Using V2?

Using V3?

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).

STEP 3

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

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

However, you have lots of options. You can

  • Select Tag(s) to Sync (brown circle in image below)

  • Select Event(s) to Sync (purple circle in image below)

You can also resync things separately:

Resync Tag(s) (grey box in image above)

Resync Event(s) (pink box in image above)

Resync Contacts (light blue 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:

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

2 - Select All (brown box in image below)

3 - Select the Group you want to sync. We chose BreezeTest6 (light blue box in image below).

4 - Select the Action Menu (three dot icon, gold circle in image below)

5 - Select Sync Now (brown arrow in image below).

6- Select Yes, Sync (brown arrow in image below).


Using V2

We only sync new data from Breeze when you tell us to. You can choose RESYNC RECENT CHANGES in the integrations page (recommended) (gold box in image below), or Select Tag(s) to Sync (brown circle in image below), Select Event(s) to Sync (purple circle in image below) or Resync Contacts (light blue box in image below) separately.

You also have an option to manually update a specific group you are working with by clicking the resync icon in the group details page, or the "Resync w/Breeze button.

You can also resync the group from the "Groups" page:

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.

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