This is where you find answers to the most frequently asked questions about our Planning Center People Integration. 

Quick Find:

Here is the information that can be created, edited and deleted on either platform and it will be reflected in the other: 

Here is the information that cannot be viewed in Notebird and must be created, edited and viewed in Planning Center. Once again, we've made it extremely easy to reference a person's Planning Center profile to access information quickly and easily. 

Notebird updates, custom milestones and tasks do not sync with Planning Center. Updates, tasks and milestones saved within Notebird will securely remain in Notebird. Only certain contact information (see above) sync both ways between platforms. 

We have made it extremely convenient for you to navigate to a person's Planning Center profile directly from Notebird. There is a Planning Center link directly under a person's name in their Notebird profile. That link directs back to that individuals Planning Center profile for you to find relevant information. 

 Not at this time. We sync your entire Planning Center People database to Notebird. Notebird Groups help determine which pastoral care issues are active. 

Notebird supports a number of different family relationship types that Planning Center currently does not support. So for data consistency we ask that you manage all household information in Planning Center. Household syncing is a little tricky so we've created a separate help document that goes more in depth. 

We repeat: ALL households should be created, edited and managed in Planning Center.

People set to 'inactive' in Planning Center will not 'archive' people in Notebird. . If a person is deleted in Planning Center then the person in Notebird will be deleted unless that person has updates or tasks. In that case, that person will be deleted in Planning Center but will be archived in Notebird and their Planning Center link will no longer be active.