Sync existing or new via the Integrations page
STEP 1
Log in to PastorsLine.
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).
The Integrations page will open.
NOTE: Premium is selected by default (gold arrow in image below). Breeze is located in this section.
STEP 3
We only sync new data from Breeze when you tell us to.
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 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)
See more info about NEW tags and events here: https://help.pastorsline.com/en/articles/4005073-v3-making-selected-breeze-events-and-tags-into-groups-in-pastorsline
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.
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).