Sync existing or new via the Integrations page
STEP 1
Log in to PastorsLine.
STEP 2
Get to your Integrations page.
STEP 3: The Integrations page will open up, showing all your current integrations.
Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.
Since you have already set up Pushpay/CCB syncing, it will be in the active section.
STEP 4: Any data from PastorsLine is automatically pushed into your Pushpay/CCB account. However, we only sync new data from Pushpay/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:
Resync Queues (light blue oval in image below)
Resync Groups (gold oval in image below)
Resync Contacts (purple oval in image below
If you want to sync NEW groups, saved searches, and/or process queues
Select Group(s) to Sync (gold arrow in image below)
Select Saved Search(es) to Sync (pink arrow in image below)
Select Process Queue(s) to Sync (grey arrow in image below)
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.
Manually update a specific group
You also have an option to manually update a specific group you are working with.
You also have an option to manually update a specific group you are working with.
| To get to your Pushpay/CCB groups: Click on Groups (left-hand most column) --> Integrations --> CCB |
| We chose Process Queues and then 2-Way. This opened up the third column containing 4 groups. |
| Click on the group you wish to manually update (see yellow #1 in image to the left).
Click on the Actions menu (see yellow #2 in image to the left).
Click on Sync Now (see yellow #3 in image to the left). |
The confirm action box will pop up. Click on the purple Yes, Sync button to continue the process.
Repeat for each group you wish to manually update.
Create new group with integration
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).