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Planning Center Online

Set up and manage the Planning Center Online integration with Vanco.

Vanco’s integration to Planning Center Online (PCO) enables a one-way sync from Vanco Giving into the PCO Giving app.

Data processed via Vanco is exported to PCO daily, including all ACH and card transactions. Transactions are tied to the appropriate funds and associated to the payment source Vanco Giving.

The integration also enables a one-way sync from the PCO People app to Vanco Donor records. New people records, and edits to existing people records, are exported to Vanco in real time.

Requesting the integration

You can request to enable the Planning Center Online integration.

Requests to enable the Planning Center Online integration can be made to Vanco via the Merchant Account Update Form.

  1. Open the form in your browser.
  2. Select the Software Integration checkbox.
  3. Fill out all required fields, and proceed to next page.
  4. For Management Software, select Planning Center Online, and proceed to the next page.
    Software Version is not required.
  5. Input the signature from an authorized signer.
  6. Click Submit.

Your request will be processed by Vanco within three business days. Vanco will notify you when it's complete.

Accessing Planning Center setup

Once you have enabled the integration, you can complete the connection between the two systems.

Once you have received confirmation that your integration is enabled, you must log in to the Vanco Admin Portal (New MyVanco) to complete the connection between the two systems.

  1. Open the Vanco Admin Portal in your browser and log in.
  2. Click the Settings tab on the left side of the interface.
  3. Click the Software Integrations button in the Settings section.
  4. Click Start setup in the Planning Center Online - People and Giving section
    1. Please ensure that pop-ups are enabled in your browser settings; Vanco utilizes a single-sign-on with PCO, so if you have an active browser session with PCO you will be automatically logged in. If you do not have an active browser session you will be required to log in via a pop-up.

Fund mapping

Map your Vanco funds to Planning Center Online funds.

After clicking Start setup, you must map your Vanco funds to Planning Center Online funds, so that transactions can be properly accounted for.

Vanco funds may be added, edited, or deleted within the Classic MyVanco Admin Portal.

You will see a list of all Vanco funds, each across from a paired Planning Center Online fund drop-down menu.

  1. For each Vanco fund, choose the most appropriate Planning Center Online fund.
  2. Choose the most appropriate Planning Center Online fund to be the Default Fund.
    The Default Fund is used as a fallback in cases where a Vanco fund is out of sync with Planning Center Online funds. Reasons include:
    • A new Vanco fund that has not yet been mapped to a PCO fund.
    • A PCO fund that had previously been paired with a Vanco fund is no longer available or has been deleted.
    • Any other errors that prevent specific fund mapping from occurring successfully.
  3. When all funds have been mapped appropriately, click Save.
    You'll see a notification that enabling the integration will grant Planning Center Online access to data from your organization's Vanco account.
  4. To initiate the People and Giving sync process between Vanco and PCO, click Confirm.

After you save the fund mapping, the syncing process between Vanco and Planning Center Giving and People begins. You are directed to the Planning Center Online - People and Giving page, which shows the status Syncing.

Depending on the number of funds and people records, this process may take several minutes.

Note: If you have questions, please contact Client Services at 800-675-7430 or email cs@vancopayments.com.