Step 1: Log into V3
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).
