This article shows you how to troubleshoot batches that fail to sync to Planning Center.
A gift failing to sync will cause its whole batch not to sync to Planning Center (PCO). The first step to resolve this is determining why the gift was unable to sync. Here are the two most common reasons that batches haven't synced.
PCO does not allow us to sync gifts with closed accounts. We recommend that you leave accounts open in PCO until both the gifts and batches are committed.
Another reason that a batch might not be syncing is if it isn't ready in the My Well Giving Platform. We do not post payouts in the Admin Portal until all transactions are settled in our system. Until this happens, they will not sync to PCO.
Steps To Find The Reason A Batch Hasn't Synced 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. Scroll to the Sync Attempts table at the bottom of the page.
9. Read the Status Message on the right side of the table.
Pro Tip: You can read how to resync gifts here.