Step 1: Log into V3
Step 2: Get to your Integrations page.
OPTION 1: Click on the Integrations icon (gold box + Option 1 in image below).
OPTION 2: Click on your Dashboard --> Locate the Sitemap section --> Click on Integrations (turquoise flow + Option 2 in image below).
Step 3: The Integrations page will open up, showing all your current integrations. Make sure you are on the Premium integration tab.
Premium is selected by default (gold arrow in image below).
We only sync new data from PCO when you tell us to.
If you want to sync changes you have made to lists which ALREADY EXIST in PastorsLine, click on RESYNC RECENT CHANGES (turquoise box in image below). This is recommended. However, you can also resync things separately: Resync Workflow, Resync List(s), and Resync Contacts (same box)
If you want to sync NEW lists:
Select List(s) to Sync (gold arrow in image below)
See more info about NEW lists here: https://help.pastorsline.com/en/articles/2580779-v3-making-selected-pco-people-lists-into-pastorsline-groups
If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (brown 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. You can read more about overnight syncing, specific to PCO HERE.
Manually update a specific group
You also have an option to manually update a specific group you are working with.
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).