Even though we do have a two-way integration with Planning center (PCO), you still have control over the information synced with PCO. Any new data collected from PastorsLine (either manually or via data capture), is not automatically pushed into your PCO app - it CAN be, but it doesn't have to be either. We only add new profiles, or edit existing profiles in PCO if they are added to a group that is integrated with a PCO people list or workflow. In addition to this, we have our Smart Syncing in place to help avoid creating duplicate profiles or making changes to existing profiles without your permission.

USING V3?

USING V2?

USING V3

STEP 1

Once you are logged in, click on More Menus (three-dot icon, gold circle in image below). Then select Settings (brown box in image below).

STEP 2

Click on Admin Settings (brown box in image below) and then select Integrations (gold circle in image below).

NOTE:

Premium is selected by default (gold arrow in image below).

STEP 3

We only sync new data from PCO when you tell us to.

Our recommendation is RESYNC RECENT CHANGES (gold circle in image below),

However, you have lots of options. You can Select List(s) to Sync (brown arrow in image below).

You can also resync things separately:

Resync Workflow (light blue box in image above)

Resync List(s) (purple box in image above)

Resync Contacts (grey box in image above)

If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (gold circle in image below). 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.

OPTION 2

You also have an option to manually update a specific group you are working with. To do this in V3, follow the steps below:

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

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

Step 3 - Select PCO (grey box in image below)

Step 4 - Select Lists (purple box in image below)

Step 5 - Select the Group you want to sync. We chose Anne's test List (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).


USING V2

We also only sync new data from PCO when you tell us to. You can choose "resync recent changes" in the integrations page (recommended), or choose to resync workflows, people lists, or contacts separately. 

 You also have an option to manually update a specific group you are working with by clicking on the re-sync icon within the PastorsLine application, or by clicking "resync w/PCO" in the group details page.

or....

Another option if you want PastorsLine to automatically sync overnight is to turn "on" overnight syncing. 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 can read more about overnight syncing, specific to PCO HERE.

Did this answer your question?