Thank you for considering the integration of your Planning Center CRM with our Prayer Platform™. This integration provides a smooth and simple authorization experience for your existing Planning Center users, as well as adding all new prayer wall users into your Planning Center database and synchronizing the information automatically between the two systems.

This guide is designed to provide clarity on how the integration works, how the data will be synchronized between our Prayer Platform™ and your Planning Center CRM, and what the flow will be for new users and existing users.

The integration allows existing users to be authorized quickly in just three simple steps, and for new users to be added to your Planning Center CRM immediately.

Step 1: Before we start working on the integration, we will ask you to complete a simple form by answering a few questions.

Step 2: After you submit the form, we will activate the Planning Center service for you and the integration settings will be available in your admin.

You will only need to connect Planning Center to your CRM. We have prepared a quick and easy guide with only a few steps.

Step 3: Here is an explanation of how the information will be synchronized between the two systems in the cases of a) new users signing up for the prayer wall and that were never added to your Planning Center CRM before, and b) new prayer wall users that are existing Planning Center users.

The information between the Prayer Platform™ and Planning Center CRM will be synchronized automatically for new and existing users. Here's how it will work.

If the new users were never a part of your Planning Center database but came up as a part of our new user growth campaign or any other ways via prayer wall, they will have the ability to create their prayer request or praise report. After they write their post

and click Submit

we will ask them to enter their email address

After they enter their email address, we send them a verification code via email asking them to enter a 4-digit code. This ensures that you will not be getting any spam bots or unknown/fake users.

After entering the four-digit code, new users will be asked to add their profile information as well as your new user registration fields.

After that, they will see a confirmation message that tells them that their account has been created and their post is based on your moderation settings and is either waiting for approval by your team (in case of manual moderation) or is live and visible for all other users (in case of automatic moderation).

The new user's profile will be added to your Planning Center database immediately.

After the user is authorized the first time, they won’t need to enter their login information, as their session will be stored, and they will be authorized unless they log out manually or try using the prayer wall from another device. This way, the login/authorization process will be super simple as they’ll just need to enter their email and enter the 4-digit code!

For users that already have an account in your Planning Center when entering the first time, they’ll be asked to enter their email address.

While receiving the authorization email and entering the 4 digits

the integration will check and get that user's information from your Planning Center and will pre-fill their information and ask the user to confirm their information and complete the initial registration with the prayer platform.

After the user is authorized the first time, they won’t need to enter their login information, as their session will be stored, and they will be authorized unless they log out manually or try using the prayer wall from another device. This way, the login/authorization process will be super simple as they’ll just need to enter their email and enter the 4-digit code!

To make changes to your Planning Center integration, go to the Prayer Platform™ dashboard (here’s how to find it)

click on Integrations in the main menu

select Planning Center and click "Edit"

In case you have multiple accounts connected, select the one you want to modify. There you’ll be able to remap fields or make any other changes.

We are always looking for ways to improve our integration and appreciate any suggestions or ideas you may have. Please share your ideas here or reach out to us with any additional questions by emailing us at support@impactfactors.net

Thank you for considering integrating your Planning Center CRM with our Prayer Platform™. We hope this guide has provided clarity on how the integration works and how the data will be synchronized between the systems. If you have any further questions, please don't hesitate to reach out to our support team.