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Planning Center Data Integration with

Planning Center Data Integration, Now Available!

Planning Center Online is a very popular Church Management Solution (ChMS). This popularity is due to its low cost and modular options. This is why now offers an optional data integration with Planning Center. Please review the screenshots below to see how our data displays within the Planning Center Online software.

User’s Personal Profile

Sort People Lists By Assessment Type

Create A Follow-Up Strategy When Assessments Are Completed

As the screenshot shows, our data integration includes a Profile “jump-link“. This link enables church staff to view the entire Candidate Report within the program.

Get Started Now, $125.00

Our Planning Center Data Integration is an option you can turn-on within your church’s admin account. There is a one-time setup fee of $125.00. To proceed, simply log into your church’s administration account to purchase this integration (See Graphic Below). Then, after completing a simple setup process (Setup Instructions), the integration program will run invisibly behind both and Planning Center Online programs.

Workflows, Custom Reports & Notifications

One of the advantages to Planning Center is their custom workflow interface. How this feature may benefit users is that your church can create a follow-up process for when people register for AssessME, or complete assessments. In addition, you can direct people with specific profiles to specific departments in which they might serve effectively. The following examples are based upon our Leadership Style Assessment, but the same kind of workflows could be setup for any of our other assessments or skills, or any combination of our report data.

  1. For example, people who assess as “Encouraging Leaders” within our Leadership Style Assessment could be auto-directed to the person overseeing your church’s Pastoral Care department as potential “counselors” or support volunteers for this specific department.
  2. Another example is that all people who assess as “Administrative Leaders” within our Leadership Style Assessment could be auto-directed to the department Lead overseeing churchwide administration.
  3. A final example is that all people assessed a “Pioneers” could be auto-directed to the leaders overseeing new ministry development ventures.