Help Center & Community

Connecting Planning Center Online to Church Analytics

Purpose of Importing Planning Center Data into Church Analytics

Using Church Analytics, you can keep a near-real-time view of generosity reports at arm’s reach. Our system is designed to import data from your Planning Center database.

 


What You Need to Start


You must have a role of Manager in the system. Talk to your Planning Center Administrator if you have questions.

You will need an email address or email alias named something like "gloointegrations@yourchurch.com"

This must be a real and accessible email address.

 

Create the Integration User

  1. Click the People tab on the top toolbar
  2. Click the Add Person button on the top right corner
  3. Enter Integrations Gloo in the Name field and click the blue Create button
  4. Enter the email address you created in the Email field and click Save
  5. Click the Gear Icon on the top right corner of the window
  6. Click No Access under Permissions and select Viewer
  7. Click Save

 

Set User Permissions and Create a Password

  1. Click People on the top right corner and select Giving from the drop down menu
  2. Click Administrator on the top navigation bar
  3. Click Add Administrator and search for Integrations Gloo and click on it
  4. Navigate to the email inbox associated with the email address used above
  5. Click on the link in the email from Planning Center to set up your password
  6. Confirm that the correct email is in the email field and click Send Code
  7. You will then receive another email from Planning Center with a code. Enter it in the empty field and click Continue
  8. Enter the same password into both fields and click Reset My Password

 

Submit the Required Information to Gloo

Now its time for us to finish up the process for you.

  1. On the Gloo Data Intake Site, fill in the requested fields for you Organization
    • Select Planning Center from the list at the bottom of the form
    • Enter the email and password created above
  2. Click Submit
  3. Click Here To open the Gloo Data Intake Form

 


Once the connection between Planning Center Online and Church Analytics is complete, data will sync about every two weeks.

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