

Active and historical pledge commitments import correctly — matched to the right donor, the right campaign, and the right fund. Building fund commitments and annual stewardship pledges both handled.

Group Memberships

Small groups, ministry teams, and volunteer rosters transfer intact — with member and leader assignments preserved. Your community structure is ready to go in Planning Center on launch day.

The Process

How to import your data to Planning Center in 4 steps

01

Export your giving, groups, notes, and pledges

Port's documentation walks you through exactly which reports to export and what fields Planning Center requires.

  • Clear, church-friendly instructions
  • Covers giving, groups, notes, and pledges
  • No trial-and-error downloading reports you don't need

You'll know exactly what to export before touching a single spreadsheet.

02

Upload your files to Port's drag-and-drop interface

Once you've exported your data, simply drag and drop your files into Port.

  • Automatic file validation
  • Helpful, human-readable error messages
  • Zero hidden formulas or spreadsheet gymnastics

Spend less time cleaning spreadsheets and more time leading people.

03

Map and review using Magic Map, Bulk Create, and guided checks

Port's Magic Map feature removes the confusion of aligning your existing funds with Planning Center Giving.

  • Match existing funds to Planning Center funds with one click
  • Bulk Create new funds in Planning Center automatically
  • No tedious guessing or manual setup inside Planning Center

It's fund mapping made simple—and fast.

04

Import directly to Planning Center Giving, Groups, and Notes

Port handles the data that most churches struggle with — group memberships, pastoral notes, and pledges.

  • Group memberships: Teams, small groups, serving rosters—all preserved
  • Pastoral notes: Years of history and care stay with each profile
  • Pledges: Import active and historical commitments correctly

Your ministry history moves with you—not left behind in a legacy system.

05

Two-Way Planning Center Integration

Instead of switching between Port and Planning Center, you can prepare, validate, and import all your data directly from Port.

  • Bidirectional sync between Port and Planning Center
  • Import validation catches issues before they become errors
  • Create missing profiles on the fly without jumping back to Planning Center

It's fund mapping made simple—and fast.

What makes Port different

Built for churches. Built for the data Planning Center can't import on its own.

Port was built by the team at Threefold Solutions — a Planning Center consulting team that has run hundreds of church migrations. Every feature came from a real problem we hit in a real migration.

Magic Map

Match your existing funds to Planning Center Giving in one click. No cross-referencing spreadsheets. No manual setup inside Planning Center. Port surfaces the right match and you confirm it.

Bulk Create

When a fund doesn't exist yet in Planning Center, Bulk Create adds it automatically. What used to take an hour of manual setup takes seconds.

Two-Way Planning Center Sync

Port connects bidirectionally with your Planning Center account. Validate data, catch issues, and create missing profiles without ever leaving Port's interface.

Works with any system

If your current platform can export it, Port can import it. We've handled migrations from CCB, Rock RMS, Breeze, Fellowship One, Arena, Elvanto, PushPay, Tithe.ly, and more. If your system exports to CSV or Excel, Port can work with it.

Guided support at every step

Our comprehensive documentation guides you through correctly exporting data from your current system. Once you've got your data, Port takes care of the rest, making your migration a breeze.

Reduce Duplicates

Our comprehensive documentation guides you through correctly exporting data from your current system. Once you've got your data, Port takes care of the rest, making your migration a breeze.

Supported systems

Works with 21 systems out of the box

Port ships a purpose-built parser for each of these, so your export is understood on upload instead of reshaped by hand. Coming from something else? Open Import handles any system that produces a CSV.

Pricing

Choose what you need to move

Each plan gives you 180 days of access and unlimited imports for that data type. Most churches finish in 30 days — the extra time is there if you need it.

Everything Bundle — $999

All four data types. One purchase. The best option for churches doing a full migration off their current system.

What's Included

  • Unlimited giving imports
  • Unlimited group membership imports
  • Unlimited note imports
  • Unlimited pledge imports
  • 180 days access
  • 24-hour support response

Bundle & Save

$999

180 days access

Get Started

The simplest way to import your data to Planning Center.

Giving

Most Popular

Import unlimited donations to Planning Center.

$499

180 days access

Get Started
  • Unlimited donations
  • Donor records and giving history
  • 24-hour support response time

Group Memberships

Import unlimited group memberships to Planning Center.

$249

180 days access

Get Started
  • Unlimited group memberships
  • Member and leader assignments
  • Small groups, teams, and rosters
  • 24-hour support response time

Notes

Import unlimited notes to Planning Center.

$249

180 days access

Get Started
  • Unlimited notes
  • Pastoral care records
  • 24-hour support response time

Pledges

Import unlimited pledges to Planning Center.

$99

180 days access

Get Started
  • Unlimited pledges
  • Active and historical commitments
  • 24-hour support response time

Each purchase allows the user 180 days to import their data. If more time is needed, please contact us at info@port.church.

Looking to import data monthly?

Our support team would love to talk with you and set you up with a custom plan to help you to continue to import your data month over month.

Contact us

Resources

Prepare before you move

Free guides to help you plan your migration.

5 min

Powerful Features That Make Migration a Breeze

Every Port feature exists to solve a real problem churches hit when moving complex data into Planning Center — no technical expertise required.

5 min

A Step-by-Step Import Experience Built for Churches

What a Planning Center migration actually looks like, start to finish — what to export, in what order, and how to verify it landed before you commit.

View all

What churches are saying

Churches trust Port with the data they can't afford to lose

“Port's real-time interface amazed me - I watched batch numbers update instantly as I made changes. Incredibly smooth!”

Lavon Lewis

“Whatever Threefold makes is amazing! Their customer support is the best.”

Ruth Jones

FAQ

Answers to your migration questions.

Will Port handle everything?

Yes. Port imports giving, groups, notes, and pledges. If your old system exports it and Planning Center accepts it, Port moves it cleanly. No data left behind.

Do I need to be technical?

No. Port guides you step by step. Export checklists show you what to do. Validation catches errors before they matter. Support is 24 hours away if you get stuck.

How long does it take?

Most churches finish in 30 days. You have 180 days of access, so there's no rush. Extend if you need to. We've seen migrations take anywhere from two weeks to four months depending on data size and complexity.

Can I import multiple times?

Yes. The Everything Bundle includes unlimited imports for 180 days. Test runs, corrections, and full migrations all count. Standalone plans also allow multiple imports within your access window.

What if something goes wrong?

Port validates everything before import. Errors are caught and explained in plain language. Our support team responds within 24 hours. If data doesn't look right, you can fix it and re-import without penalty.

Still have questions?

Our team is ready to help.

Contact us