2023 July Update
Your integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.
UPDATE 2022.10.21: SYNC ADDRESSES AND SYNC BIRTHDAYS
***Please read full update before taking ANY action.***
VIDEO
HOW TO FIND THIS PAGE
Step 1
Log in to PastorsLine.
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Step 2Click on Integrations and then choose Manage My Integrations (blue box in image to the left). |
The Integrations page will open. Depending on your integrations, the active/inactive items may differ from the example below:
HOW TO WORK WITH THIS PAGE
If this is the first time you are using the Integrations page, hang tight for a moment.
If you are an experienced PastorsLine partner, this page should look familiar. This is because the Integrations page is an embedded page brought over from the PastorsLine Legacy app. So, you work with it in the same way you have been working with it in the past.
NOTE: To refresh the page, click on the purple Reload in the top, right-hand corner of the page.
First-time Partners (or anyone who needs a refresher)
THE TOP OF THE INTEGRATIONS PAGE
The purpose of this feature is to solve the inconvenience of having duplicate PastorsLine AND ChMs profiles in your PastorsLine "All People" contacts list. This includes profiles that were created in PastorsLine - usually either manually, or through a data capture, before being added to your ChMs. This essentially gets rid of those duplicate PastorsLine profiles, leaving only the matching profiles in your ChMs in your "All People" contacts list. You can also choose to merge any existing PastorsLine profiles into your chosen ChMs to clean up your list as well.
This article explains all: https://help.pastorsline.com/en/articles/4790381-auto-merge-pastorsline-contacts
THE REMAINDER OF THE INTEGRATIONS PAGE
The content will depend on your PastorsLine plan. In general, there will be sections showing 1 or more integrations. For example:
Here is a list of helpful articles. Choose the one(s) relevant to you.
Breeze | |
Church Community Builder | |
Mailchimp | |
Planning Center | |
Rebrandly | Using our link shortener: https://help.pastorsline.com/en/articles/4219551-v3-using-our-link-shortener |
Rock RMS | How does it work: |
Tithely (Elvanto) |
FULL UPDATE 2022.10.21: SYNC ADDRESSES AND SYNC BIRTHDAYS
PastorsLine now gives you the option to sync addresses and/or birthdays with your ChMS integration.
PLEASE NOTE THAT:
(1) This is a ONE TIME PROCESS. It cannot be reversed or turned off.
(2) The sync will be 1-or 2-way depending on your integration.
NOTE: You cannot add people on the PastorsLine side to 1-way in groups.
Breeze 2-way syncing of first name, last name, email, phone number and date of birth. (Using a data capture will update these fields in Breeze.)
1-way syncing of address (only pulling info in from the ChMS, so data capture will not update these fields in Breeze)
| CCB 2-way syncing of first name, last name, email, phone number, and date of birth. (Using a data capture will update these fields in CCB.)
1-way syncing of address (only pulling info in from the ChMS, so data capture will not update this field in CCB) |
Elvanto 1-way syncing of first name, last name, email, phone number, and address (only pulling info in from the ChMS, so data capture will not update profiles in Elvanto)
2-way syncing of date of birth
| Mailchimp 1-way syncing of first name, last name, email, and phone number (only pulling info in, so data capture will not update profiles in Mailchimp)
2-way syncing of date of birth
No integration with address at this time.
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PCO 2-way syncing of first name, last name, email, date of birth and phone number. (Using a data capture will update these fields in PCO.)
1-way syncing of address (only pulling info in from the ChMS, so data capture will not update these fields in PCO) | Rock 2-way syncing of first name, last name, email, date of birth, and phone number. (Using a data capture will update these fields in Rock.)
Coming soon: syncing of address
|
To sync addresses or birthdays, toggle on the button.
An override alert will appear (see images below).
Address
 | Birthday
 |
Click ENABLE AND SYNC ADDRESSES / ENABLE AND SYNC BIRTHDATES to continue.
DON'T SEE THE TOGGLE BUTTONS?
That means someone has already toggled them on. Since this is a one-time action, the buttons disappear after they are toggled on.