Just moved from the legacy Planning Center integration? Here's what we set up for you:

Back-sync date: We set your back-sync date to the last date your legacy integration ran, so gifts it already sent to PCO aren't sent again. Don't clear or change this date.

Fund mappings: We carried over your fund mappings from the legacy integration. Go to Settings > Giving Settings in your integration and check that each Subsplash fund maps to the right PCO fund.

Profile links: Profile links don't carry over. On its first sync, the integration matches your givers to PCO people automatically, using the matching criteria in Giving sync below. People who were linked by hand, or whose name differs between Subsplash and PCO, may get a new PCO profile. Merge these duplicates in PCO before you send year-end giving statements, so each donor's gifts are on one record.

Your Planning Center Online (PCO) integration works behind the scenes to keep your giving records and donor profiles aligned. You can monitor progress, view transaction reports, and manually trigger syncs whenever you need immediate updates. Follow this guide to learn how to monitor your sync history, resolve errors, and keep your Subsplash and PCO data connected.

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. If you haven't set up your integration yet, see Setting up your Planning Center integration.

Managing your integration

Once you configure your integration, it syncs automatically whenever you receive a transfer or commit a batch. During each sync, the integration links and creates profiles for you, so you don't need to do it manually.

You can also trigger a manual sync at any time:

Navigate to Settings > Integrations.
Open your PCO integration.
Select Sync in the upper-right corner to begin syncing your data.

Understanding data syncing

Your PCO integration syncs all Giving data, including online and offline gifts, refunds, and disputes. When you open your integration, you see the details of your most recent sync.

To view all transactions included in a sync, select Export to generate a CSV file. You can do this for your most recent sync or any sync listed in your integration's history.

Giving sync

The giving integration functions as a one-way sync from Subsplash to PCO. When a donor submits a gift through Subsplash Giving, the transaction writes directly to the donor's profile in PCO.

To keep records accurate, the integration links a gift to a PCO person only when it finds exactly one confident match. A match needs the same first and last name (a PCO nickname counts as a first name), plus a matching detail such as:

Email address
Phone number
Physical address (when address syncing is on)
Date of birth (when date of birth syncing is on)

An email address on its own is never treated as a match, because family members often share one. If the integration can't find one confident match, it creates a new profile in PCO instead of guessing. If PCO can't be reached during a sync, the integration doesn't create a profile; it tries again on the next sync.

Always merge duplicate profiles in PCO instead of deleting them. Merged profiles stay linked to Subsplash. If you delete a linked profile, the integration may recreate it and send that person's gifts again.

People sync

The People sync runs one way, from PCO to Subsplash, so PCO stays your source of truth. When you update a person's details in PCO, Subsplash updates to match during the next sync. Changes you make in Subsplash don't update PCO. The following fields sync:

First and last name
Physical address (optional)
Date of birth (optional)

The integration adds email addresses and phone numbers to PCO when it creates a new profile there. After that, it doesn't sync changes from Subsplash to PCO, so update them in both systems.

Last sync

The Last sync section displays the specific People and Transactions synced to PCO. To view created or updated People:

Use the dropdown menu to expand the scrollable list.
Select a user to open their Subsplash profile.
Alternatively, select View in Planning Center to open their PCO profile directly.

History

The History section on the right side of your integration displays all past syncs. Select View all to open the full list, or choose a specific sync to open its detailed report.

Error handling

Any errors from your most recent sync appear at the top of the page. Select the error to resolve the issue before your next sync.

Below is a table detailing common errors and the necessary steps to resolve them:

Issue	Message	Action
Invalid phone	This profile could not sync because its phone number is incomplete or invalid.	Open the source profile to update and correct the phone number.
Missing profile link	A gift could not sync because its profile is not linked to Planning Center.	Review the Subsplash profile to connect it to PCO.
Profile not found	A linked Subsplash profile could not be found.	Contact Support for assistance.
Missing org/app context	This sync is missing required organization information.	Contact Support for assistance.
Fund designation	A gift could not sync because its fund is not linked to Planning Center.	Select Link fund to map the fund to PCO.
Authorization	Planning Center authorization is missing or expired.	Review your PCO authentication to ensure you have Admin permissions.
Missing linkage status	A required linked item is unavailable.	Link the item or contact Support.
Partial profile creation	The profile was created, but some contact information could not be added.	Open the PCO profile to manually update the missing contact information.
Missing last name	This profile could not sync because Planning Center requires a last name.	Open the source profile to add the required last name.
HTTP 502	Planning Center was temporarily unavailable. A later sync will try again.	No action required. The system automatically retries on the next sync cycle.
Other HTTP 422	Planning Center could not accept this item.	Contact Support with error references and screenshots.
Profile already linked	Two Subsplash profiles match the same PCO person.	Merge the duplicate Subsplash profiles, or replace the link on one of them.

Link funds

You can update the fund mapping within your Giving Settings at any time. Whenever you create new funds in Subsplash or PCO, you must manually link them to ensure your transactions sync properly. Navigate to Settings > Giving Settings within your integration to adjust your mapping:

Subsplash does not pull closed funds from PCO or display them in the mapping list. If a fund you are expecting to see is not listed, publish it within PCO and click Update Data in the integration Giving Settings to pull it in.

If funds are unlinked, your sync report displays an error. Select the error in your report to open the Link Funds menu:

Managing profile links

Once a People profile is linked between Subsplash and PCO, you can view and edit that link directly within their profile details. Donations sync from Subsplash to the linked PCO profile, and eligible profile details sync from that PCO profile to Subsplash:

If you need to view or adjust a link:

Open the user profile in Subsplash.
Within the Integrations section of the profile, select the three dots to open a new menu.
Select View to open their linked PCO profile, or select Edit to update the connection.
If editing, paste the correct profile URL from PCO and select Replace link.

FAQs

Why am I receiving a permissions error?

A permissions error means the PCO user logged into the integration does not have the necessary permissions within PCO. To check who is logged in, navigate to Settings > Integrations > PCO > Settings > General Settings.

Within PCO, verify that the logged-in user has Admin privileges for both People and Giving. The integration requires both to function properly. If they lack these privileges, update their PCO permissions or log in with a different user account that holds the required permissions.

To update credentials in Subsplash:

Navigate to General Settings in your integration.
Select the Edit (pencil icon) next to the logged-in user.
Follow the prompts to log in with the correct PCO credentials.

Past syncs may still display the error badge, but future syncs complete successfully once you update the credentials.

Why does the integration create duplicate profiles in PCO?

The integration creates a new profile whenever it can't confidently match a donor to an existing person. This usually happens when:

The donor gave under a combined name (e.g., "John & Jane Smith").
The donor used a different email than the one in PCO.
The donor's profile is missing details, such as phone, address, or date of birth.
The donor signed in with Apple and chose to hide their email.

Managing your Planning Center integration