The PastorsLine—CCB integration goes both ways: we pull data in from CCB and push data back into it. When you set up your Two-way Syncs, you will select the existing CCB groups which you want to sync to PastorsLine. To find out how to set up the actual CCB integration, please go to HERE.
Once you complete the setup, PastorsLine will pull those groups in. This initial syncing may take some time because it is the first time our program is dealing with all the data in your CCB groups.
Pulling data in from CCB
After the initial setup, each time you log into your PastorsLine account, our program will look for changes in the data of your synced CCB groups and update our PastorsLine versions of those groups with the new data. This update process usually goes quickly because we are just looking for changes since the last update...unless you have been doing some massive data movement between groups for some reason. We pull in First and last name, email, phone number and DOB from CCB.
Pushing data back to CCB
All changes that happen in the PastorsLine versions of synced CCB groups get pushed back to the original CCB groups immediately. This includes new people which are added to a group and certain data captured through the data capture (FKA autoresponder).
Regardless of what you choose to capture with the data capture, the information we are able to push back into CCB is: first and last name, email, and phone number. Address and DOB cannot integration back into CCB (yet).
2022.Jan.9: Some of the above articles might be slightly outdated (especially screenshots) for V3. We are in the process of updating them.
We hope this helps!