Overview

Once you’ve connected Overflow’s PCO integration, all future contribution and giver information will automatically sync from your Overflow Dashboard to your PCO account. This eliminates the need for manually exporting and uploading donation details, making it easier for you to engage with the individuals giving to your church.

Get Expert Tips on Setting Up the PCO Integration

Learn directly from one of the engineers, Sachin, who built the PCO integration! He'll guide you on how to set it up and make the most of its features.

How to Get Started

1. Log in to your Overflow Dashboard and navigate to the Settings section. Click the Integrations tab.
2. Activate the PCO integration by clicking “Connect” within the Planning Center Online tile.
3. This will open a side panel. Click “Connect to PCO”.
4. You'll then be directed to PCO's login page. Enter your PCO account credentials and select "Allow". You will then automatically be redirected to the Overflow Dashboard.
   1. Important: Make sure that the PCO giving module is turned on and that the person authenticating the integration is a full PCO admin.
5. You will then have the option to choose between a few configurations:
   1. Two-Way Sync: This sync is ONLY for people data. If you'd like updates made to a person's profile in PCO to reflect in Overflow, you can turn on this option.
   2. Manual Entry: If you will be manually entering physical cash and check donations in Overflow and would like those donations to appear in PCO, please toggle this option on.

The PCO integration tile should now show as “Active”. You're all set up! 🎉  

Check out this quick video to see this process in action and learn more about the integration: https://www.youtube.com/watch?v=Mn-qTENKuXU

Syncing Explained

When Contributions Sync

Once a contribution is confirmed within your Overflow Dashboard (which happens immediately for cash and crypto and occurs when you confirm receipt of a stock gift), the donation and donor details will now automatically sync to your PCO account.

• Cash and credit contributions will be added within the proper transaction category.
• In-Kind Contributions (Non-Cash): The payment source will reflect the asset (e.g., “Overflow Donor Advised Fund” or “Overflow Stock”) when synced. Each donation will also be placed in its own batch.

Eligible Fields for Syncing

1. Contribution Value
2. Fund
   • If a campaign in Overflow exactly matches a fund name in PCO, the donation will be linked to that fund.
   • If the campaign name does not already exist in PCO, a new campaign will be created and associated with the contribution.
3. Donor's First / Last Name & Email Address
   • A donor’s email address is used to check if they already exist in PCO. If they do, their donation will be matched to their existing profile.
   • If they do not, a new donor profile will be created.

More About the 2-Way Sync

1. Donations will only sync from Overflow to PCO—not both ways. Any transaction information flows in this direction only.
2. PCO profile updates will not update a donor’s Overflow Donor Profile.
   • If a donor updates their address in PCO but not in their Overflow Donor Profile, their Overflow profile will still reflect the old address. The two-way sync only sends the data to your Dashboard, not the Donor Profile.
   • If a donor changes their address in their Overflow Donor Profile, that address will overwrite the address in both your Overflow Dashboard and their PCO profile.

Failed Syncs

Common Causes

Here are 4 key changes in PCO that might cause errors when syncing contribution and donor information from Overflow:

1. Removing a Fund in PCO
   • If a fund existed previously in both Overflow and PCO, and is later removed from PCO, it will cause sync issues for any contributions associated with that fund.
   • To prevent this: Make sure the Overflow Default Fund is active in PCO. This fund will catch any contributions without an associated fund and allow them to still sync.
2. Merging or Splitting Donor Records in PCO
   • If you merge or split a donor record in PCO, and that donor also exists in Overflow, their contribution information will no longer sync to PCO. (Merging or splitting changes the donor’s PCO Donor ID.)
   • To fix this: Please email us at support@overflow.co with the donor’s Overflow Donor ID and their updated PCO Donor ID.
3. Giving Module Not Turned On in PCO
4. Donor Email Issues
   • If a donor’s email address has a typo, is invalid (e.g., @gmai.com, without the "L"), or includes an unsupported domain (e.g., duck.com), the sync may fail.
   • To fix this: Please ask the donor to use an alternate email address and update their Donor Profile with the new email. (Navigating Your Donor Profile: A Beginner’s Guide)

‍Checking For Failed Syncs

1. Go to the Integrations module in the Dashboard.

2. Click on "See Details" in the PCO Integration tile.

3. Here, you may see a notification at the top about a failed sync.

• See this notification? Simply reach out to us at support@overflow.co.
• We’ll help identify the issue, re-initiate the sync, and let you know if anything else is needed on your end. We’re here to get you back on track!

FAQs

Is there an extra cost associated with this integration?

Nope! The PCO integration is already included with your Overflow subscription.

Why do I not see the giving types "Stock" or "Crypto" within my PCO dashboard?

Since PCO does not allow custom giving types or support non-cash asset types, all stock and crypto donations from Overflow will be classified as checks.

• In order to understand which gifts were from Overflow, navigate to the "Gifts" section of PCO.
• Within your Dashboard view, you'll see a pie chart that indicates the source of each gift. This will give you an overview of how many total donations came from Overflow.
• To see individual transactions from Overflow, click "Donations List" within the Giving section and filter transactions by Source ("Overflow").

Can I view subcampaign details of an Overflow gift within PCO?

PCO does not support subcampaigns within the platform, so any subcampaign details that exist on an Overflow contribution will not appear in your PCO account.

• If you have multiple locations, we recommend setting up your Campaigns as First Location - Tithes, First Location - Legacy, Second Location - Tithes, Second Location - Legacy, etc.
• You can rename the designation to Fund within Customization Settings.

Why do batches from Overflow say they are created by an admin in PCO, not Overflow?

When transactions sync through Overflow’s integration with PCO, they will appear as if the authenticating admin created the batch. However, the source will be listed as Overflow.

• If you prefer the batches to be labeled as “created by Overflow,” you’ll need to create an admin in PCO with the name, Overflow App, and then authenticate the integration using that profile.

How are anonymous donors handled in PCO?

Anonymous donors will appear as a regular donor in PCO with their full name and email address visible. We also offer a few options based on the donor’s method of giving:

1. If the donor is giving through our platform, they can choose to remain anonymous.
   • We recommend that you reference your Overflow Dashboard to know if a donor gave anonymously.
2. For cash donations received without a name, you can use the Gift Entry module in the Dashboard to input the donation without creating a Donor Profile.

Both types of donations will sync with PCO!

Will updates to a donor or contribution in PCO sync to my Overflow Dashboard?

No. Overflow's PCO integration is one-way, meaning data will only move from Overflow to PCO and never the other way around.

How do I disconnect the PCO integration with Overflow?

Moving to another CRM or no longer want to automatically sync contribution and donor information? You can disconnect the PCO integration by navigating to the Settings section of your Dashboard and clicking "Integrations".

1. On the PCO tile in the Integrations tab of your Dashboard settings, click “See Details”.
2. Within the side panel that pops open, click “Disconnect” at the bottom. The application will automatically be disconnected and all data will cease to sync to your PCO account.

How do in-kind donations sync in the PCO integration?

In PCO, in-kind donations sync like any other asset class. However, the payment source will be listed as either “Overflow Donor Advised Fund” or “Overflow Stock.” Each donation will be grouped into its own batch.