Planning Center Online Migration Guide

PCO People Migration

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Step 2: Data Design

Custom Fields

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

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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

Text

Any text up to 1,000 characters

Paragraph

Any text up to 65,000 characters

Date

MM/DD/YYYY Dates in other formats will be ignored.

Yes/No

yes/no true/false not case-sensitive

Dropdown

Any existing option for the field must be an exact match of an existing option case-sensitive

Checkboxes

Any combination of existing values, separated by a | The values must be an exact match of an existing option. case-sensitive

Number

Any number

File

Bulk importing file fields in not currently supported.

There are no rows in this table

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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.

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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)

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Add Custom Field

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Custom Fields

Custom Fields

Tab

Field Name

Field Type

Description

Field Content

Reason

Foothills Placeholder Field

General

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

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

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

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

Leadership & Service

Committee Leadership: Roles, Date

Paragraph

Committee Leadership: Active, Former

Checkboxes

Current Committee X Member