PLANNING CENTER INTEGRATION

Intulse's Planning Center integration merges your phone system with your Planning Center account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within Planning Center and return any records that match.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your Planning Center records. You can click on the caller’s name to open their records within Planning Center. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

You will be able to start calls to Planning Center contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside Planning Center by simply clicking on a phone number.

To experience the integration between Intulse and Planning Center, you will need to use the Intulse App.

CONNECTING PLANNING CENTER TO THE INTULSE APP

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

All Users

1. Open the Intulse App and select the More menu tab.
2. Select Planning Center from the More menu.
3. Click the Authorize Intulse button.
   • This will open new window where you can login to your Planning Center account and authorize Intulse to access your data in Planning Center.
4. Once you've completed the authorization process you should see a banner in the Intulse App indicating that the process was successful.

System Administrators

1. Select the Call Category with which incoming and outgoing calls will be marked.
2. Choose if you wish to Enable automatic call logging for your church.
3. use the drop-down list to select users who should be excluded from automatic call logging.

For more information about Planning Center, check out their website!