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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
Jason Alexis avatar
Written by Jason Alexis
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
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

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

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
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

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
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

How does PastorsLine integrate with CCB and sync your data?

When you set up your Two-way Syncs, you will select the existing CCB groups which you want to sync to… This initial syncing may take some time because it is the first time our program is dealing with all… Pushing data back to CCB  All changes that happen in the PastorsLine versions of synced CCB groups
Jason Alexis avatar
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?

CCB-PL Integration—Sync: It’s taking too long. (or) I’ve changed my mind. Can I stop the sync?… New data from CCB is synced to PastorsLine when you login to our application
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

CCB Auto-syncing. How does it work?

However, we only sync new data from CCB when you login… You also have an option to manually update a specific group you are working with by clicking on Sync
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

What happens when I remove someone from PL, if that group is synced with CCB?

Q: What happens when I remove someone from PL, if that group is synced with CCB?… So even if you re-sync with CCB and their info is updated, it will still show as “deleted” and you will
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Making selected CCB/PCO groups/lists into PastorsLine groups

Click on the "Select Group(s) to sync" option under CCB or "Select List(s) to sync" option under PCO… After selecting all the groups/lists you wish to sync, click on ‘Sync Groups’ (located at the bottom,… The page will reload to show you a list of your synced groups/lists
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How to setup the Planning Center integration

You will receive an email once the sync has completed. … Under “Planning Center Online”, click the option “Select List(s) to sync”. 4… click “Sync Lists”.  5
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

What if I don't want a profile created in CCB before having all the contact information?

One that is NOT synced to CCB and one that IS synced to CCB. … Then set up your data capture (FKA autoresponder) like normal to the group that is NOT synced to CCB… Select "Move" and move them to the group that is synced to CCB. 
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How does PastorsLine create new profiles in CCB? Do we have to create a group for them? Or a process queue?

When a contact opts into PastorsLine (PL) through a CCB synced group, the PL system searches for that… system then searches the CCB database on the theory that perhaps that number has been added between syncs… Then, once the information is confirmed, you can turn on the CCB sync to get your information added to
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

*Ninja Trick* Adding people to an AM Campaign based on form responses

You would also need to have those groups in PastorsLine already set up to sync with your CCB groups. … You need to either manually sync your PastorsLine account with CCB to update the new people your form… just added to the groups in PL as well OR you can utilize our overnight syncing option and this will
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Integration: Mailchimp (setup)

Now the integration is set up and we will begin to sync your account… This initial sync can take some time to complete.  8… lists and groups you want to sync with PastorsLine. 
Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

*Ninja Trick* Adding people from Data Capture to a Process Queue and into an Automated Message Campaign later

You would need to have a group with a keyword / data capture campaign set up in PastorsLine and synced… You would also need to have a group in PastorsLine already set up to sync with your CCB group that your… PastorsLine MUST re-sync sometime after you have marked those people in your process queue as "done"
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Voice Broadcast: Voicemail machine detection

Voicemail is great but there’s a catch—your message and the voicemail could be out of sync, causing the… We can then sync, so your messages get recorded in full
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Getting started/setting up the Tithely ChMS (Elvanto) Integration

When you are finished selecting all the lists you want to sync, click Sync Lists. … You will receive an email once the sync has completed… Under Tithely ChMS (Elvanto), click the option Select the group(s) to sync
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How to import your contacts from your Mac or iPhone address book.

Using a smart tool, you can export your OS X Mail Contacts to a CSV file (which lets you import into
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Getting started with the Church Community Builder (CCB) integration

All this can be synced back to CCB, keeping both apps up-to-date… You will see the message ‘Syncing your CCB Lists’. 8… The page will reload to show you a list of your synced lists
Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Using CCB forms instead of Auto Data Capture

A: Yes, but ONLY if that group is not synced to CCB. … If you turn off the auto data capture and the group is synced to CCB, anyone who is new and not already
Anne Heath avatar
Written by Anne Heath
Updated over a week ago