Planning Center

Planning Center is a Church Management System (CHMS) designed to help churches and ministries manage data, coordinate events, streamline internal communication, and stay connected with their congregants.

Connecting Anedot to Planning Center
Data Relays
Viewing Relayed Data in Planning Center

Donation Fields
Payload Data

Connecting Anedot to Planning Center

Step 1: Find Your Planning Center Credentials

To connect Anedot to Planning Center, you’ll need the following credentials:

Get Your Application ID and Secret

Visit Planning Center Applications.
Scroll down to Personal Access Tokens.
Click New Personal Access Token and complete the form.
Once saved, copy your App ID and App Secret—you’ll need these for the Anedot integration.

Locate Your Batch ID

Click on Developer API to open the drop-down.
Select Giving, then go to the Batches page.
Use an existing batch or create a new one.
Click on the batch you’d like to use. The Batch ID is the number at the end of the URL.

Step 2: Complete Connection in Anedot

Go to Settings > Integrations > Directory in your Anedot account.
Choose Planning Center from the list of integrations.
Select the Action Pages to sync (default: all Action Pages).
- To exclude certain pages, enter a comma-separated list of Action Page IDs.
- Optionally, you can limit the integration to a specific team. If no team is selected, all listed pages will sync.
Enter the following credentials:
- Application ID
- Application Secret
- Batch ID
- Payment Source ID
Click Save to complete setup.

You can update Action Pages, Teams, and credentials at any time.

Data Relays

Supported Relays:
Only financial Action Pages are supported for relay.
Relay Management:
Use the Push Unsent feature to resend failed or unsent donations by selecting a date range.
Failure Handling:
If there are five consecutive failed relay attempts, the integration will be marked inactive, and relays will stop until reactivated.

Viewing Relayed Data in Planning Center

Once donations are successfully relayed, they appear in the Planning Center Giving product:

Donations Queue:
- Navigate to Reports > By Donation or Reports > By Donor to view individual donations.
Batches Queue:
- Find donations under the Batch queue matching the Batch ID used in the connection.
- Click any donation to view full transaction details.

Donation Fields

Anedot Field	Planning Center Field
“Donation”	type
- created_at payMethod (Donations)	attributes {received_at} {payment_method}
- person_id (Planning Center Field) "Person"	relationships {person {data {id} {type}
- payment_source_id (Planning Center Field ) "PaymentSource"	payment_source {data {id} {type}
- "Designation" amount	included {type} {attributes {amount_cents}}
- fund_id (Planning Center Field) "Fund"	relationships {fund {data}} {id} {type}

Payload Data

Request Headers

{ }

Request Body

{
  "data": {
    "type": "Donation",
    "attributes": {
      "received_at": "2022-12-22T16:45:39.785-05:00",
      "payment_method": "card"
    },
    "relationships": {
      "person": {
        "data": {
          "id": "119129352",
          "type": "Person"
        }
      },
      "payment_source": {
        "data": {
          "id": "6509",
          "type": "PaymentSource"
        }
      }
    }
  },
  "included": [{
    "type": "Designation",
    "attributes": {
      "amount_cents": 2200
    },
    "relationships": {
      "fund": {
        "data": {
          "id": "108452",
          "type": "Fund"
        }
      }
    }
  }]
}

Response Body (Success)

{
  "data": {
    "id": "156732250",
    "type": "Donation",
    "links": {
      "note": null,
      "self": "https://api.planningcenteronline.com/giving/v2/donations/156732250",
      "campus": null,
      "labels": "https://api.planningcenteronline.com/giving/v2/donations/156732250/labels",
      "refund": "https://api.planningcenteronline.com/giving/v2/donations/156732250/refund",
      "designations": "https://api.planningcenteronline.com/giving/v2/donations/156732250/designations",
      "issue_refund": "https://api.planningcenteronline.com/giving/v2/donations/156732250/issue_refund"
    },
    "attributes": {
      "refunded": false,
      "fee_cents": 0,
      "created_at": "2022-12-22T21:45:52Z",
      "refundable": false,
      "updated_at": "2022-12-22T21:45:52Z",
      "received_at": "2022-12-22T21:45:39Z",
      "amount_cents": 2200,
      "completed_at": null,
      "fee_currency": "USD",
      "payment_brand": null,
      "payment_last4": null,
      "payment_method": "card",
      "payment_status": "pending",
      "amount_currency": "USD",
      "payment_method_sub": null,
      "payment_check_number": null,
      "payment_check_dated_at": null
    },
    "relationships": {
      "batch": {
        "data": {
          "id": "2",
          "type": "Batch"
        }
      },
      "campus": {
        "data": null
      },
      "labels": {
        "data": []
      },
      "person": {
        "data": {
          "id": "119129352",
          "type": "Person"
        }
      },
      "payment_source": {
        "data": {
          "id": "6509",
          "type": "PaymentSource"
        }
      },
      "recurring_donation": {
        "data": null
      }
    }
  },
  "meta": {
    "parent": {
      "id": "2",
      "type": "Batch"
    },
    "can_include": ["designations", "labels", "note", "refund"]
  },
  "included": []
}

Response Body (Failure)

{
  "errors": [{
    "code": "attribute_resource_not_found",
    "title": "Attribute Resource Not Found",
    "detail": "Error setting payment_source_id. The underlying resource couldn't be found.",
    "source": {
      "parameter": "payment_source_id"
    },
    "status": "422"
  }]
}

Response Body (Error)

{ }

Response Status (Success)

Response Status (Failure)

Response Status (Error)

null