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 via the Integrations page
This is the best way to sync multiple groups at a time.
Step 1: Log into 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 the Rock RMS integration, it will be in the active section.
Step 4: Click the Select Groups(s) to Sync button.
Step 5: The Sync Group(s) from Rock RMS box will pop up.
Toggle on the Groups you want to be brought over as groups into PastorsLine. A group is 'toggled on' when the button on the detail line is purple. [Greyed out = toggle off]
Then click Sync Group(s) at the top or bottom of the pop up box.
You can do global actions via the dropdown menu.
*** DON'T SEE THE GROUPS YOU NEED? ***
Search for them (blue box in image below).
Also try refreshing the pop-up box (yellow arrow in image below).
