Skip to main content
Back to Migration Guides
PC

Migrate from Planning Center

Export from Planning Center People and import into GraceBase

45-60 minutes0 of 5 steps complete

1

  1. Log into Planning Center at people.planningcenteronline.com
  2. Click on "People" in the sidebar
  3. Select the people you want to export (or use "Select All")
  4. Click the "Actions" dropdown
  5. Choose "Export"
  6. Select "CSV" format
  7. Choose fields to include (we recommend: name, email, phone, address, birthdate, membership)
  8. Download the CSV file

2

  1. Go to giving.planningcenteronline.com
  2. Navigate to "Donations"
  3. Set your desired date range
  4. Click "Export"
  5. Download the CSV file

3

  1. Log into your GraceBase dashboard
  2. Go to "Members" page
  3. Click the "Import" button
  4. Upload your Planning Center CSV file
  5. Review the column mapping (GraceBase auto-detects Planning Center columns)
  6. Click "Import Members"

4

  1. Go to "Donations" in GraceBase
  2. Click "Import Donations"
  3. Upload your Planning Center Giving CSV
  4. Map the columns for donor, amount, date, and fund
  5. Click "Import"

5

  1. Compare member counts between Planning Center and GraceBase
  2. Spot check 5-10 member profiles for accuracy
  3. Verify donation totals match your PCO reports
  4. Generate a test giving statement

Field Mapping Reference

Planning Center FieldGraceBase FieldNotes
first_namefirstNameAuto-mapped
last_namelastNameAuto-mapped
emailemailAuto-mapped - Primary email
phone_numberphoneAuto-mapped
streetaddressLine1Auto-mapped
citycityAuto-mapped
statestateAuto-mapped
zipzipAuto-mapped
birthdatebirthdateAuto-mapped
membershipstatus"Member" → MEMBER

What Migrates to GraceBase

Fully Supported

  • All people records (PCO People)
  • Contact information
  • Giving history (PCO Giving)
  • Custom fields and notes
  • Household relationships

Manual Recreation

  • Service plans (PCO Services)
  • Group structures (PCO Groups)
  • Check-in locations
  • User accounts and permissions

Frequently Asked Questions

Need Help? We'll Migrate For You

Our team offers free white-glove migration assistance. We'll handle everything from data export to verification, ensuring a seamless transition.

Get Migration HelpStart Free Trial
Start Free TrialView Other Guides