Sync existing or new via the Integrations page

Manually update a specific group

Create new group with Integration

STEP 1

Log in to PastorsLine.

STEP 2

Get to your Integrations page.

OPTION 1: Click on the Integrations icon (gold box + Option 1 in image below).

OPTION 2: Click on your Dashboard --> Locate the Sitemap section --> Click on Integrations (turquoise flow + Option 2 in image below).

NOTE: Premium is selected by default (gold arrow in image below). CHURCH COMMUNITY BUILDER (CCB) is located in this section.

You should see CHURCH COMMUNITY BUILDER toggled on by default (gold box in image below). Any data from PastorsLine is automatically pushed into your CCB app. However, we only sync new data from CCB when you tell us to.

If you want to sync changes you have made to groups, saved searches, and process queues which ALREADY EXIST in PastorsLine, click on RESYNC RECENT CHANGES (brown oval in image below). This is recommended. However, you can also resync things separately:

If you want to sync NEW groups, saved searches, and/or process queues

See more info about NEW groups, saved searches, and/or process queues: https://help.pastorsline.com/en/articles/3488283-v3-making-selected-ccb-groups-into-pastorsline-groups

If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (fuchsia box in image above). The button will turn purple. This will automatically resync your account overnight. (This option is not available for all plans. You can check if it is available for you in your integrations page). If using overnight syncing, be aware of any campaigns you may be using with "send immediately" messages - you wouldn't want messages going out in the middle of the night to your contacts.

You also have an option to manually update a specific group you are working with.

Step 1 - Select Groups (people icon, gold circle in image below)

Step 2 - Select Integrations (brown box in image below)

Step 3 - Select CCB (pink box in image below)

Step 4 - Select the section your group belongs to. We chose Regular Groups.

Step 5 - Select the name of the group. We chose New CCB1 (light blue box in image below).

Step 6 - Select the Action Menu (three-dot icon, gold circle in image below).

Step 7 - Select Sync Now (brown arrow in image below).

Step 8 - Select Yes, Sync (brown arrow in image below).

You also have a choice to create a group that is integrated with CCB right from the start. To do this:

STEP 1

While logged into V3, choose Groups (people icon, gold circle in image below).

STEP 2

Then select New Group (brown circle in image below)

STEP 3

Select Integration (gold circle in image below).

STEP 4

Select CCB (brown arrow in image below).

Here are your next steps.