SYNC A NEW GROUP: Unsynced Groups in external apps
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
SYNC A NEW GROUP: Unsynced groups in external apps
You may have some groups that are in the external app(s) that you have integrated but have not yet been synced to PastorsLine. To sync them:
1. Click on Groups
2. Click on All Groups
The All Groups page will open.
3. Click on the Groups in External Apps tab (blue box in image above).
4. Click on Sync Now to sync your external groups (yellow arrow in image above).
5. The following form will pop up. Complete it and click SAVE to confirm your action.
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new or existing via the Integrations page
This is the best way to sync multiple groups at a time.
Step 1: Log in to PastorsLine.
Step 2: Get to your Integrations page.
| Hover over Integrations (left-hand most column).
Click on Manage My Integrations. |
Step 3: The Integrations page will open up, showing all your current integrations.
Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.
Since you have already set up Tithely/Elvanto syncing, it will be in the active section.
Step 4: Any data from PastorsLine is automatically pushed into your Elvanto account. However, we only sync new data from Elvanto when you tell us to.
SYNCING NEW GROUPS
If you want to sync NEW groups:
Select Group(s) to Sync (blue oval in image below).
Step 5: Toggle on the Group you want to be brought over as a group into PastorsLine (turquoise box in image below), and click Sync Group(s) (brown box in image below).
*** DON'T SEE THE GROUPS YOU NEED? ***
Search for them (blue box in image above).
Also try refreshing the pop-up box (yellow arrow in image above).