Streamlining Your Pastoral Care: Importing Data from Planning Center Online to CareNote

Integrating Planning Center Online with CareNote
Integrating Planning Center Online with CareNote

Welcome to a seamless transition experience within CareNote, where integrating your Planning Center Online (PCO) data is just a few clicks away. With the ability to import your People data from PCO directly into CareNote, you're setting up your pastoral care management system for enhanced efficiency and centralized access to your congregation's information.

The Simple Steps to Data Integration

Our goal is to ensure that your switch to CareNote is as smooth as possible. Here’s a step-by-step guide to integrating your Planning Center Online account with CareNote:

Step 1: Initiate Import on CareNote

  • After registering your new account on CareNote, navigate to the 'Import Options' within the application settings.
  • Select 'Planning Center Online' to begin the import process.

Step 2: Authorize Access on Planning Center

  • You will be redirected to the Planning Center Online login page. Enter your credentials to log in.
  • Once logged in, you’ll be asked to grant CareNote permission to access your People data. Confirm to proceed.

Step 3: Finalize Import on CareNote

  • After granting access, you’ll be redirected back to CareNote.
  • You will land on a page ready to start the import, confirming that CareNote has the authorization to sync your data.

Step 4: Begin the Import

  • With authorization in place, you can now start the actual import process by clicking 'Start PCO Import'.
  • The duration of this import process may vary depending on the volume of data.

Why Integrate with CareNote?

Centralized Information

Having all your pastoral care data in one place, easily accessible, and up to date is invaluable for effective ministry and care delivery.

Consistent Data Across Platforms

With CareNote, your Planning Center Online information remains synchronized, eliminating the risk of outdated or duplicated information.

Streamlined Workflow

The integration simplifies workflows for care providers, allowing for more time spent engaging with and caring for your community members.

What Happens After Importing?

Once your People data from Planning Center Online is imported into CareNote, you're all set to explore the full capabilities of our pastoral care management system:

  • Manage Care Requests: Keep track of all care-related activities, from requests to follow-up actions.
  • Task Assignments: Assign and manage tasks more efficiently with access to your entire care network’s information.
  • Milestone Celebrations: Use imported data to acknowledge important dates and milestones within your community.
  • Comprehensive Care Reports: Generate detailed reports on care activities and outcomes.

We're Here to Support You

If you have any questions during the import process or need assistance, our support team is ready to help you. Contact us via call, email, or schedule a one-on-one session.

We're excited for you to experience the full potential of CareNote with your Planning Center Online data. Start today and take the first step towards a more connected and efficient pastoral care experience.