Planning Center (PCO) Integration

Looking to connect your Tithely giving to Planning Center Online (PCO)? The new PCO integration will 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.

 

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

Tithely Tip

Have you set up your OAuth connection with Planning Center Online? View the steps here once your integration is set up to ensure a seamless experience: Adding OAuth to Planning Center Online (PCO) Integration

Set Up the PCO Integration

Requirements to Set Up the Tithely and Planning Center Online (PCO) Integration:

  1. An active subscription to PCO Giving.
  2. User permissions within PCO to access Giving. 

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. Click on Connect with OAuth 2.0.

  5. You will be redirected to your PCO login page where you will want to login using your PCO credentials

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

  6. Once the set up is completed you will be redirected back to Tithely with the below screen: 
  7. To continue setting up your integration preferences click on Help Me Setup the Integration
  8. Decide if you want to receive email notifications, if so toggle the enable emails to active and include the email address you'd like to receive emails notifications. Click Next when complete.

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

  10. Select the campus settings (you can learn more about each of the settings in the Integration Campus Settings section below) and then click Next.

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

  12. 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.

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 adjust the integration. View the chart below for a list of all the options and functionality available. The options selected on this page are 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 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 if 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). In contrast, 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 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.

Connections

Connections are where you will find your Connect Funds and Connect Donors options. Connect Funds allows you 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 fund's list and ensure it's 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 donors' 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 numbers. You must copy and paste those numbers to where it 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 send 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, 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 want 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, the gross or net amount of gift, and then 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:

  • 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 correct and the error has not been resolved in a few days, don't hesitate to contact us.

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.

 

What Syncs with PCO?

Tithely Donations (Credit/Debit) Yes
Tithely Donations (ACH) Yes
Admin Batch Giving (Cash/Check) Yes (If set to daily)
Tithely Pledges (Transactions) Yes
Tithely Pledges (*Data) No
Tithely Events Yes
Tithely Pay No

Note: When a transaction is synced with PCO a new user will be created if the integration is unable to match with an existing user in PCO.

*Data refers to the amount a donor has pledged and how much has been contributed to that pledge. For example, if a user has set a pledge amount in Tithely this will not reflect in the receiving platform. Contributions to their Tithely pledge will be recorded as regular donations in the receiving platform.

Uninstall the 2.0 PCO Integration

You can uninstall the PCO integration if you no longer wish to use 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.

User Permissions needed to access Integrations
Account Owner, Admin, or Limited Access with access granted to Administration. If you have additional questions, please reference this article.