Getting Your People In.

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Episodes

1. 1:49

   Episode 01 / 3

   How to Import Your Congregation from Planning Center into CareNote (People Sync)

   Chapters & summary

   Connect Planning Center Online once and your whole congregation flows into CareNote — with webhooks that keep people in sync forever after.

   1. 0:00Intro — what we'll cover
   2. 0:16The integrations hub
   3. 0:32Importing your people
   4. 0:52Webhooks & people sync
   5. 1:12Importing anniversaries as milestones
   6. 1:26Recap
   7. 1:37About CareNote
2. 1:20

   Episode 02 / 3

   How to Import Church Members from Breeze, Excel or Any CSV into CareNote

   Chapters & summary

   Not on Planning Center? If your church management system exports to CSV — Breeze, ChurchTrac, Excel — CareNote imports it, with auto-mapped columns and a consequence-free dry run.

   1. 0:00Intro — what we'll cover
   2. 0:17Import & Export overview
   3. 0:36CSV import with dry run
   4. 0:58Recap
   5. 1:08About CareNote
3. 1:18

   Episode 03 / 3

   Family-Based Pastoral Care: Households in CareNote | Tutorial

   Chapters & summary

   Churches don't shepherd names on a list — they shepherd families. Households give every family one record: members, address, and all their care together.

   1. 0:00Intro — what we'll cover
   2. 0:13The households list
   3. 0:30Inside a household
   4. 0:56Recap
   5. 1:06About CareNote