Moving from Planning Center.

What changes, and what doesn’t.

Both keep one list of people under every part. Here’s where they differ.

• One app, not severalOneplace to sign in
  • Groups, Sundays, email and giving in one app
  • One bill for the parts you turn on
• Silas and Lighthouse AIAIthat suggests, and a person decides
  • Silas drafts roll and notes from a leader’s few lines
  • Lighthouse AI forecasts Sundays and suggests series
• What Planning Center has that Trellis doesn’t yetNot yetin Trellis
  • A member app in the app stores (Church Center)
  • Text messages
  • Room booking on a calendar

Get your records out.

Each one downloads as a spreadsheet (CSV). Some need export permission in Planning Center, and menu names can differ by account. If a step isn’t where we say, search Planning Center’s help for its name.

1. 1People

   In People, the gear, then Import/Export CSV, then Start Export. Planning Center emails you a link to the file. Planning Center’s steps

2. 2Groups

   In Groups, People, then the download button above the list. If the file doesn’t show who is in which group, download each group’s members on its own. Planning Center’s steps

3. 3Gifts

   In Giving, the By donations tab, narrowed to the dates you want, then export as a CSV. Planning Center’s steps

Check-in history, service plans and form answers don’t come into Trellis (Lighthouse AI can import past Sunday counts), so download what you want to keep for your own records before you cancel. Songs come in from SongSelect files.

Bring it into Trellis.

1. 1People, with Add many

   A new church starts on Bring your people, which has a From Planning Center choice. Upload the people file, check how its columns are matched to names, emails, phones, addresses and households, and look over the preview. Anyone whose email is already in Trellis isn’t added twice. Add your people

2. 2Groups, a group at a time

   Create each group, then import its members with that group picked under Put everyone in a group. Anyone already in Trellis joins the group too. Add your people

3. 3Gifts, with Import

   Upload Planning Center’s donations export. Givers are matched by email, then by name, and funds by name. Gifts already in Trellis are skipped, so nothing is counted twice on year-end statements. Gifts and funds

4. 4Recurring gifts, set up again

   Trellis doesn’t bring card or bank details across, so givers set theirs up again on your church’s giving page. Send them the link, and keep Planning Center Giving on until they have. Recurring gifts

Side by side.

What each part costs.

Turn on only what you use. Priced per church, not per seat, and free for 30 days with no card on your first plan. Pay for a year up front and it costs the same as 10 months.

• GroupsAttendance, events and follow-up for every group.
  Free up to 25 people in groups
• ServingVolunteer teams, schedules and Sunday’s open seats.
  $49 a month
• Worship planningThe whole service on one timeline, every team’s part.
  $69 a month with Serving
• CommunicationsEmail in your church’s name, to lists that update as People changes.
  $29 a month
• GivingOnline and recurring gifts, funds and year-end statements to print.
  $39 a month
• RegistrationSign-up pages for VBS, retreats and events that stop at the number you set.
  $29 a month
• Check-inKids checked in, tagged, and handed back to the adult with the matching stub.
  $39 a month
• Lighthouse AIAI that pays attention.
  Included with Trellis