Planning Center integration
Planning Center

Bring your Planning Center people into Soul Care Dashboard

Already manage your congregation in Planning Center? Connect it once and import everyone as contacts, no re-typing, no spreadsheets, no double entry.

How it works

Connected in three steps

No CSV files and no IT project. It takes a couple of minutes.

1

Connect Planning Center

An admin clicks Connect and signs in to Planning Center. That is the whole setup, no keys to copy and nothing technical.

2

Choose who to bring in

Search your people and check exactly who you want. Bring in everyone, or just the folks you counsel.

3

They arrive as contacts

The people you pick land in your dashboard as contacts, ready to become clients the moment care begins. Duplicates are skipped automatically.

Why it helps

Less data entry, more care

No re-typing

Your congregation already lives in Planning Center. Reuse it instead of rebuilding it by hand.

Start caring sooner

Skip the setup slog and get to the people who need care.

Contacts, then clients

Imported people stay contacts until you open care, so your client list stays clean and intentional.

Your data stays yours

We only read your People to import them, we never write back, and you can disconnect anytime.

Safe and in your control

Built to respect your church's data

Read-only access

Soul Care Dashboard reads your Planning Center People only to import them. It never changes anything in Planning Center.

You pick who imports

Nothing comes in automatically. You choose each person, or select all, on the import screen.

Disconnect anytime

One click removes the connection. The contacts you already imported stay, the link is gone.

Good to know

Frequently asked questions

No. That is the whole point. Your people come straight from Planning Center.

Names, emails, and phone numbers for the people you select.

No. They arrive as contacts. You turn a contact into a client when counseling begins.

Yes. Re-run it anytime, anyone already imported is skipped, so there are no duplicates.

Access is read-only, the connection is encrypted, and you can disconnect whenever you like.

No problem, it is completely optional. You can add people directly in Soul Care Dashboard.

Planning Center

Ready to bring your people in?

Soul Care Dashboard is opening soon. Join the waitlist and connect Planning Center on day one.