๐Ÿ‘‰ Before we begin, be sure to check out this resource covering the basics of how the integration works and common FAQs about the Integration. ๐Ÿ‘ˆ

In this guide, we'll walk through the initial steps to take so you can start using the PCO Integration with Text In Church.

1. Create Lists in Planning Center

2. Ensure that the desired Lists are visible to All PCO Admin

  • If a list is not visible to all PCO Admin inside PCO, then the list will not be able to be selected to sync into Text In Church

  • In the settings of the List, ensure that it is Visible to All PCO Admin and that they have at least a "View Only" Status.

3. Enable the Integration in Text In Church

  • Sign in to your Text In Church account

  • Click on Settings (Gear Icon). Click on "Integrations"

  • Click on the "Connect" button by the Planning Center integration

  • Click the blue "Connect Planning Center" button

  • This will direct you to the Planning Center login page. Here, enter your credentials used to sign in to Planning Center, then choose "Log In"

  • You'll need to click "Allow" to enable the Integration between PCO and Text In Church

    • The page will refresh and return back to the Text In Church page where you can continue the set-up process

4. Select Lists to Sync into Text In Church

  • Within this page, click the "2. Select Lists" tab. Here you'll be able to search for and select PCO Lists to sync into Text In Church

  • Click the left checkbox by the name to select this List.

    • These lists will then be created as new, syncing groups within the "Groups" section of your Text In Church account.

  • Select the frequency you would like this specific List to sync, either nightly, weekly, or monthly.

    • When the sync occurs, the list will be refreshed in PCO first.

  • Once you've selected all the needed PCO Lists, click the "Next" button to move to the "3. Sync" tab

5. Running the First Sync

  • Toggle on the "I have received permission" so that you'll be able to send text/email to your synced people.

  • Toggle on the "Enable automatic sync" so that the integration will sync automatically as determined by each group's set sync frequency.

  • Click "Schedule Sync" to begin your first sync.

  • If you have a large number of people to sync, this first sync could take a few hours to complete. You can close Text In Church or continue using any other part of the application while the sync is running in the background. When completed, the synced groups within the "Groups" section of Text In Church will be populated to match their connected PCO List.

  • The "Last Synced" section will display the time and date of when the last sync of the integration was completed.

Now that you've completed the Initial Set-Up, check out the following resources๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡

Still have questions about the PCO Integration? No worries! Feel free to reach out to our Member Support team at support@textinchurch.com We're always happy to help!

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