SecureGive uses the OAuth feature built into Planning Center to securely authenticate between the two systems. There are 2 key steps that need to be completed to authorize the integration. Once completed, you can link up donors and donation categories (as explained below). When this is done, SecureGive will automatically upload transactions through the API to Planning Center each night. 

Step 1: Setting up a Payment Source in Planning Center:

1. Navigate to: https://giving.planningcenteronline.com
2. Click "Manage" on the top navigation bar
3. Click "Payment Sources" on the left navigation bar
4. Click "Add a new payment source" button
5. Enter any text for the Name. The Name must be unique and only one word. It will also be case sensitive when setting up the integration in SecureGive. (Most choose to name the source, SecureGive)
6. Click "Create"

Step 2: Authorizing Planning Center in SecureGive:

1. Navigate to Settings > Export
2. If the Export Format is not currently set to Planning Center, simply contact SecureGive. Once changed, you can complete the final steps.
3. Enter the payment source from Step 1 above into the Payment Source text box. Remember, this is case sensitive.
4. SecureGive transactions from the backfill date and forward will upload to Planning Center. When choosing this date, avoid duplicating transactions already entered into Planning Center or missing transactions by not going back far enough. As an admin, you are able to set a backfill date up to 90 days in the past. If it needs to be set further back, let us know, and we can set it up to a calendar year in the past.
5. Click Authorize. This will take you to a Planning Center sign in page.
6. Click Allow in the pop up that says Authentication Required at the top of the window

------

SecureGive previously used Personal Access Tokens instead of OAuth for integrating with Planning Center. If you were using this token-based integration, you'll want to delete your previously used Personal Access Token as a security measure. 

How to Delete a Personal Access Token in Planning Center:

1. Navigate to: https://api.planningcenteronline.com/oauth/applications
2. Scroll down to Personal Access Tokens
3. Click "Delete" on the right side of the Personal Access Token you'd like to delete
4. Click OK to confirm.

------

Step 3: Connecting IDs In SecureGive

SecureGive and Planning Center now support the linking of campuses. Campus IDs are not required to upload transactions to Planning Center. However, You may set the Campus IDs by going to  Settings > Locations  in your SecureGive dashboard and clicking on the location you want to connect. You will have a drop-down menu to choose the corresponding campus in Planning Center. Be sure to Save after you do this. All transactions will be sent over in one batch each night. If you have specific locations set to Planning Center campus ids, the transaction will be uploaded to PCO with that campus tag on it. If you do not have specific campus ids set, the transactions will be uploaded to PCO without a specific campus tag and will be attributed to whatever campus the donor is assigned to in PCO.

Connect Categories: The next step will be to go to Categories > Donations, click on the Edit pencil, and then use the Planning Center Category ID dropdown to connect all Active Categories with their respective Planning Center funds.

Connect Member IDs: You will need to input the Planning Center Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. You can do this from the All Transactions page or the Members page:

1. Go to Reporting > All Transactions. Click the exclamation point in the Member ID column. Based on the member's profile information in SecureGive, a list of possible Planning Center matches will appear in the "Add/Update Member ID" window at the right. Select the one you want to connect to, and then click the Update Member ID button. You can also enter the Member ID manually.
   
   
2. Go to Users > Members, and select your desired member. Click the Add Member ID link. Select from one of the possible Planning Center matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button.
   You can also click the Edit pencil at the top right of the profile, and then click the Find Matches button next to the Planning Center Member ID blank. Select from one of the possible matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button. You can also enter the Member ID manually.

***Please note that you will need to monitor the All Transaction Report's "Export Status" column in SecureGive on a regular basis. If there are transactions Pending, ReQueued, or Failed to upload, you can click into each transaction to see why it didn't upload so you can update it accordingly.