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 Alpha integration tab.
NOTE: Premium is selected by default. Select Alpha (gold arrow in image below).
Step 3
You should see ELVANTO toggled on by default (gold box in image below). Any data from PastorsLine is automatically pushed into your Elvanto app. However, we only sync new data from Elvanto when you tell us to.
If you want to sync changes you have made to groups 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 Group(s) (brown circle in image below)
Resync Contacts (light blue circle in image below)
If you want to sync NEW groups:
Select Group(s) to Sync (brown arrow in image below)
See more info about NEW groups here: https://help.pastorsline.com/en/articles/4005087-v3-making-selected-tithely-elvanto-lists-into-groups-in-pastorsline
If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (fuchsia 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.
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 Elvanto (gold box in image below)
Step 4 - Select the name of the group. We chose Group 1 (light blue box in image below).
Step 5 - Select the Action Menu (three dot icon, gold circle in image below).
Step 6 - Select Sync Now (brown arrow in image below).
Step 7 - Select Yes, Sync (brown arrow in image below).
