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smart syncing
How
Smart
Syncing
reduces duplicates in two-way integrations
V1 & V2:
Smart
Syncing
, managing duplicates, and two-way integrations…
Smart
Syncing
in action… We developed
smart
syncing
to minimize these two challenges as much as possible
Written by
Jason Alexis
Updated over a week ago
How to Resolve (accept or reject) pending Duplicates through
Smart
Syncing
V1 & V2:
Smart
Syncing
, merging profiles, step-by-step how to, reject all… How to Resolve pending duplicates through
Smart
Syncing
… For more information about the why and how behind our
smart
syncing
, visit this article HERE
Written by
Anne Heath
Updated over a week ago
Syncing
a PastorsLine Group to PCO (NOT using a List)
Using "No list" to
sync
to Planning Center / PCO when you don't want to use PCO lists… This red clock icon means
Smart
Syncing
has started - let it automatch and go back about 10-15 min later… (See this article HERE for information about
smart
syncing
)
Written by
Anne Heath
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
What does the process of an data capture (FKA autoresponder) and CCB integration look like?
(Data capture (FKA autoresponder) is now done) Now, the profile will go through our
Smart
Syncing
feature… Learn more about
Smart
syncing
HERE
Written by
Anne Heath
Updated over a week ago
Auto-merge PastorsLine contacts
In other words, we take ALL of the PastorsLine profiles and have them go through our
smart
syncing
process… MANUAL
SYNCING
… we take your PastorsLine profiles that match with your ChMS profiles and have them go through our
smart
Written by
Jason Alexis
Updated over a week ago
PCO
Syncing
- How does it work?
V3 & V2:
Syncing
PCO through manual or overnight options… In addition to this, we have our
Smart
Syncing
in place to help avoid creating duplicate profiles or… If using overnight
syncing
, be aware of any campaigns you may be using with "send immediately" messages
Written by
Anne Heath
Updated over a week ago
V3: User Roles Explained
Has full access to
smart
syncing
and auto-merge option: will see people with that blue pending icon… Has full access to
smart
syncing
and auto-merge option: will see people with that blue pending icon… NO access to
smart
syncing
& auto-merge option: won't see people with that blue pending icon
Written by
Anne Heath
Updated over a week ago
Merging your PastorsLine Contacts with your newly integrated contacts
To see and manage any duplicate contacts: Our
Smart
Syncing
feature reduces the number of duplicates
Written by
Anne Heath
Updated over a week ago