> ## Documentation Index
> Fetch the complete documentation index at: https://wegive.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration Options

> Detailed configuration settings and options for the WeGive Planning Center integration

# 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:**

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

### 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

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

### 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

### 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

## 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.