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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Profiles

Sync Profiles to Planning Center

You can sync profile information to Planning Center for worship planning and management.

Before you can sync profiles, you must sync Realm with Planning Center.
If your church uses both Realm and Planning Center, this integration lets staff and administrators send profile information, such as names, emails, phones, and dates of birth, from Realm into Planning Center.

Your Realm data is consistent, and you don't have to enter duplicate information, saving you time. Syncing occurs approximately every two hours, and you can sync up to 50 individuals.

This is a one-way sync, so information from Realm transfers to Planning Center, but changes do not transfer back to Realm. If profile information changes and you update it in Planning Center, you must make those updates in Realm as well.

You can also sync team members and groups with Planning Center.

  1. In the top-left corner, click your ministry hub then Realm. Then click Profiles > Synced to Planning Center
  2. A list of synced profiles displays, along with the date last synced. To sync additional profiles, click Add to Planning Center, search for the profile you want to add, and click Add.
  3. Select the profile you want to sync. You can sync up to 50 individuals.
  4. Click the ellipsis icon , then click Sync Now.

Last updated: February 21, 2024