Integrating with Planning Center Online (PCO)

Integrating with Planning Center Online (PCO)

Overview

EvangelOS integrates directly with Planning Center Online (PCO) to import your services, teams, and volunteer schedules — eliminating duplicate data entry. Once connected, EvangelOS automatically syncs your PCO service data so your check-in, volunteer management, and member records stay up to date.

What's New in This Version

The PCO integration now has a dedicated settings page with additional configuration options, including selective sync, conflict resolution preferences, and a manual sync trigger. These are covered below.

Prerequisites

  • A Planning Center Online account with Administrator access.
  • A Growth or Complete EvangelOS plan.

Step 1: Connect to Planning Center Online

  1. Go to Settings > Integrations and click the Planning Center Online card.
  2. Click Connect with Planning Center.
  3. You'll be redirected to Planning Center to authorize the connection. Log in with your PCO admin credentials and click Allow.
  4. You'll be redirected back to EvangelOS. The card will show Connected with your PCO organization name.

Step 2: Configure Sync Settings

After connecting, click Configure on the Planning Center card to access the sync settings:

  • Sync Scope: Choose which PCO data to import — Services (worship plans), People (team members), or both.
  • Selective Sync: Optionally limit the sync to specific PCO service types or teams rather than your entire account.
  • Conflict Resolution: When a record exists in both PCO and EvangelOS, choose whether EvangelOS or PCO is the source of truth. This affects name, email, and phone fields.
  • Sync Frequency: Choose automatic sync (every 6 hours) or manual-only.

Click Save Configuration when done.

Running a Manual Sync

From Settings > Integrations > Planning Center Online, click Sync Now to trigger an immediate sync. A sync status indicator shows when the last sync completed and whether any records were skipped or had conflicts.

What Gets Synced

  • Services: PCO service types and individual service plans are created as events in EvangelOS.
  • Teams: PCO team members are matched to EvangelOS member records by email address.
  • Volunteer schedules: PCO team positions and assignments flow into EvangelOS volunteer slots.

New people added in PCO who don't have a matching EvangelOS member record will appear in the Members > Import Review queue for you to approve or merge.

Disconnecting

To disconnect, go to Settings > Integrations > Planning Center Online and click Disconnect. Existing synced data is retained in EvangelOS but future syncs will stop. Re-authorize at any time by clicking Connect again.

Frequently Asked Questions

Does EvangelOS push data back to PCO?

No. The integration is one-directional: PCO to EvangelOS. Changes made in EvangelOS are not written back to Planning Center.

Why aren't all my PCO services appearing?

Check your Selective Sync settings. If you've limited the sync to specific service types, only those will appear. Also confirm the sync ran successfully by checking the last sync timestamp.

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