Question

Photo of James Kay

0

Planning Center Online Sync Plugin

2

Additional Questions:

1. How does the plugin determine which info (on Rock or PCO) is more up-to-date?

2. What field does the plugin use to match up the records to sync?

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Hi all,


Anyone had experience using the above plugin? The website's documentation does not go in-depth of what it syncs exactly, and treatment of exceptions/conflicting information. My initial questions are:

1. What details between PCO and Rock does the plugin sync?

2. How does the plugin manage mismatch in data/conflicting information (which one becomes source of truth)? Are the treatments of these situations customisable?

3. Any known limitations/issues with the plugin ?

4. Can the plugin sync volunteer's teams/groups that they are involved in and reflect the changes on Rock/PCO? e.g. volunteer changed from serving in Kid's church to Worship Team, etc.

Any further information on this plugin would be a great help!


Thanks :)

  • Photo of Brandon Gamache

    1

    The demographic information that will be synced between Rock and PCO includes name, birthdate home address, email address, home, business and cell phone and permission level will also be synced one-way from Rock to PCO.

    Once everything is synced, if info in PCO is updated but not in Rock, this plugin will update Rock (unless a photo was uploaded to PCO--that won't transfer to Rock). One note to consider, when syncing from Rock to PCO, PCO users will have their permissions changed to whatever  your Rock group is set to. Initially we had a handful of editors, schedules and admins that were reset to scheduled viewer (since this is what the serving teams were set to), and if we updated them in PCO it would revert back to what was set in Rock so I created separate permission groups in Rock specifically for each permission level, so it would set them properly.


    You can read the documentation here: https://rockrms.blob.core.windows.net/documentation/Plugins/PCOSync/Manual-v1.0.pdf

  • Photo of James Kay

    0

    Thanks so much Brandon! It is very helpful. 

    Quick question regarding the sync.. how does the plugin determine which info (on Rock or PCO) is more up-to-date?

    • Brandon Gamache

      Brandon Gamache

      This is from the 'Usage' section in the manual linked above:
      Once you’ve updated and saved these values, each member in this group will get synced to PCO the next
      time the PCO Sync job runs. Before adding a new person to PCO, the sync will first check to see if there is
      already someone with the same email address. If there is (and there is not already another Rock person
      syncing to that person in PCO), the sync, will update that person instead of creating a new person in
      PCO.


      As for your other question, once the initial sync is complete, if one value in one system is different than the value in the other then you'll know which one is the newest