Connecting Planning Center.

Before you start.#

• You’ll need admin access in Vyne. CONFIRM: which Vyne role can connect integrations
• You’ll need to log in to Planning Center with an account that can access People. CONFIRM: whether a PCO Organization Administrator login is required

Step by step.#

1. 1

   Step 1: Open Integrations in Vyne

   Go to Settings, then Integrations. CONFIRM: exact menu location and labels

   Screenshot: the Integrations screen
2. 2

   Step 2: Choose Planning Center

   Find the Planning Center card and click Connect.

3. 3

   Step 3: Log in to Planning Center

   A Planning Center window opens. Log in as you normally would.

4. 4

   Step 4: Allow access

   Planning Center asks if Vyne can access your data. Have a quick read of what’s listed, then click to allow it. CONFIRM: which PCO products or permissions are requested, e.g. People only, or Groups too

   Screenshot: the Planning Center permission screen
5. 5

   Step 5: Pick your sync settings

   Back in Vyne, choose what you’d like to bring across. CONFIRM: are there any options here, e.g. lists, fields or campuses

6. 6

   Step 6: Start the first sync

   Click Start sync. CONFIRM: button label, and whether sync starts automatically Smaller churches usually take a few minutes. Bigger databases can take longer. CONFIRM: typical first-sync times You can keep using Vyne while it runs.

7. 7

   Step 7: Check it worked

   Head to People and look up a few familiar names. You should see them with their details from Planning Center. CONFIRM: where sync status or last synced shows

   Screenshot: People after the first sync

What happens from here.#

• Vyne keeps your people up to date from Planning Center. CONFIRM: how often, e.g. live, hourly, daily
• Changes you make in Vyne CONFIRM: do or don’t flow back to Planning Center
• If someone already exists in Vyne, we match them by email address so you don’t end up with doubles. CONFIRM: what happens with no email or a shared email

Something not right?#