How to Import People from Planning Center
Our integration with Planning Center makes it simple to quickly import groups of people or individuals into your HuddleUp account from your Planning Center People database.
How to import your people
Note: only a Leader with the "manage people" permission, will be able to see and access these options
1. Log into your Planning Center account and use the Planning Center List feature to create a list of volunteers you'd like to integrate.
2. To connect your Planning Center account to HuddleUp, go to your HuddleUp navigation bar on the left hand side and go to your settings by clicking on your name. Scroll down on the Settings screen till you find Integrations and select Integrate with Planning Center. You’ll then be sent to Planning Center's website to authorize the connection. Once this is done, save your settings.
3. Go to the People view in the left sidebar of your account and click Import from Planning Center. Click the box that says Planning Center Lists and a drop-down will appear with your list(s). Select the list you wish to import and review the people by selecting View People. You will have the option to select and import everyone that’s visible in bulk or individual people.
Once you have selected your people, you will be able to add them to a pre-made Group that you have created. You also will be able to add your imported people to a Campus.
4. Once the import is complete, your team members will show up in the People tab in your account.