Are you not able to sync your PCO lists? Perhaps you have questions about integrating your PCO lists or you might be wondering why an integrated list is not showing up in the integrations page or not populating, or you are unable to find contacts that are in PCO, but not showing up in PastorsLine.
Let's go through this step by step.
Who set up your API?
Did the person who initially set up your API connection have Site Admin access? They would need access to the workflow(s), list(s), etc. which you are accessing? If not, this may very well be the issue. Please take a moment to check.
Are you back or sure that is not the issue?
OK...let's continue troubleshooting.
First of all, we'll talk about integrating.
When you add a new list in PCO, it doesn't automatically show up in PastorsLine. You might need to refresh the list before you can select that list to sync.
Click your name in the top right corner, select "Integrations" or to go Directly to the integrations page--> https://my.pastorsline.com/reports/integrations
Then, under the Planning Center section, click "Select List(s) to Sync".
You would see a popup similar to this. Click on the "Resync" option [circled] or "Refresh Data".
Once completed (usually a few seconds), then search for the group and toggle it on.
Next, click "Sync Lists" to sync that list to PastorsLine.
Still no joy?
Check your PCO list settings.
Check to make sure the list is being shared with the same user user your PastorsLine account is using to integrate with.
***Please note that we recommend creating a PCO log in just for the PastorsLine integration so the user will always be with your organization regardless of staff changes within your church. We don't recommend using your own or an existing staff member or volunteer PCO log in for this integration. Also, this is the user that people lists will need to be shared with so having a PastorsLine PCO login allows you to not clutter up your own workspace with people lists that may not apply to you specifically.
1. Go into your list, and select "Settings"
2. Select the drop down under "Share with"
3. Select the option that is right for you according to how you set your user up, or share the list with the specific user (not recommended since you would need to do this process for every PCO list before integrating)
4. Once you have selected who to share this list with, go back to your PastorsLine account.