Just before we begin...
Are you looking to sync so you can send a message?
We recommend our Browser Extension - designed to allow you to send group texts from within Pushpay/CCB. You create the message -- We do all the necessary syncing in the background.
SYNC A NEW GROUP: Unsynced Groups in external apps
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new groups via the Integrations page
SYNC A NEW 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
2. Click on All Groups
The All Groups page will open.
3. Click on the Groups in External Apps tab (blue box in image above).
4. Click on Sync Now to sync your external groups (yellow arrow in image above).
5. The following form will pop up. Complete it and click SAVE to confirm your action.
BEST WAY TO SYNC MULTIPLE GROUPS AT A TIME: Sync new groups 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 Pushpay/CCB syncing, it will be in the active section.
STEP 4: Click on the "Select Group(s) to Sync" option under CCB and a list of your CCB groups will appear.
You can also search for the group you wish to bring over in the top right corner of the screen.
If you do not see your group listed, or if you just recently created this group in CCB, it may not show up in this list automatically. Click any of these "refresh" options to quickly refresh the list to include any new groups.
STEP 5: Toggle on the group(s) you want to sync and bring over as new groups in PastorsLine. These groups will come over as a two-way integration. Anyone you add to either group on either side will also be added to the group on the other side.
*NOTE: Removing participants works differently. Removing someone from the PastorsLine group will not remove them from the group in CCB. BUT removing someone from the group in CCB will remove them from the group in PastorsLine as well. We wanted to make sure people were not accidentally removed from groups so the CCB group is the "control".
STEP 6: After selecting all the groups you wish to sync, click on ‘Sync Groups’ (one is located at the bottom, right-hand corner and one near the top right corner. Either one will work).
STEP 7: The box will close and the syncing will begin. In most cases. this takes 15-30 minutes (but sometimes much sooner) to appear in your groups page. You should also received an email confirmation once that group has been synced (owners and admins will received this email).