Looking to connect your Tithely giving to Planning Center Online (PCO) ? The new PCO integration will simply push giving records from Tithely into your PCO account automagically for you. How often and to what funds these gifts are recorded in PCO will be determined by the settings you have selected. We strongly recommend that you move to the 2.0 integration if you have not already.

If the integration is set up in 1.0 and 2.0 duplicate syncs will happen.



Set Up the PCO Integration

To set up the integration you will need your PCO account Application ID and Secret Code. Once you have this information you will need to:

Follow these steps to set up the PCO Integration for the first time:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the PCO integration and click Install.

  4. You will be redirected to a page that looks like this:


    Stay on this page until the next pages loads, otherwise you will need to redo the setup of the integration again. Do not click on the links in this window as it will stall the setup.

  5. Click the green button that says "Help Me Setup the Integration"

  6. On the next page input your PCO Application ID and Secret Code and click Next.

  7. Decide if you want to receive email notifications for the entire, if so toggle the enable emails to active and include the email address you'd like to receive emails notifications. Click Next when complete.

  8. Choose the campuses you want to connect through the integration and click Next.

  9. Make selections for the campus settings (you can learn more about each of the settings in the Integration Campus Settings section below) and then click Next.

  10. Confirm your selections and click Finish. If you need to make any changes click Edit beside each section.

  11. Be sure to connect the rest of your Tithely Funds to PCO so that the giving syncs properly to the correct funds. Either click the "For more settings, check out fund maps" link or follow the instructions below, to configure fund mapping. If you have multiple campuses, you will need to connect funds for each campus.

    Depending on the settings you selected under PCO Batch Giving, you will see the most recent deposit sync and show in the dashboard if you selected Deposit or if you have Daily selected it will bring over the last 30 days of transactions.

  12. You will need to make sure that you remove the 1.0 integration if you have it set up to ensure that you do not experience duplicate records syncing to PCO. Follow the steps below for removing the 1.0 Integration.

Integration (Campus) Settings

Follow these steps to make changes to the campus settings:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Access the PCO integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. This will open the Campus Settings where you can make adjustments to the integration. View the chart below for a list of all the options and functionality available. The options selected on this page autosave.

If you have multiple campuses you will need to set up the campus settings for each campus location. Each campus's settings must be configured and the enable campus toggled to active before syncing of that location's data to PCO will occur.

Options Available Under Campus Settings

Enable Sync

This turns on the integration between Tithely and PCO for this campus. If it is inactive no transactions from this campus will pass over into PCO. If its active transactions for this campus will push into PCO. By default this is set to disabled.

Enable Emails

If active the email addresses provided in the field below will receive an email every time that Tithely pushes giving into PCO, if an error occurs, and if the integration becomes disabled.

Default PCO Fund

The default fund you select will be used in the case that giving gets recorded to a fund in Tithely and you have not mapped a PCO fund up to it before the giving syncs into PCO.

PCO Batch Grouping

If you select Deposit* this will create a new batch in PCO containing the transactions in your online gifts in the deposit (named Tithe.ly YYYY-MM-DD Card) while Daily** will create daily batches for all transactions (online and gifts recorded through Admin Batch Giving) that occurred during that day (named Tithe.ly YYYY-MM-DD).
*Please note Credit/Debit gifts and ACH gifts create separate batches in PCO*
*How often money is deposited if Deposit was selected is determined in your Deposit Setting in Giving 2.0*
**Each day it will also look for gifts added through admin gift batching over the previous 30 days and create a batch for those gifts**

Automatically Commit Batches

Batches must be "committed" in PCO in order to refund a deposit. Automatically committing batches allows the integration to sync refunds. If you select "no" an admin in PCO will need to manually review each batch before committing it. This will prevent the integration from sending /syncing refunds.

Email Notification Addresses

If you have Enable Emails active above, you can update the notification email addresses that will receive emails. Use a comma-separated list of emails to send to multiple recipients.
For example email1@gmail.com, email2@gmail.com, email3@gmail.com

Include Campus Name in Batch Name

If you would like the specific campus name to populate in the batch name in PCO select yes. This is helpful if you have multiple campuses being recorded in PCO and want to dif

Connections

Connections is where you will find your Connect Funds and Connect Donors options. Connect Funds gives you the ability to map your Tithe.ly funds with the funds in your PCO account. While Connect Donors allows you to make updates to the connection of people between Tithely and PCO to ensure that gifts are being mapped properly to the correct person in PCO.

For instance, you may have a Tithe.ly giving fund named Youth Missions and want all transactions for that fund to be recorded to the Missions Fund in PCO. If you do not map your funds, all gifts pushed into PCO will be recorded to the default fund selected as the Default PCO Fund in the Campus Settings.

Anytime you make changes to your funds in Tithely, or in PCO, you will want to reconfigure the fund mapping within the integration.


To configure fund mapping, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Access the PCO integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. Scroll down to the bottom of the Campus Settings and find the Connections section, click on the green Connect Funds button.

  6. Select the green Refresh button to update the funds list and make sure its current.

  7. Link each Tithely fund to a specific fund in PCO.

  8. Once you have connected all of the funds click the green Save button.

  9. Then click the Back to Locations Settings at the top of the screen.

Connect Donors

Sometimes donor's donations won't flow over automatically from Tithe.ly to Planning Center! This may mean that the ID associated with the donor in both PCO and Tithe.ly don't match perfectly! If this is the case you can follow these steps to update that ID:

To configure donor mapping, follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Access the PCO integration by clicking the Configure button on the Integrations page.

  4. Click the campus name you wish to work with under Manage Campus on the left navigation panel.

  5. Scroll down to the bottom of the Campus Settings and find the Connections section, click on the green Connect Donors button.

  6. Type in either the first name, last name, or email of a donor

  7. Click search.

  8. Once the donor has populated, confirm the PCO People ID is correct. To do this pull up the donor's profile in PCO. Then look to the top URL at PCO. In that URL it will say "ACXXXXXX" with those X's being a set of number. You will need to copy and paste those numbers to where is says PCO People ID.

  9. then click the green Update Donor Mapping button.

  • What happens when there is no matching donor in PCO? The sync will automatically create a new person in Planning Center People and the transaction will be linked to the new person. Refer to Planning Center's help on how to handle duplicate people if you identify the new person to be a duplicate of another person in Planning Center (with a different email address).

*We recommend that you audit integrations on a bi-weekly basis to ensure that everything is working accordingly and no donations are incorrectly syncing


Integration Dashboard

An entry is created in the Dashboard any time data is sent by the integration (Tithely) to PCO. The dashboard serves as a history for you to cross-reference and reconcile what giving came into Tithely compared to what giving was sent to PCO.

You'll see your dashboard load once we have completed sending your first batch over. From then on, at night we will sync any new transactions to PCO based on your PCO Batch Grouping selection made in your campus settings.

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Find the PCO integration and click Configure.

  4. Select Dashboard on the left Navigation panel.

    1. You will see a list of syncs we've made to PCO.

    2. Use the search bar at the top to search syncs (or batches) made by location or gross amount of gift, simply hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.

    3. To see the transactions within a specific sync (batch) click the blue number under the 'records' column.

    4. Will show you the date and time of the most recent sync to PCO.

  5. If you would like to see a list of all individual transactions rather than syncs (or batches), sent to PCO click the See all Transactions. This will show all Individual transactions, not grouped by batch/sync.

    1. You will see a list of all individual transactions we've sent to PCO.

    2. Use the search bar at the top to search transactions made by location, donor's name, gross or net amount of gift, and then simply hit Enter on your keyboard to trigger the search. To reset the view, clear the search text and hit Enter again.

    3. To return to the syncs (or batches) click the Return to Dashboard at the top.

Please Note: There are various things that can happen when Tithely tries to sync data to PCO.

  • If you see an Authentication error - your connection to PCO needs to be updated. Follow the steps in the update subdomain or API key section and ensure all your information is correct.

  • If you see a message that states An error occurred. The Integrations Team receives a notice about all errors from the integration. If your configuration settings appear to be correct and the error has not resolved in a few days, please contact us at support@tithe.ly.

Move Historical Data into PCO

When you set up the integration in 2.0 it will sync the most recent deposit if you have Deposit selected in your PCO Batch Grouping Settings. (This could cause a duplicate of a deposit that needs to be deleted in PCO). If you have Daily selected for PCO Batch Grouping Settings it will bring over the last 30 days of donations.

Update Application ID and Secret Code

Sometimes you may change the Application ID and Secret code of your PCO account. If you do this, this will break the connection between your Tithely account and your PCO account which uses these components for the connection.

To update the PCO Application ID and Secret Code follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

  3. Access the PCO integration by clicking the Configure button on the Integrations page.

  4. Click the Settings on the left hand side navigation bar.

  5. Scroll down to Integrations and click Update Credentials.

  6. Update the Application ID and Secret Code and click Connect to PCO. Navigate to PCO to find these.

Uninstall the 1.0 Integration

Once you have set up the 2.0 Integration you will need to ensure that your 1.0 integration is disabled. Otherwise, duplicate giving will be synced into PCO.

  1. Click on Back to Product Suite link at the top of the screen (if in the integration).

  2. Select Giving from the left navigation bar > Then click on Back to Tithe.ly 1.0.

  3. Then click on My Churches on the left.

  4. Click on Edit Organization (you will need to do this for each campus that you have the integration set up in).

  5. Once the Organization Settings open up click on Integrations at the top.

  6. From here, scroll to the bottom of the page and click on Delete to remove your PCO integration.

    You will need to repeat steps 3-6 for every campus / location you have set up using the 1.0 integration. If you do not turn off the integration in a campus giving from that campus will continue to sync to planning center and will cause duplicates gifts.

Uninstall the 2.0 PCO Integration

If you no longer wish to use the PCO integration you can uninstall it.
To uninstall the PCO 2.0 Integration follow these steps:

  1. Login to Tithely and select Giving from the Dashboard.

  2. From the giving page click the Global Settings button (the Profile Icon) on the bottom left corner of the navigation and choose Integrations.

Find the PCO integration on the Integrations page and click the trash can in the upper left corner.

Did this answer your question?