Search results for: smart syncing

Search results for: smart syncing

How Smart Syncing reduces duplicates in two-way integrations

Smart Syncing is now in public beta. … So, please bear with us if this version of smart syncing still has some growing pains… We’re pretty excited about smart syncing and hope you are, too

Written by Jason Alexis
Updated over a week ago

The CCB syncing is taking too long. (or) I’ve changed my mind. Can I stop the sync?

(now obsolete) CCB-PL Integration—Sync: It’s taking too long. (or) I’ve changed my mind. Can I stop the sync?… ***Now that PastorsLine has Smart Syncing, we do not do this. In the 'Select when to add contacts' dropdown menu, you will see that the 'Send immediately' option is now obsolete.***… New data from CCB is synced to PastorsLine when you login to our application

Written by Jason Alexis
Updated over a week ago

CCB users: using the "send immediately for new contact" option

***Now that PastorsLine has Smart Syncing, we do not do this. In the 'Select when to add contacts' dropdown menu, you will see that the 'Send immediately' option is now obsolete.***

Written by Anne Heath
Updated over a week ago

Merging your PastorsLine Contacts with your newly integrated contacts

The information in the non-synced group will be sent to the synced group you chose AND sent to your external… To see and manage any duplicate contacts: Our Smart Syncing feature reduces the number of duplicates… To send group information to your external app by creating a new, synced group: 1

Written by Anne Heath
Updated over a week ago

What does the process of an data capture (FKA autoresponder) and CCB integration look like?

NOTE: We have updated the way this process works and added a smart syncing feature, so the details in… **The ability to schedule messages along with choosing to sync to CCB immediately or to wait until the

Written by Anne Heath
Updated over a week ago

PCO: Overnight Syncing

For most users, when you toggle on the option to use "overnight syncing" the syncing starts at 6am UTC… What time is Planning Center Online overnight syncing done? Also for PCO clients and auto refresh option what time does PL sync?… (for PCO users) to sync after that refresh in PCO

Written by Anne Heath
Updated over a week ago

Why do you need the CCB API latest service (individual_search) now?

individual_search, syncing failed,… It's a new required CCB API service that our app needs. For now, we are still syncing your data. In the future, this new CCB API will be required and will add a layer of protection to minimizing or eradicating duplicate data. That is, we will NOT create a new profile in CCB, unless we run a search to attempt to match the records. This is a specific case we encountered

Written by Jason Alexis
Updated over a week ago

Why do you need the CCB API latest service (merged_individuals) now?

You may have received an email indicating that your syncing was skipped due to the following missing… At this time, we are still syncing your data even if this specific email indicated that it was skipped… In the near future, this new CCB API will be required before we initiate any syncing.

Written by Jason Alexis
Updated over a week ago

Syncing with Process Queues without a CCB group

Can I sync with a process queue without needing a group in CCB to sync with?… We actually have two different ways to sync with CCB process queues… This is a 1-way sync and requires linking the PL group to a group in CCB

Written by Anne Heath
Updated this week

How to sync an existing or new PastorsLine group to an existing or new CCB group?

To sync to a new CCB group This process is the same as syncing an existing PastorsLine group to an… You need to let PastorsLine know explicitly which groups you want synced.]… Link The PastorsLine-CCB integration syncs both ways

Written by Jason Alexis
Updated over a week ago