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V3: Breeze Syncing - How does it work?
V3: Breeze Syncing - How does it work?

Syncing Breeze through manual or overnight options

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Sync new or existing via the Integrations page (best way to sync multiple groups at a time)

Manually update a specific group (update or re-sync an existing group)


Unsynced groups in external apps

You may have some groups that are in the external app(s) that you have integrated but have not yet been synced to PastorsLine. To sync them:

1. Click on Groups (left-hand most column in image below, yellow #1).

If you have set your Group App Settings to All Groups (middle column in image below, yellow #2), then the webpage you need will automatically open.

If not,

  • click on All Groups (middle column in image below, yellow #2).

  • click on View All (third column in image below, yellow #3).

The All Groups page will open.

4. Click on the Groups in External Apps tab (blue box in image above).

5. Click on Sync Now to sync your external groups (yellow arrow in image above).
โ€‹6. The following form will pop up. Complete it and click SAVE to confirm your action.

NOTE: This is the Add New Group form because you need to give a name to your unnamed group(s).


Sync new or existing via the Integrations page

This is the best way to sync multiple groups at a time.

STEP 1

Log in to PastorsLine.

STEP 2

Get to your Integrations page.

Hover over Integrations (left-hand most column).

Click on Manage My Integrations.

STEP 3

The Integrations page will open up, showing all your current integrations.

Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.

Since you have already set up Breeze syncing, it will be in the active section.

STEP 4

Any data from PastorsLine is automatically pushed into your Breeze account. However, we only sync new data from Breeze when you tell us to.

SYNCING NEW TAGS AND/OR EVENTS

If you want to sync NEW tags and/or events:

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

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

SYNCING RECENT CHANGES

If you want to sync changes you have made to tags and events which ALREADY EXIST in PastorsLine, click on RESYNC RECENT CHANGES (gold oval in image below). This is recommended. However, you can also resync things separately:

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

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

Resync Contacts (light blue box in image below)

If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (gold oval 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.


Manually update a specific group

You also have an option to manually update a specific group you are working with.

To get to your Breeze groups: Click on Groups (left-hand most column) --> Integrations --> Breeze
โ€‹
You will see your sub-categories. Click on the sub-category with which you wish to work.

We chose Tags. This opened up the third column containing 3 groups.

Click on the group you wish to manually update (see yellow #1 in image to the left).

Click on the Actions menu (see yellow #2 in image to the left).

Click on Sync Now (see yellow #3 in image to the left).

The confirm action box will pop up. Click on the purple Yes, Sync button to continue the process.

Repeat for each group you wish to manually update.

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