> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sync Planning Center lists with ClearPolicy groups

> Connect Planning Center to ClearPolicy, map Planning Center lists to groups, and manage the sync settings for each connected list.

ClearPolicy's Planning Center integration lets you sync Planning Center lists with ClearPolicy groups. When you connect a list to a group, people from that list are imported into the matching group so you can send policies and agreements without manually rebuilding your audience in ClearPolicy.

ClearPolicy is listed in the [Planning Center integrations directory](https://www.planningcenter.com/integrations/clearpolicy) as an official integration.

## What gets synced

When you set up a Planning Center sync, ClearPolicy pulls in each person's:

* **Full name**
* **Email address**
* **Group membership** based on the Planning Center list you connected

Imported people appear in your People list and are tagged with Planning Center as their source, so you can always see where they came from.

<Info>
  Sync is one-directional. ClearPolicy imports from Planning Center into
  ClearPolicy groups. Changes you make in ClearPolicy are not synced back to
  Planning Center.
</Info>

## How to connect and set up sync

<Steps>
  <Step title="Go to Integrations">
    In ClearPolicy, navigate to **Settings** → **Integrations** → **Planning
    Center**.
  </Step>

  <Step title="Authorize Planning Center">
    Click **Connect** and sign in to your Planning Center account when prompted.
    ClearPolicy will request read access to your lists and the people in them.
  </Step>

  <Step title="Choose a Planning Center list">
    Select the Planning Center list you want to sync.
  </Step>

  <Step title="Choose the ClearPolicy group">
    Select the group that should receive people from that list. You can create a
    new group using the list name or sync into an existing group.
  </Step>

  <Step title="Add the sync">
    Click **Add List**, then click **Save Changes** to start syncing that
    Planning Center list to the selected group.
  </Step>

  <Step title="Send documents">
    Once the sync is active, you can send any published document to that group
    for signature or acknowledgment.
  </Step>
</Steps>

<Frame caption="Set up a new sync by selecting a Planning Center list and mapping it to a ClearPolicy group.">
  <img src="https://mintcdn.com/ferviddigital/CsQQ2AL8EcUoeR5Q/images/planning-center-sync-add.png?fit=max&auto=format&n=CsQQ2AL8EcUoeR5Q&q=85&s=102d20875c2cf1ca7e4338e0aa7dedba" alt="Planning Center sync setup screen showing how to connect a Planning Center list to a ClearPolicy group." width="1610" height="704" data-path="images/planning-center-sync-add.png" />
</Frame>

## Manage existing syncs

After a list has been connected to a group, the sync settings page shows each active list-to-group connection. You can review the sync status, confirm the last sync time, run **Sync Now**, or remove a sync you no longer need.

<Frame caption="Review active syncs, check the last sync time, and run a manual sync when needed.">
  <img src="https://mintcdn.com/ferviddigital/CsQQ2AL8EcUoeR5Q/images/planning-center-sync.png?fit=max&auto=format&n=CsQQ2AL8EcUoeR5Q&q=85&s=9a3a94144fe0216cf9215db833edfad2" alt="Planning Center sync settings showing connected lists, matching groups, sync status, and the last synced time." width="1618" height="848" data-path="images/planning-center-sync.png" />
</Frame>

<Tip>
  Create your groups around the teams or ministries you already manage in
  Planning Center. Matching names makes it easier to confirm each list is
  syncing to the right group.
</Tip>

<Note>
  If a person's email address already exists in ClearPolicy, they won't be
  duplicated during sync.
</Note>