Integrating Planning Center Online

This guide will cover setting up SimpleChurch CRM to sync with Planning Center Online.

1. Login into Planning Center Online.

   

2. In SimpleChurchCRM, navigate to Settings > Services, and scroll to the bottom.
3. Click the, “Enabled”, radio button in the PlanningCenter Section.
4. Then, click, “Authorize Access with Planning Center”. You will be taken to Planning Center’s website.

   

5. Check the “authorize access” checkbox and hit, “Save Changes”. You will now be taken back to SimpleChurch CRM.

   

6. Scroll back down to the Planning Center Section.
7. Now, you need to choose the groups that will get synced with Planning Center – When You update anyone in these groups, they will get updated in Planning Center.

   

8. Use the search box to locate groups, and select you choices. They will then appear below in the “Sync Groups” section.

   

9. Lastly, click, “Save”.