Making the switch to a new donation platform is a big decision. One of the biggest hesitations we hear from churches considering a switch is that, when they migrate, they can’t bring their donation history with them, leaving them managing two different platforms and donors receiving split year-end statements.

Those are totally real—and fair—concerns. 

That’s why we’re introducing our new import donation history tool! With all of your donation history in Planning Center Giving, this means:

  • Donation records aren’t split between multiple systems

  • Sending year-end statements happens in one place

  • People can see their full donation history in Church Center

Plus, you’ll be able to spot trends across multiple years without toggling between systems. You can even import your donation history without upgrading your Giving account!

Here’s how importing works

The import process is intentionally designed to be simple and straightforward. No need to put on a Steve Jobs turtleneck.

  1. Export a CSV from your previous system. Your giving platform should let you export your data as a spreadsheet file.

  2. Upload and map your columns. In Giving, go to Manage > Import Donations and upload your CSV. The tool walks you through matching your spreadsheet's columns to the right fields.

  3. Review flagged rows. The tool automatically matches existing donor profiles and only flags the rows that need your attention.

  4. Finalize your import. Once everything looks good, Giving creates in-progress batches organized by year, ready for you to review and submit.

If you change your mind about something, or realize there’s an error, you have a two-week window to undo the import. If you need to undo an import after that timeframe, please reach out to our Support team for help.

Import everything at once or slowly, and send single statements

Use this import tool to bring all of your past donations over at once, or use it as needed to move donations in batches. 

  • Using another donation system, but want the giving activity in Planning Center? Import donations from your other system to see people’s donation records next to their attendance, prayer requests, volunteer schedule, and more.

  • In the middle of migration? Import the donations from your other platform and then send a single year-end statement from Planning Center Giving! 

  • Just migrated but still have records from early 2026 in your last system? Import the donations so you can send a complete statement! 

  • Fully moved over to Giving? Bring your records over to have a full donation history you and your congregants can see.

If you have any questions or want a recommendation based on your unique situation, email our support team! We’d love to help you out.

Built—and tested—alongside real churches

This tool is the result of years of listening to churches and learning what they need out of this tool. We’ve run a beta, ensured imports connect accurately to existing People records, and refined the process based on feedback from churches who tried it firsthand.

So if you’re evaluating Giving, or you’ve already migrated but your data is in your former platform, the donation import history tool is ready to help you make the transition.

Check out our demo for basic steps to get started, or visit our help article to learn how to prepare your CSV and manage your settings.

It makes sense to have all of your giving history in one place. Now it can be.

Not ready to make the full leap? Sign up for our Giving promo and get up to 12 months of your subscription free if you’re stuck in a contract with another donation system.