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Set up your first integration
Quickly connect Planning Center to Square with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Planning Center with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New List Result" from Planning Center.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Planning Center and Square, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ListRequired
Try ItTriggerPolling- FormRequired
Try ItTriggerPolling- New Profile
Triggers when a new Profile is created.
Try ItTriggerPolling - New Appointment
Triggers when a new appointment is created.
Try ItTriggerPolling
- New Donation
Triggers when a donation is received.
Try ItTriggerPolling - Service TypeRequired
Try ItTriggerPolling- WorkflowRequired
Try ItTriggerPolling- Item Type
Try ItTriggerPolling
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Practical ways you can use Planning Center and Square
Track church donations in Square
When a new donation is received in Planning Center, Zapier automatically creates a corresponding paid order in Square. This helps ensure all donation records are aligned across systems, reducing manual reconciliation time and improving financial accuracy.
Business Owner
Sync profiles to improve system consistency
When a new profile is created in Planning Center, Zapier automatically generates a customer entry in Square. This ensures user data is synced between systems, supporting seamless operations and reducing redundant manual entry.
ITLog project-related donations for review
Whenever a new donation is recorded in Planning Center, Zapier adds it as a note or entry in your project management tool in Square. It ensures the funds tied to specific activities or events are monitored for better resource planning.
Project ManagementLearn how to automate Square on the Zapier blog
Frequently Asked Questions about Planning Center + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and Square
How do I start integrating Planning Center with Square?
To integrate Planning Center with Square, you need to set up a Zap within our platform. You'll start by choosing Planning Center as your trigger app and selecting a specific trigger event, such as 'New Person' or 'New Donation.' After that, you'll link your Square account and set up an action, such as 'Create Customer' or 'Add Payment.' This will ensure seamless data flow between the two platforms.
What triggers are available for Planning Center when connecting with Square?
When integrating Planning Center with Square, you can use triggers like 'New Person,' 'New Donation,' 'Updated Payment,' and more from Planning Center. These triggers initiate actions in Square, such as creating a new customer record or processing a new transaction.
What actions can be performed in Square when using the integration with Planning Center?
You can perform several actions in Square through our integration, including creating customers, processing payments, updating customer details, and adding items. The specific action depends on the trigger chosen from Planning Center.
Do I need any technical skills to integrate Planning Center with Square?
No technical skills are required to integrate these platforms using our services. The process involves selecting triggers and actions through an intuitive interface that guides you throughout the setup process.
How secure is the integration between Planning Center and Square?
The integration is secure because both Planning Center and Square use OAuth authentication to connect with us. This ensures that your data is transferred securely while maintaining compliance with industry standards.
Can I customize the data fields transferred from Planning Center to Square?
Yes, you can customize the data fields that are transferred. During the setup of your Zap, you'll have the option to map fields from a trigger event in Planning Center to corresponding fields in an action event in Square.
How often does data sync between Planning Center and Square occur after integration?
Data sync times vary depending on your plan but typically occur every 5 to 15 minutes. You can check real-time updates for critical triggers if you're subscribed to one of our premium plans.
