Search results for: smart syncing

Search results for: 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