VIDEO

HOW TO FIND THIS PAGE

Step 1

Log in to PastorsLine.

Step 2

Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold arrow and 2 in image to the left).

Step 3

Click on Admin Settings (turquoise box and 3 in image to the left).

Step 4

The screen will refresh. Click on Integrations.

The Integrations page will open.


HOW TO WORK WITH THIS PAGE

If this is the first time you are using the Integrations page, hang tight for a moment.

If you are an experienced PastorsLine partner, this page should look familiar. This is because the Integrations page is an embedded page brought over from the PastorsLine Legacy app. So, you work with it in the same way you have been working with it in the past.

NOTE: To refresh the page, click on the purple Reload button in the top, right-hand corner of the page.

First-time Partners (or anyone who needs a refresher)

THE TOP OF THE INTEGRATIONS PAGE

In image above...

Turquoise 1: This part will change depending on your PastorsLine plan. Basically, it gives you information about how many integrations your plan includes and how the integrations work.

Brown 2: You will only see this line if you are the PastorsLine account owner. Admins and users do not have access to this function. This article explains all: https://help.pastorsline.com/en/articles/4790381-auto-merge-pastorsline-contacts

Gold 3: In the image above, there are three (3) tabs -- Premium, Free, Alpha. Here is an explanation of what those categories mean: https://help.pastorsline.com/en/articles/2497788-how-many-simultaneous-integrations-can-i-enable-at-the-same-time-in-pastorsline

THE REMAINDER OF THE INTEGRATIONS PAGE

The content will depend on your PastorsLine plan. In general, there will be sections showing 1 or more integrations. For example:

Here is a list of helpful articles. Choose the one(s) relevant to you.

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