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:
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.
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.
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Step 2Click on your thumbnail image / icon / initials in the bottom, left-hand corner of your screen (gold #2 in image to the left).
Step 3Click on Integrations (turquoise box and 3 in image to the le |
The Integrations page will open.
Step 4: The Breeze integration is located in the Premium integrations tab (brown box in image below).
Step 5: Toggle on the switch (image above). The switch will turn purple.
***Toggle switches: 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 event volunteers.
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.