Importing people from Planning Center is a free feature of MultiTracks.com. Before importing people from Planning Center, you will need to connect your Planning Center account to your MultiTracks.com account
1. (Click on “Account” then your organization name at the top, then “Connected Accounts” from the left menu) or click here.
2. Press “Connect.”
For more information on connecting your Planning Center account, visit this article.
3. Once you’ve connected your accounts, you can import people from Planning Center directly into your MultiTracks.com account. To get started, go to http://multitracks.com/import and “Add Person” or click this shortcut.
4. You can see everyone in your Planning Center services account in the list to the left. If you hover over someone’s name and click on them, you can see details such as email, last login, and permissions.
5. If you want to add your entire team, click “Add all.” You can import up to 50 people at a time. If your team is bigger than 50 people, you’ll need to do this process multiple times until you’ve imported them all.
6. You can also import specific people rather than your whole team into this list. Click the Plus next to a person’s name to add them to the list.
7. You can search for people by name or filter by service type, team, and position. If you use tags to organize your team across multiple services, you can also filter by tags.
8. After you choose filters, click filter to sort the list by those parameters. To get back to your main list, click “Clear filters.”
9. After you’ve added everyone you’d like to import, click Import on the bottom right.
10. If there are conflicts with duplicate accounts on Planning Center or MultiTracks.com, you will be given specific instructions on how to resolve them on the next screen.
11. After you have resolved any conflicts, you’ll move to the final step, and you can click “Finish Import” to import your team into MultiTracks.com.
Note: If you have people with the same name and email in both Planning Center and MultiTracks.com, their accounts will automatically be linked. If you have people with similar names but different emails or vice versa, you can choose to link accounts or import new people. It’s worth noting that none of these actions will affect your Planning Center account.
12. People listed under “People to be Created” will be added to your MultiTracks.com account. People under “People to be Linked” will be linked to existing people in your MultiTracks.com account.
13. To finalize the import, click Finish Import
14. You’ll get a message letting you know the import was successful, and your team will get an email asking them to finish setting up their MutliTracks.com account.