Capture your Overflow transaction and donor data in your Planning Center Online (PCO) account to see all giving data in one place.
After connecting Overflow's PCO integration, all future contribution and giver information will automatically sync contribution and giver information from your Overflow Dashboard to your PCO account, taking out any manual work of exporting and uploading donation details and allowing you to more effectively engage with individuals giving to your church.
Learn from one of the engineers that built the PCO integration how to set it up and maximize its functionality:
...or keep reading for step by step instructions!
Here's how to get started using the PCO integration:
- Log in to your Overflow Dashboard and navigate to the Settings section. Click the Integrations tab.
- Activate the PCO integration by clicking “Connect” within the Planning Center Online tile.
- This will open a side panel. Click “Connect to PCO”.
- You'll then be directed to PCO's login page. Enter your PCO account credentials and select "Allow". You will then automatically be redirected to the Overflow Dashboard.
The PCO integration tile should now read "Active". Hooray - you're all set up! 🎉
Check out this quick video to see this process in action and learn more about the integration: https://www.youtube.com/watch?v=Mn-qTENKuXU
Important to Know
Once a contribution is confirmed within your Overflow Dashboard (which happens immediately for cash and crypto and occurs when you confirm receipt of a stock gift), the donation and donor details will now automatically sync to your PCO account. Cash and credit contributions will be added within the proper transaction category. However, because PCO does not have a way to account for non-cash assets within their system, stock and crypto gifts will be classified under the category Checks.
The exact fields that will be synced are:
- Contribution Value
- Fund. If a campaign in Overflow exactly matches a fund name in PCO, the donation will be created under that fund. If the campaign name does not already exist in PCO, a new campaign will be created and associated with the contribution.
- Donor's first name, last name, and email address. (A donor's email address will be used to identify whether or not they already exist in PCO. If they do, their donation will match to the existing donor. If they do not, a new donor will be created.)
FAQs
What are situations in which the sync between Overflow and PCO might fail?
There are two key changes you might make within PCO that will cause errors in syncing contribution and donor information to PCO from Overflow:
- If a fund that existed in Overflow and PCO previously is removed from PCO, this will cause sync issues for any contributions that were already associated with that fund. Please ensure you always have the Overflow Default Fund active within PCO as this will be the catch-all for any contributions that no longer have an associated fund and will allow them to still sync.
- If you merge or split a donor record in PCO and that donor also exists in Overflow, that donor's contribution information will no longer sync to PCO. The reason for this is that merging or splitting donor records changes the donor's ID. If this happens, please alert the Overflow team by emailing support@overflow.co. We can reconcile the IDs and re-initiate the sync.
Is there an extra cost associated with this integration?
Nope! The PCO integration is included with your Overflow subscription.
Why do I not see the giving types "Stock" or "Crypto" within my PCO dashboard?
PCO does not allow custom giving types and does not currently support non-cash asset types. Therefore, all stock and crypto donations from Overflow will be classified as checks. In order to understand which gifts were from Overflow, navigate to the "Gifts" section of PCO. Within your dashboard view, you'll see a pie chart that indicates the source of each gift. This will give you an overview of how many total donations came from Overflow. To see individual transactions from Overflow, click "Donations List" within the Giving section and filter transactions by Source = Overflow.
How are anonymous givers handled in PCO?
Anonymous donors will appear as a normal donor within PCO with their full name and email address visible. We recommend that you reference your Overflow Dashboard to know if a donor gave anonymously.
Can I view subcampaign details of an Overflow gift within PCO?
PCO does not support subcampaigns within the platform, so any subcampaign details that exist on an Overflow contribution will not appear in your PCO account.
Will updates to a giver or gift in PCO sync to my Overflow Dashboard?
No. Overflow's PCO integration is one-way, meaning data will only move from Overflow to PCO and never the other way around.
How do I disconnect the PCO integration with Overflow?
Moving to another CRM or no longer want to automatically sync contribution and donor information? You can disconnect the PCO integration by navigating to the Settings section of your Dashboard and clicking "Integrations".
- On the PCO tile in the Integrations tab of your Dashboard settings, Click “See Details”.
- Within the side panel that pops open, click “Disconnect” at the bottom. The application will automatically be disconnected and all data will cease to sync to your PCO account.
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