NOTE: Before you begin...Who set up your API?
Did the person who initially set up your API connection have access to the workflow(s), list(s), etc. which you are accessing? If not, the things you are trying to do may not work. Please take a moment to check this.
You will need to do this from the integrations page.
HOW TO GET TO THE INTEGRATIONS PAGE
Log in to PastorsLine.
Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow and 2 in image to the left).
Click on Admin Settings (turquoise box and 3 in image to the left).
The screen will refresh. Click on Integrations.
The Integrations page will open. Click here for your next steps.
You can either go to: https://my.pastorsline.com/reports/integrations or navigate to the integrations page through the action menu on the left side of the screen.
Click your name in the top right corner and then select "Integrations" from the drop down menu.
Continue as below.
NEXT STEPS FOR EVERYONE
1. Click on the "Select list(s) to sync" option under PCO and a list of your PCO lists will appear.
You can also search for the list you wish to bring over in the top right corner of the screen.
If you do not see your list listed, or if you just recently created this people list in PCO, it may not show up in this list automatically. Click any of these "refresh" options to quickly refresh the list to include any new groups.
2. Toggle on the list(s) you want to sync and bring over as new groups in PastorsLine. These groups will come over as a one-way integration. Anyone you add to the list in PCO will also be added to the group in PastorsLine. If you want this to be a two-way integration, and be able to add people to the group in pastorsLine and also have them added to that people list in PCO, follow the instructions HERE.
*NOTE: Removing participants works differently. Removing someone from the PastorsLine group will not remove them from the list in PCO. BUT removing someone from the list in PCO will remove them from the group in PastorsLine as well. We wanted to make sure people were not accidentally removed from groups so the PCO People List is the "control".
3. After selecting all the lists you wish to sync, click on ‘Sync lists’ (one is located at the bottom, right-hand corner and one near the top right corner. Either one will work).
4. The box will close and the syncing will begin. In most cases. this takes 15-30 minutes (but sometimes much sooner) to appear in your groups page. You should also received an email confirmation once that group has been synced (owners and admins will received this email).