Integrations are the simplest way to quickly populate your Gloo account with people. Rather than adding people one by one or waiting on your congregants to text into your Gloo phone number, you can easily upload your entire contact list into your Gloo account with just a few clicks.
Pro Tips:
Group Mapping: You can now select which lists in Planning Center sync as Groups inside the Gloo App.
Explorer Exclusion: If you are receiving Explorers, they will not be created in Planning Center and their record will remain in Gloo.
How to set up a Planning Center Integration 🔗
Important: Before connecting Planning Center with Gloo, please be sure that everyone's mobile number is listed as their primary number. If someone has multiple numbers listed, Gloo will pull over whichever phone number is starred as their primary phone number.
Under the My People menu, navigate to Integrations and click the Connect button under Planning Center.
Verify you have permission to text the numbers you will be importing and click Connect now.
You will be redirected to sign into your Planning Center account. Enter your Planning Center username and password.
Once you've signed in, you will be taken back to your Gloo account. Select if you want to sync all people from your Planning Center account OR if you only want certain lists to be integrated.
Click Edit to select if you want specific Lists to sync from Planning Center. Under the Sync scope dropdown, you can chose to Sync people only or Sync lists to sync full lists of people.
Note: With a free Gloo account, you'll have access to sync up to 3 Lists. With Gloo+, you'll be able to sync as many Lists as you'd like into Gloo!
Existing accounts with more than 3 groups/lists synced will not be required to upgrade unless you try and add more groups/lists, or try to manually sync.
Existing accounts with more than 3 groups/lists synced can continue to use the automatic nightly sync like normal without being required to upgrade.
Gloo+ users can sync and edit as many groups/lists as they'd like with no restrictions at all!
Important note: Gloo looks at your Lists in Planning Center, not the newer Groups feature. So a "Group" in Gloo = a "List" in Planning Center. Make sure you have your people in Planning Center in the appropriate Lists if you want to pull those into Gloo as Groups. Groups in Planning Center cannot be created from the Gloo App.
5. Once you toggle the Sync options you'd like to use, click Sync now to finalize the Integration. Note that Sync nightly is OFF by default.
6. Any Lists you bring over from Planning Center will automatically be created as Groups in Gloo. You can view the people in each list under the My People menu by navigating to My People -> Groups. Any adding/removing people from Planning Center lists needs to be done through Planning Center, not Gloo.
Pro Tip: If you notice that some people did not get imported into Gloo, keep an eye out for the following:
Gloo only pulls people over with a phone number. Gloo will also only pull over 1 phone number per person, whichever one is marked as the primary number.
Gloo only pulls people over who are older than 13.
Gloo removes any duplicate phone numbers.
Gloo only pulls over people that are "active" in Planning Center.
If this is your first time syncing, please allow the sync time overnight to pull groups and contacts into your account.
Viewing, Editing, and Disconnecting your Integration 🔗
Once you have signed in, you'll be able to view, edit, or disconnect your Integration by going back to People -> Integrations and click View under Planning Center. If you've recently signed in, you can simply click the Integration, but if it's been longer than 24 hours, you'll need to re-authenticate your Planning Center username and password.
If you want to change your integration settings (which groups are synced, nightly sync, etc), simply view the Integration and toggle the options the way you'd like them, and then click Sync Now.
Note: If you deselect a group you previously had synced, that group will still be active in Gloo, but it will no longer sync with Planning Center to update.
If you want to disconnect your Planning Center integration, go to the main page at People -> Integrations and click Disconnect under Planning Center. This will not remove any People that you have integrated, but it will prevent any future syncing and remove any previously synced Planning Center Lists from the Gloo Groups tab.
