Configuration Options

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

Authentication Configuration

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

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

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

Synchronization Controls

Data Type Configuration

Configure what types of data synchronize between platforms:

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

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

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

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

Advanced Settings

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

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

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

Data Flow Configuration

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

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

Integration Features

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

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

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

Payment Source Configuration

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

Fund Management Configuration

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:

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

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

Recommended Configuration Approaches

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

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

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

Configuration Best Practices

Initial Setup

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

Ongoing Management

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

Security Considerations

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

Troubleshooting Configuration Issues

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

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.

​Configuration Options

​Authentication Configuration

​Authentication Methods

​OAuth 2.0 Configuration (Recommended)

​Legacy Authentication Configuration

​Synchronization Controls

​Data Type Configuration

​Donors/People Sync

​Transactions/Donations Sync

​Funds Sync

​Recurring Donations Sync

​Advanced Settings

​Required Configuration

​Batch Processing Configuration

​Sync Timing Configuration

​Data Flow Configuration

​Sync Direction Matrix

​Conflict Resolution

​Integration Features

​Data Processing Options

​API Configuration

​Monitoring and Logging

​Payment Source Configuration

​WeGive Payment Source

​Fund Management Configuration

​Fund Assignment Logic

​Fund Synchronization

​Recommended Configuration Approaches

​Standard Configuration (Most Churches)

​Bidirectional Configuration (Advanced Users)

​WeGive Primary Configuration

​Configuration Best Practices

​Initial Setup

​Ongoing Management

​Security Considerations

​Troubleshooting Configuration Issues

​Common Problems

​Configuration Validation