[To clear up any confusion, we want to let you know that PastorsLine doesn’t automatically sync all your PCO People Lists back to PCO. You need to let PastorsLine know explicitly which lists you want synced.]
The PastorsLine-PCO integration CAN sync both ways. But the following directions is how to set up an existing group in PastorsLine with an existing People list in PCO (this is a one way sync from PCO to PL). With this type of set up, we will add anyone in your PCO list to the linked group in PastorsLine. It will not automatically add people the other direction - people added to this PastorsLine group to your People list in PCO. If you want this to be a true two-way sync, check out this article HERE on how to set that up!
Step 1: Click on Groups (group of people icon) on the left hand side of the screen. The Groups and Keywords screen will open. Look at the selection filter (brown box below).
If you only integrate with PCO and you don't want to filter the groups list by integration / group type, skip to Step 6 .
If you use more than one integration and you want to only see your PCO lists, continue with Step 2 below.
Step 2: Click on Select all to open the filter option list (brown box below).
Step 3: Deselect all by clicking on Select all so that it becomes unchecked (brown box below).
Step 4: Scroll down the filter option list until you see the PCO options. Click on the one(s) you want.
We have clicked on both (brown box below).
Step 5: Click on Apply (green arrow above).
Step 6: The page will refresh to show you only the PCO group(s) you selected. Select Edit group (the pencil icon) next to the group you want to sync.
Step 7: Toggle on the ‘Sync with an external app’ button (brown box below). It will turn from greyed out to purple.
Step 8: Click on the Select External App dropdown menu arrow (light blue circle in dark blue box above). Choose PCO from the dropdown menu.
Step 9: Click on the Select PCO List dropdown menu arrow (gold circle in yellow box above). Choose the list you want this group synced with (OR choose no list if you only want to add new profiles to PCO and do not have a list to sync with).
If do not see your PCO list in the options, click HERE.
Step 10: Click SAVE if you are done and just want a simple group with a keyword or SAVE AND COLLECT MORE DATA if you want to create a data capture linked to this group and keyword. (More about data captures HERE)
Step 11: Next, wait for the sync to finish and all of your PCO contacts from the selected list will populate in this PastorsLine group
*If you make changes in PCO and want those to reflect in this group in PastorsLine, you must resync. You can easily do this by clicking the "resync" icon next to the group (gold oval below).