Adding a Pushpay/CCB two-way process queue group.
Just before we begin...
Are you looking to sync so you can send a message?
We recommend our Browser Extension - designed to allow you to send group texts from within Pushpay/CCB. You create the message -- We do all the necessary syncing in the background.
SYNC A NEW GROUP: Unsynced Groups in external apps
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: From your 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.
DETAILS ABOUT COMPLETING THE POP UP FORM
 | Step 1: Choose Integration (blue arrow in image to the left).
Step 2: Make sure the CCB logo is selected yellow box in image to the left).
Step 3: Click on the downward arrow to select Process Queue for your CCB Sync Category (brown box in image to the left).
Step 4: Click on the downward arrow to select your CCB Process Queue (pink arrow in image to the left).
The circular purple arrow (grey arrow in image to the left) is a refresh. If you do not see your process queue, you can refresh the list to show any queues that were added since the last account sync.
NOTE: Your choice becomes your group name and you cannot edit it. |
| Step 5: DO NOT toggle on the Enable One Way button. Leave it greyed out.
|
 | Step 6: Look at the If Recipient Has Already Entered This Queue Then Skip toggle button. If it is toggled on (purple), duplicate recipients will be skipped. Is this what you want? If not, toggle it off. It will become greyed out. |
Step 7: Name your group (if required) and then click on Save to complete your action.
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: From your INTEGRATIONS PAGE
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 Pushpay/CCB syncing, it will be in the active section.
On your Integrations page...
| Click on Select Process Queue(s) to Sync. |
DO NOT toggle on the Enable One Way button. Leave it greyed out (as shown in the image below) to keep the sync two-way.
