Planning Center (https://www.planningcenter.com/services/) is a powerful tool that helps churches organize services, schedule volunteers, and more.
The problem churches can face when using Planning Center along with a church management system is that they end up having to maintain two databases. One database for people within Planning Center and the other for people within their church management system.
Breeze looks to solve this by integrating with Planning Center so that changes made to people within Breeze are reflected within Planning Center. Breeze will not put all of your people into Planning Center, rather you can decide who gets synchronized and who does not. (Planning Center's pricing model is based on the number of people in your Planning Center database, so we won't add anyone unless you tell us to add them.)
The integration syncronizes with Planning Center's "People" module so that all other Planning Center modules can use the data.
How to Connect Your Planning Center Account with BreezeTo connect to your Planning Center account from Breeze:
- Navigate to "More > Planning Center Online."
- Click the "Connect to your Planning Center Online Account" button.
- If not logged in, log in with your Planning Center username and password.
- You will be prompted to allow Breeze to access your Planning Center account. Grant Breeze access.
- You're connected! See "Synchronize" below for how to use the integration.
How to Synchronize Breeze Profiles with PCO PeopleOnce you connect your Planning Center account, you'll see a list of all of the individuals in your Planning Center People module within Breeze. You are then able to select which person or people you'd like to synchronize.
- Click the unlink icon () icon to the right of a name you'd like to synchronize.
- Select whether or not you're synchronizing this person with a New Person* or Existing Profile in Breeze.
- Save the changes.
When the Breeze profiles of synced individuals are updated, Planning Center will automatically update as well.
How to Add Someone to PCO from Breeze
If you have someone in Breeze that you'd like to put in Planning Center's People module, have no fear, we've made it simple! All you have to do is navigate to:
- More > Extensions > Planning Center Online
- Search for the person's Breeze profile
- Select "Add Person to Planning Center"
That's it! With the click of a button, they are synced and added to Planning Center.
What Information is Shared with PCO
The list below represents the profile information that Breeze will automatically update in Planning Center Online:
How to Disconnect Your PCO Account from Breeze
To disconnect Planning Center from Breeze:
- Navigate to "More > Extensions > Planning Center Online."
- Click "Disconnect" in the bottom right.