GO TO YOUR INTEGRATIONS PAGE
Log in to PastorsLine.
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).
Click on Admin Settings (turquoise box and 3 in image to the left).
The screen will refresh. Click on Integrations.
The Integrations page will open.
Step 5: The Planning Center integration is located in the Premium integrations tab (brown box in image below).
Step 6: Toggle on the switch (gold arrow in image above). The switch will turn purple.
***Toggle switches: greyed out is OFF, purple is ON.
Step 7: Make sure the correct country code is selected and click “Authorize Application”
You will then be taken to a screen where you can log into your PCO account.
***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.
If you are already logged into your PCO account as this PastorsLine user, this step will be skipped.
Once you have logged in, you will be redirected back to your PastorsLine account and the sync will begin.
You will receive an email once the sync has completed.
AFTER THE SYNC IS COMPLETE
You will need to go back and choose which lists you would like to send to PastorsLine. To do this:
1. Go back to your Integrations page. Click here to go back to the top of this article for a refresher.
2. Under “Planning Center Online”, click the option “Select List(s) to Sync”.
3. The Sync lists from PCO box will open. To choose a list to sync, toggle on its switch. The switch will turn purple.
Want to make sure your info is up-to-date? Click on Refresh Data (brown boxes in image below).
Don't see the list(s) you are looking for? Click on Load More (turquoise boxes in image below). If you still do not see your lists, check to make sure the list is being shared with the same user that your PastorsLine account is using to integrate with. For more info on this, check out this article HERE.
Finished choosing your list(s)? Click on Sync Lists (gold boxes in image below).
4. Once the Lists have finished syncing, they will show up in the “Groups” page.
Now you are all set up! You can start texting any of your PCP contacts—and even text an entire list all at once!
Next? Deep Dive Setup (plus more)
NOTE: This video shows an older version of PastorsLine. However, the information may still be useful.