Sync Planning Center lists with ClearPolicy groups

Connect Planning Center to ClearPolicy, map Planning Center lists to groups, and manage the sync settings for each connected list.

ClearPolicy’s Planning Center integration lets you sync Planning Center lists with ClearPolicy groups. When you connect a list to a group, people from that list are imported into the matching group so you can send policies and agreements without manually rebuilding your audience in ClearPolicy.

ClearPolicy is listed in the Planning Center integrations directory as an official integration.

What gets synced

When you set up a Planning Center sync, ClearPolicy pulls in each person’s:

• Full name
• Email address
• Group membership based on the Planning Center list you connected

Imported people appear in your People list and are tagged with Planning Center as their source, so you can always see where they came from.

Sync is one-directional. ClearPolicy imports from Planning Center into ClearPolicy groups. Changes you make in ClearPolicy are not synced back to Planning Center.

How to connect and set up sync

1. Go to Integrations

   In ClearPolicy, navigate to Settings → Integrations → Planning Center.

2. Authorize Planning Center

   Click Connect and sign in to your Planning Center account when prompted. ClearPolicy will request read access to your lists and the people in them.

3. Choose a Planning Center list

   Select the Planning Center list you want to sync.

4. Choose the ClearPolicy group

   Select the group that should receive people from that list. You can create a new group using the list name or sync into an existing group.

5. Add the sync

   Click Add List, then click Save changes to start syncing that Planning Center list to the selected group.

6. Send documents

   Once the sync is active, you can send any published document to that group for electronic signature.

Set up a new sync by selecting a Planning Center list and mapping it to a ClearPolicy group.

Manage existing syncs

After a list has been connected to a group, the sync settings page shows each active list-to-group connection. You can review the sync status, confirm the last sync time, run Sync Now, or remove a sync you no longer need.

Review active syncs, check the last sync time, and run a manual sync when needed.

Create your groups around the teams or ministries you already manage in Planning Center. Matching names makes it easier to confirm each list is syncing to the right group.

If a person’s email address already exists in ClearPolicy, they won’t be duplicated during sync.