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Configuration Options

The WeGive Planning Center integration provides comprehensive configuration options to control authentication methods, data synchronization behavior, batch processing, and integration features.

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Authentication Configuration

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Authentication Methods

Setting	Type	Required	Description
Authentication Type	OAuth/Legacy	Yes	Choose between OAuth 2.0 or Legacy authentication
Enabled	Boolean	Yes	Master toggle to enable/disable the entire integration

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OAuth 2.0 Configuration (Recommended)

Setting	Type	Required	Description
Client ID	String	Yes	OAuth Client ID from Planning Center application
Client Secret	String	Yes	OAuth Client Secret from Planning Center application
Scope	String	Auto	Automatically set to ‘people giving’

OAuth Benefits:

• Enhanced security with token-based authentication
• Automatic token refresh without manual intervention
• Granular permission control
• Better audit trail and access logging

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Legacy Authentication Configuration

Setting	Type	Required	Description
Application ID	String	Yes	Planning Center Application ID
Application Secret	String	Yes	Planning Center Personal Access Token

Legacy Use Cases:

• Existing implementations using basic authentication
• Organizations preferring direct credential management
• Simple setup without OAuth flow complexity

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Synchronization Controls

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Data Type Configuration

Configure what types of data synchronize between platforms:

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Donors/People Sync

Setting	Default	Description
Push Donors	Enabled	Send WeGive donors to Planning Center as people
Pull Donors	Enabled	Import Planning Center people to WeGive as donors

Push Donors Configuration:

• Creates person records in Planning Center from WeGive donors
• Updates existing people when correlation ID exists
• Syncs contact information including emails, phones, and addresses
• Maintains family and household relationships

Pull Donors Configuration:

• Imports Planning Center people to WeGive
• Respects existing donor records to prevent duplicates
• Maps person attributes to appropriate WeGive donor fields
• Includes complete contact and communication information

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Transactions/Donations Sync

Setting	Default	Description
Push Transactions	Enabled	Send WeGive donations to Planning Center as donations
Pull Transactions	Enabled	Import Planning Center donations to WeGive

Push Transactions Configuration:

• Creates daily donation batches in Planning Center
• Organizes transactions by date for accounting purposes
• Maps payment methods and fund designations
• Automatically commits batches after successful processing

Pull Transactions Configuration:

• Imports Planning Center donations to WeGive
• Includes fund designations and payment information
• Links to existing donors or creates new donor records
• Preserves donation metadata and processing details

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Funds Sync

Setting	Default	Description
Push Funds	Enabled	Send WeGive funds to Planning Center as funds
Pull Funds	Enabled	Import Planning Center funds to WeGive

Fund Sync Features:

• Maintains fund naming and organizational structure
• Enables proper donation designation mapping
• Handles fund visibility and active status
• Supports fund creation for missing designations

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Recurring Donations Sync

Setting	Default	Description
Push Scheduled Donations	Enabled	Send WeGive recurring plans to Planning Center
Pull Scheduled Donations	Enabled	Import Planning Center recurring gifts to WeGive

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Advanced Settings

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Required Configuration

Setting	Type	Required	Description
Default Fund ID	String	Yes	Planning Center fund ID for donations without specific designation

Important Notes:

• Must be a valid, active fund ID from your Planning Center Giving module
• Used when WeGive transactions don’t have specific fund designations
• Prevents donation processing failures due to missing fund mappings
• Should be your organization’s general operating fund

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Batch Processing Configuration

Setting	Options	Default	Description
Batch Processing	Enabled/Disabled	Enabled	Process donations in organized batches
Daily Batch Time	Time	8:01 AM	When daily batches are automatically created
Batch Commitment	Auto/Manual	Auto	Automatically commit batches after successful processing

Batch Processing Benefits:

• Organized accounting structure in Planning Center
• Efficient processing of large donation volumes
• Automatic error handling and rollback capabilities
• Clear audit trail for financial reporting

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Sync Timing Configuration

Setting	Options	Default	Description
Sync Frequency	Real-time/Daily/Manual	Daily	How often automatic synchronization occurs
Incremental Sync	Enabled/Disabled	Enabled	Only sync changed data for efficiency

Real-time Sync:

• Immediate synchronization for critical updates
• Individual transaction processing as they occur
• Best for organizations requiring immediate data consistency

Daily Sync:

• Scheduled batch processing for bulk operations
• More efficient for large data volumes
• Coordinated with Planning Center batch processing workflows

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Data Flow Configuration

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Sync Direction Matrix

Data Type	Push (WeGive → Planning Center)	Pull (Planning Center → WeGive)	Bidirectional
Donors/People	Configurable	Configurable	Supported
Transactions/Donations	Configurable	Configurable	Supported
Funds	Configurable	Configurable	Supported
Recurring Donations	Configurable	Configurable	Supported

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Conflict Resolution

When the same record exists in both systems: For Push Operations (WeGive → Planning Center):

• WeGive data takes precedence
• Planning Center records are updated with WeGive values
• Correlation IDs prevent duplicate creation

For Pull Operations (Planning Center → WeGive):

• Planning Center data takes precedence
• WeGive records are updated with Planning Center values
• Existing relationships are preserved

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Integration Features

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Data Processing Options

Setting	Options	Default	Description
Duplicate Detection	Enabled/Disabled	Enabled	Prevent duplicate records during sync
Contact Matching	Email/Name/Both	Email	Method for matching existing contacts
Error Handling	Standard/Enhanced	Standard	Level of error handling and retry logic

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API Configuration

Setting	Default	Description
Rate Limiting	70 requests/20 seconds	Respect Planning Center API limits
Retry Logic	3 attempts	Automatic retry for failed requests
Timeout	30 seconds	Request timeout duration

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Monitoring and Logging

Setting	Options	Default	Description
Log Level	Minimal/Standard/Detailed	Standard	Amount of detail in integration logs
Performance Tracking	Enabled/Disabled	Enabled	Track sync performance and timing
Error Notifications	Dashboard/Email/Both	Dashboard	How to receive error notifications
Batch Reporting	Enabled/Disabled	Enabled	Generate reports for batch processing

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Payment Source Configuration

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WeGive Payment Source

Setting	Value	Description
Payment Source Name	”WeGive”	All transactions use this payment source in Planning Center
Payment Source Type	Electronic	Designation for reporting and categorization

Payment Source Notes:

• Single payment source simplifies Planning Center management
• All WeGive transactions attributed to “WeGive” source
• Payment method details maintained in transaction metadata
• Supports unified reporting across payment types

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Fund Management Configuration

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Fund Assignment Logic

Setting	Options	Default	Description
Fund Creation	Auto/Manual	Auto	Automatically create missing funds in Planning Center
Hidden Fund Handling	Skip/Include	Skip	How to handle hidden funds in Planning Center
Fund Validation	Strict/Lenient	Strict	Validation level for fund assignments

Fund Assignment Priority:

1. Use specific fund designation from WeGive transaction
2. Fall back to default fund if no designation specified
3. Create new fund if specified fund doesn’t exist (when auto-creation enabled)
4. Use general fund as final fallback

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Fund Synchronization

Fund Visibility:

• Active funds sync bidirectionally
• Hidden funds marked appropriately in WeGive
• Deleted funds handled with proper status updates
• Fund hierarchy maintained where applicable

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Recommended Configuration Approaches

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Standard Configuration (Most Churches)

Purpose: Maintain Planning Center as primary system with WeGive donation data enrichment Settings:

• Use OAuth 2.0 authentication for security
• Enable push for all data types to Planning Center
• Use daily batch processing for efficient organization
• Configure automatic batch commitment
• Set appropriate default fund for general donations

Best For: Churches using Planning Center as their primary management system

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Bidirectional Configuration (Advanced Users)

Purpose: Keep both systems completely synchronized Settings:

• Enable both push and pull for all data types
• Use real-time sync for immediate updates
• Configure enhanced error handling
• Monitor performance closely
• Implement comprehensive logging

Best For: Organizations actively using both platforms with different user groups

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WeGive Primary Configuration

Purpose: Use Planning Center for reporting while managing donations in WeGive Settings:

• Focus on push operations to Planning Center
• Maintain Planning Center fund structure
• Use batch processing for organized accounting
• Limited pull operations for fund synchronization only

Best For: Organizations transitioning to WeGive while maintaining Planning Center reporting

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Configuration Best Practices

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Initial Setup

1. Choose OAuth 2.0: Recommended for new implementations
2. Test Thoroughly: Use test connection before enabling sync
3. Start with Push Only: Begin with WeGive → Planning Center flow
4. Monitor Closely: Watch logs during first week of operation
5. Validate Batches: Review daily batch processing for accuracy

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Ongoing Management

1. Regular Reviews: Check configuration monthly
2. Performance Monitoring: Track sync times and success rates
3. Error Analysis: Review and resolve integration errors promptly
4. Batch Validation: Verify daily batch processing completion
5. Settings Optimization: Adjust configuration based on usage patterns

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Security Considerations

1. Credential Rotation: Update OAuth credentials annually
2. Access Control: Limit who can modify integration settings
3. Audit Logging: Maintain records of configuration changes
4. Data Privacy: Ensure compliance with data protection regulations

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Troubleshooting Configuration Issues

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Common Problems

Issue: Authentication failures

• Check: Verify OAuth credentials or legacy tokens are correct
• Verify: Ensure proper scopes are configured in Planning Center
• Review: Check network connectivity and firewall settings

Issue: Batch processing failures

• Check: Verify default fund ID is valid and active
• Verify: Ensure proper permissions for batch creation
• Review: Check for data validation errors in transactions

Issue: Duplicate records being created

• Check: Correlation ID mapping is working correctly
• Verify: Email matching is functioning properly
• Review: Duplicate detection settings are enabled

Issue: Performance problems

• Check: API rate limiting compliance
• Verify: Batch size settings are optimal
• Review: Sync frequency matches data volume needs

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Configuration Validation

Required Settings Check:

• Authentication credentials are valid and tested
• Default fund ID exists and is active
• All required permissions are granted
• Network connectivity is confirmed

Data Quality Verification:

• Field mappings are configured correctly
• Duplicate detection is working properly
• Error handling is appropriately configured
• Batch processing is functioning correctly

This comprehensive configuration guide ensures optimal setup and ongoing management of your WeGive Planning Center integration for efficient church management and donation processing.