Integrating with Planning Center Online
ChurchSuite supports a two-way contact sync with Planning Center Online, allowing you to alter contact details in one platform and have those contact details automatically update in the other. ChurchSuite syncs the following fields of data between contacts in PCO "People" and the contacts you select in your ChurchSuite Address Book:
- first name,
- last name,
- email address,
- work telephone.
Before you can enjoy the benefits of this unique feature, you must first integrate Planning Center Online with your ChurchSuite account. Here's how...
Planning Center Online Integration
Begin by heading into the Administrator section and click into the Integrations section. Click the entry marked Planning Center. If this option is not visible on your account, simply drop us a line at firstname.lastname@example.org and we'll enable the PCO integration on your account.
Read the instructions provided and follow the on screen instructions. Click Save and Proceed to move to the next stage. If you need to come away from the integration page, ChurchSuite will remember your progress and return you to where you previously got to when you re-open the Integration.
At Stage 1 you are asked to log in to your Planning Center account. If you do not already have a Planning Center account, you will need to create one before you can move past this point. Once you have an account, log in to continue. You may be asked to Authorize access - click Yes please otherwise the integration will fail.
After successfully logging in you are returned to the Planning Center integration page - all your Planning Centre "People" contacts are listed (their PCO ID and PCO Name). You can now proceed with linking some or all of those PCO People to the corresponding Address Book contact - click Link to contact. At this stage, do not add additional contacts to the list, but click Finish to complete the integration.
You can now go back into the completed integration and optionally search for and select additional Address Book contacts to add to the list. When you are done, click Sync now to have those new contacts added as "People" in Planning Center. A PCO ID will be assigned to those added contacts.
You can Reload from PCO at any time to get an up to date list of Planning Centre contacts. Click Finish when you are done, to return to the Integrations page.
Intended sync functionality
The Planning Center sync won't update the ChurchSuite contact's 'modified time' unless it's actually changing some data for that contact. The 'modified time' is particularly important because it's what ChurchSuite uses to determine which system - ChurchSuite or Planning Center - has the most up to date data.
ChurchSuite syncs with Planning Center once each day. ChurchSuite also makes "live updates" to Planning Center whenever a change is made to a contact in the Address Book - the linked person is actively updated in Planning Center at the same time. This means that when the daily sync comes around, both Planning Center and ChurchSuite should already be up to date with any ChurchSuite edits that have been made in ChurchSuite, and only changes made in Planning Center that have a newer "modified date" will be updated back to ChurchSuite's Address Book.