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V3: Getting started with the Breeze ChMS Integration
V3: Getting started with the Breeze ChMS Integration

How to integrate your PastorsLine account with Breeze

Jason Alexis avatar
Written by Jason Alexis
Updated over a week ago

2023 July Update

Your integrations are now separated into Active and Inactive. See turquoise boxes & arrows in the image below.



Integrating PastorsLine and Breeze ChMS gives your church improved 2-way text and voice communication and better relationships with your church members and first-time guests. This integration also reduces your workload. For example:

  1. You have already created contacts and groups on Breeze. You have already captured important data. Why do it all over again? Just integrate with PastorsLine and enjoy the fruits of your previous labors.

  2. Communicate easily with your event volunteers before, during, and after your service.

How to set up the integration

**You can do Parts A & B at the same time - copying and pasting the required info from Breeze into the integrations page in PastorsLine

Part A – Breeze ChMS - finding the required info in Breeze

1. Locate your Web address and API key by clicking the "Gear" icon on the top right corner of the screen, and then select "Manage Account":

2. On the Left side of the screen, you will see "General settings". Click to reveal the details and find your web address. Ignore the ".breezechms.com" part of the web address. You only need the info listed in the field in front of that.

***Copy or make a note of this web address. You will need it later on.***

3. Next, Click "</> API Key" from the menu on the left and find your API Key.

***Copy or make a note of this API key. You will need it later on.***


Part B – PastorsLine

Step 1

Log in to PastorsLine.

Step 2

Click on Integrations and then choose Manage My Integrations (blue box in image to the left).

Step 3: The Integrations page will open (see example in the 3 images below).

Step 4: The Breeze integration will be under the Inactive tab (see images above).

Step 5: Toggle on the button. It will turn purple.

***Toggle buttons: greyed out is OFF, purple is ON.

Step 6: Paste/type your web address from Part A into the Breeze account line (image below).

Step 7: Paste/type your API Key from Part A into the Breeze API Key (image below).

Step 8: Select your primary country to assign the default country code and ensure your messages are delivered. Click on Authorize Application.

Step 9: You will be redirected to a pop-up screen to select your tags. (The redirect may take up to 30 seconds.) These tags will be synced into PastorsLine as groups. Only toggle on tags you would like to be groups in PastorsLine.

You can also sync your events.

Step 10: You will receive an email once this process is done.

Once your tags and events have finished syncing, they will show up in the Groups view.


PART C: AFTER THE SYNC IS COMPLETE

You can continue to manage your tags and events via the Integration page.

Forgot how to do that? Click here to go back in this article for a refresher.

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