How to import people from Planning Center

Benjamin Staton Updated by Benjamin Staton

Our integration with Planning Center makes it simple to quickly import groups of people or individuals into your TrainedUp 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.

To insure this integration works correctly make sure you have permission to access the "List" feature in PCO and make sure you have at least one list created for the people you are importing. Also, make sure the list has a sharing setting of Editor or above.

2. To connect your Planning Center account to TrainedUp, go to your TrainedUp 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.

When toggling between different Planning Center Lists, be sure to click "View People" again to show the people in the newly selected list.

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.

Did you find this helpful?

How to duplicate a course or module

How to remove a user from a training course

Get in touch