Prerequisites
- A Port account and active sign-in session
- Planning Center permissions that allow authorizing Port for your organization
Connect During Onboarding
- Sign in to Port.
- Complete billing/onboarding steps.
- Click the Planning Center connect step.
- Authorize Port in Planning Center.
- Return to Port and confirm your organization is shown.
Connect or Reconnect From Settings
- Open Settings > General.
- Use the connect button if disconnected.
- Complete OAuth in Planning Center.
- Return to Port.
Refresh Organization
If your organization data is stale:- Open Settings > General.
- Use Refresh Organization.
Disconnect
In Settings > General, you can disconnect Planning Center. After disconnecting:- Imports that require Planning Center API access will not run.
- Reconnect before starting a new import.
Common Issues
- If OAuth fails, retry from Settings and complete the full authorization flow.
- If you changed org permissions in Planning Center, reconnect to refresh token scope.