Connecting your giving platform with your church management system should feel seamless, not stressful! By pairing Subsplash Giving with Planning Center Online (PCO), you can keep your member records aligned, automate gift tracking, and eliminate manual data entry.
Connecting your integration
This integration connects Subsplash Giving, Planning Center People, and Planning Center Giving. Your organization must be subscribed to all three systems for the integration to work.
To start configuring your PCO integration, follow these quick steps:
Navigate to Settings > Integrations in the Subsplash navigation menu.
Select Add Integration.
Choose Planning Center Online > Get Connected to connect Subsplash to your PCO environment.
When prompted, enter your PCO login credentials (email and password) and select Log in.
If your church has multiple campuses or PCO accounts, log in to the account that should receive data from your Subsplash Dashboard.
Configuring your integration
Once you sign in to your PCO account, you're prompted to configure your integration settings. These settings make sure accurate data syncs between both platforms.
You can update these settings at any time after setting up your integration. Changes to your settings only affect subsequent syncs.
General settings
Use the General Settings tab to configure basic integration details and choose the date you want to start syncing from.
Integration name: Give your integration a unique name to easily identify it later.
Back-syncing data: Set the date you want to sync from. The integration ignores any transactions before this date.
Authentication: This shows the authenticated user from PCO who created the connection between both platforms.
Sync notifications: Choose whether you receive an email after every sync or only when a sync has errors, and select which team members receive them.
As you make changes, always select Save in the upper-right corner.
Giving settings
Use the Giving Settings tab to map your Subsplash funds and campuses to the matching funds and campuses in PCO. Each fund designation and campus stays off until you turn it on and map it.
Here are a few best practices for fund management and mapping:
Sub-funds: PCO does not support sub-funds. However, you can map a sub-fund in Subsplash to a parent fund in PCO.
Update data: If you do not see a fund from PCO in the mapping dropdown, select Update data to sync changes from your PCO fund list.
Save: If you want to keep making changes before syncing data, select Save to lock in your progress.
Save & Sync: Once you finish mapping funds, select Save & Sync to save your changes and start syncing transactions from your start date right away. We recommend reviewing all settings before running your first sync.
People settings
A major component of syncing accurate data is your People data. Subsplash uses common identifiers to match profiles and sync them. If the system can't find a match, it can create a new profile in PCO. By default, it only does this for people who have given.
You can customize these People settings for maximum flexibility:
Profile matching: Choose whether to sync only people with a giving history or all of your Subsplash People profiles. If you choose giving history only, people who haven't given don't sync between Subsplash and PCO.
Auto-creating profiles: Choose between creating new profiles only for people with a giving history, or for all unlinked people.
Profile syncing field: Choose whether physical address and date of birth sync from PCO to Subsplash. First and last name always sync, and you can't turn them off. If you leave address and date of birth on, the integration has more details to match people accurately.
After reviewing all settings, select Save & sync to finish your configuration and start syncing your data.
To learn how syncing works, fix sync errors, and manage profile links, see Managing your Planning Center integration.