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Planning Center Online Migration Guide
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PCO People Migration
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Giving
https://pcogiving.zendesk.com/hc/en-us/articles/205197050-Setting-Up-a-New-Giving-Account
Learn how to do the following:
Add Donations
Send Statements
Manage Stripe Payouts
Help Donors Give Online
PCO App
Task
Status
Link
Done
Task Phase
Phase Number
PCO App
Task
Status
Link
Done
Task Phase
Phase Number
Giving
15
Input giving history and or aggregate giving levels
Not Started
Connect joint donors
Not Started
Input pledge campaigns
Not Started
Create plan to move recurring donors over
Not Started
Define permission types
Not Started
Create Funds
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/205197070-funds
Consider How Past Donations Will be Imported
Not Started
Consider use of PCO MVP for donation import
https://pcomvp.com/
Set Up Stripe Account
Not Started
Add Administrators
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/206541708-administrators-and-permissions
Adjust Giving Settings
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/360000567887-settings
Set Up Apple Pay
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/115002722127-apple-pay
Enable Church Center Mobile App
Not Started
https://pcoaccounts.zendesk.com/hc/en-us/articles/360010614793
Add Donation page to Website
Not Started
Learn about Stripe
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/205180950-Processing-Payments-with-Stripe
Define booking procedures
Not Started
https://pcogiving.zendesk.com/hc/en-us/articles/204942754-Giving-and-Bookkeeping
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