Skip to content
Planning Center Online Migration Guide
Tasks
PCO People Migration
Resources
In Development
More
Share
Explore
Step 2: Data Design

icon picker
Custom Fields

⁠
https://pcopeople.zendesk.com/hc/en-us/articles/220345848-import-a-csv-file-in-people
⁠
⁠

Background

Custom fields allow you to keep track of information specific to your church. For example: Membership dates or board service. Custom fields can be edited for each individual profile, and are sorted into tabs. It is important to understand what information will automatically be collected by PCO (
Reference: All Built-In Fields
⁠
) before you add fields.

Field Type

Custom fields can be the following types:
FIELD TYPE
FORMAT
1
Text
Any text up to 1,000 characters
2
Paragraph
Any text up to 65,000 characters
3
Date
MM/DD/YYYY Dates in other formats will be ignored.
4
Yes/No
yes/no true/false not case-sensitive
5
Dropdown
Any existing option for the field must be an exact match of an existing option case-sensitive
6
Checkboxes
Any combination of existing values, separated by a | The values must be an exact match of an existing option. case-sensitive
7
Number
Any number
8
File
Bulk importing file fields in not currently supported.
There are no rows in this table
⁠


Add Custom Fields

In order to add Custom Fields, you must create at least one Custom Tab. Click add tab, type the name of the tab, and press Enter.
Add fields by clicking New Field and choose what type of field you want it to be.
⁠
Your Tab is created
⁠
⁠
Use the pencils to edit the name of your tab any any fields.
Reorder the tabs and fields by dragging the handles.
Choose who can edit the fields on a person's profile with by clicking the x to remove the listed person or Share with to choose a person or
permission
⁠
.

Defining Custom Fields


Action Step:


Step 1: Click the Add Custom Field button below to add information that you want to track. If you are not sure how to track it, that is okay, add as much information as you can, and we will workshop together.

Step 2: Look at the tab table below and create categories for your fields

Step 3: Complete Task (once these fields are set we will look at permissions)


⁠
Add Custom Field
⁠
⁠
Custom Fields
1
Tab
Field Name
Field Type
Description
Field Content
Reason
Foothills Placeholder Field
General
7
Pronouns
Checkboxes
Pronouns used by an individual
List Add Other: with pastoral followup to add to the list
​
Gender (inclusive)
Checkboxes
​
List Add Other: with pastoral followup to add to the list
​
Photo Release
Dropdown
​
Add Drop Down Options
​
Racialized Identity
Checkboxes
​
Non-Hispanic White or Euro-American
​
Language
Checkboxes
​
English - Basic
​
Senior Living Facility
Dropdown
​
List the facilities by name
​
Affiliated Congregation or Community Group
Dropdown
​
List possible congregations, or community groups
​
Membership
9
Date of First Visit
Date
Date of completed guest card or first event registration at the church
​
​
Attended Newcomer Intro
Date
​
​
​
Completed Membership Class
Date
​
​
​
Membership Date
Date
Date of participation in a membership ceremony
month/day/year
​
Membership Ceremony Attended
Date
​
​
​
Left Membership Date
Date
​
​
​
Reason Left Membership
Dropdown
Populate this list / overlap with inactive reason list expected
​
​
Membership Role Review Letter Sent
Checkboxes
Each Checkbox
​
​
Membership Role Review Letter
File
​
​
​
Communication
4
Subscription List
Checkboxes
Tabled for future discussion
​
​
Communication Preferences
Checkboxes
Tabled for future discussion
No Email Communication
​
Mailing Label
Text
Names that appear on a mailing label ex. Rev. Sean Neil-Barron & Charles Howes
​
​
Salutation
Text
Letter Salutation Dear “Rev. Sean & Charles”
​
​
Engagement
5
Connection Form: Activities Enjoyed
Checkboxes
​
What types of activities do you enjoy? Please check all that apply. Cooking Working in the kitchen with others Donating homemade foods Using Spreadsheets Finance related activities Event organizing Stuffing envelopes Office work Marketing Fundraising Photography Creating brochures Teaching Gardening Social events Playing an instrument Singing Social Justice Visiting elderly Working with children
​
Connection Form Completed Date
Date
​
​
​
Anti-Racism Training
​
​
​
​
Small Group Facilitator Training
​
​
​
​
Add RE Trainings
​
​
​
​
OWL
6
Leadership & Service
4
Committee Leadership: Roles, Date
Paragraph
​
​
​
Committee Leadership: Active, Former
Checkboxes
​
Current Committee X Member
​
Board Roles Held, Dates
Paragraph
​
​
​
Board Member
Checkboxes
​
Current board member
​
Milestone
3
Deceased Date
Date
​
​
​
Milestone Dates
Date
important milestone dates in the member’s life
Baby Dedication Date
​
Memorial Service Notes
File
​
​
​
⁠
Tab
0
⁠




Background
Field Type
Add Custom Fields
Defining Custom Fields
Custom Fields
Tab
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.