There are three ways to resync gifts and batches to Planning Center
After determining the reason that a gift failed to sync, you can take action to resolve it. These steps will depend on the Status Message found in Step 9 above. After you take the necessary steps, you can retry the sync in the Admin Portal.
There are four options to fix gifts that didn't sync:
- You can resync all batches. This will retry all gifts that are not synced over.
- You can resync one batch. This will retry all gifts in that one batch that are not synced over.
- You can resync one gift. This will retry the individual gift.
- You can manually add the gift to Planning Center and mark it as synced in the Admin Portal.
Steps To Resync All Batches To PCO Using The My Well Ministry Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Select Statements in the top right corner.
3. Select the yellow Retry Syncing All Failed Gifts button above the Payouts table.
Steps To Resync One Batch To PCO Using The My Well Ministry Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Select Statements in the top right corner.
3. A Payout that hasn't synced to PCO will be highlighted in yellow.
4. If the Payout doesn't appear on the list, select the dropdown below Payout Range on the filter bar. Choose a different timeframe.
5. Select the highlighted Payout.
6. Select the Retry Syncing Failed Gifts For This Payout button above the Gifts table.
Steps To Resync One Gift To PCO Using The My Well Ministry Web Version:
1. Sign in to your My Well account and navigate to the Admin Portal.
2. Select Statements in the top right corner.
3. A Payout that hasn't synced to PCO will be highlighted in yellow.
4. If the Payout doesn't appear on the list, select the dropdown below Payout Range on the filter bar. Choose a different timeframe.
5. Select the highlighted Payout.
6. Scroll to the Gifts table at the bottom of the page.
7. Select the gift that is highlighted yellow.
8. Select the pink Retry Syncing Gift button under the giver's name.
How Re-Syncing Works:
1. During a retry, we check if the batch is still pending in PCO.
2. If the batch is pending, we will retry to add the gift. After we re-sync the gift, the batch will move to committed if it is complete. If not, it remains as pending.
3. If the batch was already manually committed, we will not sync the transaction in order to avoid duplicates.
Steps To Manually Mark A Gift As Synced Using The My Well Ministry Web Version:
1. Manually add the gift to the correct batch in Planning Center.
2. Sign in to your My Well account and navigate to the Admin Portal.
3. Select Statements in the top right corner.
4. A Payout that hasn't synced to PCO will be highlighted in yellow.
5. If the Payout doesn't appear on the list, select the dropdown below Payout Range on the filter bar. Choose a different timeframe.
6. Select the highlighted Payout.
7. Scroll to the Gifts table at the bottom of the page.
8. Select the gift that is highlighted yellow.
9. Select the pink Update As Synced button. This will keep our system from syncing it over to avoid duplicates.