Using Planning Center Online with Breeze

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    Rebecca Malone

    Can I do a batch import of people from Breeze to PCO?

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    Rob N.

    Hey @rmalone, 

    That's a great question!  As it turns out, you can only do one person at a time.  However, if you just need to bulk import your people, and they're all within Planning Center, you can export a CSV file from PCO and do a bulk import into Breeze.

    Click here for instructions on exporting from planning center. 

    Click here for instructions on bulk importing into Breeze.

    I hope this helps!

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    sstack

    Any plans to support pushing calendar items from Breeze to Planning Center for volunteer scheduling purposes?

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    Emily W.

    Hey @sstack!

    Great question! At this time that is currently not on our development roadmap. However, we are in the middle of our beta testing of our Volunteer 2.0. 

    I recommend subscribing to our blog to stay updated on future feature releases!

    www.breezechms.com/blog/updates

    Cheers!

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    Chris Lauckner

    Is there a way to import a Household to PCO?

    As I see it currently, I can add each individual but then have to go to PC and build them back into households.

    Thanks in advance!

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    Stephen Ivey

    @chris

    Thanks for taking a moment to reach out to the breeze community! It appears that your question would be best handled by the planning center customer support. Unfortunately, we have limited information on the nuances behind PCO Importing. 

    Please let us know if there's anything else that we can do to serve!

     

     

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    lauriee

    When I hooked PC up with Breeze, after entering all my volunteers in PC but BEFORE they had been asked to set up a PC account, they all got THREE emails alerting them to changes in their accounts (one for email, one for address, one for phone number).  UGH!  They all thought we'd been hacked.  Did I miss something?  Was there a way to turn off that notification process?  It really got us off on the wrong foot with Planning Center as our scheduling tool  

    (Also, please note I couldn't send them PC invite emails until I had email addresses in the PC system, so this seems doubly crazy!)

     

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    Stephen Ivey

    @lauriee

    This is something that we would definitely need to troubleshoot further! Would you be able to bring this request over to our Support channels so that we can get you to the right people for a resolution? This would be the best step moving forward!

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    lauriee

    Happy to, thanks!

     

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