Sync with Planning Center
Two-way integration with PCO for people, lists, notes, and automated form processing.
“Connect with Planning Center and track Pastoral Care”
— What churches tell us they need
How it works in CareNote
CareNote offers deep integration with Planning Center Online. Connect once, and your people, lists, and forms flow seamlessly between systems.
Setting up the integration
Connect your PCO account
Go to Team Settings and click “Connect Planning Center” to authorize via OAuth
Import your people
CareNote syncs your PCO People database automatically
Configure form automations
Go to Admin → PCO Forms to set up automatic care request creation from form submissions
What syncs
People (PCO → CareNote)
Profiles sync from Planning Center People, keeping contact info and demographics up to date.
Lists (PCO → CareNote)
PCO Lists sync to CareNote, so you can import groups like “Shut-ins” or “New Members” automatically.
Notes (CareNote → PCO)
Care updates can optionally sync back to Planning Center as notes, keeping PCO as your system of record.
Forms (PCO → CareNote)
Form submissions automatically create care requests. Map form fields to categories and assignees.
What you get
- One-click OAuth connection to Planning Center
- Automatic people sync—no duplicate data entry
- Form automation for prayer requests, care needs, etc.
- Notes sync back to PCO
- List import for targeted care groups
Ready to connect Planning Center?
Start your 14-day free trial and see how easy it is.