Integrating PastorsLine and Rock RMS 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 Rock. 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
Part A – Rock RMS
You will need to create a REST key in Rock RMS. This article will guide you through the how-to.
Part B – PastorsLine
STEP 1: Click on Admin Tools: 'suitcase' icon at the bottom of the left-hand most column - (see orange box in image to the left).
STEP 3: Click on REST Keys.
STEP 4: You will see the information for all your saved REST Keys.
Make a note of the info you need (name and key #). You can also click on a detail line to edit the REST Key information or generate a new key.
Log in to PastorsLine.
Hover over Integrations and then choose Manage My Integrations (blue box in image to the left).
Step 3: The Integrations page will open.
Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.
Since you have not yet set up Rock RMS syncing, it will be in the inactive section.
Step 4: Toggle on the button. It will turn purple.
***Toggle buttons: greyed out is OFF, purple is ON.
Step 5: Paste/type your Rock RMS Site URL into the top entry line (see image below). This is the FULL URL you use to log in to Rock RMS from the 'https' up to and including the '.com' .
Step 6: Paste/type your Rock RMS Rest API Key into the bottom entry line (see image below). This is the FULL number of the key.
Step 7: Select your primary country to assign the default country code and ensure your messages are delivered. Click on Authorize Application.
Assuming your entered data is correct, you will see a green success message
Also, your Rock RMS integration panel will be toggled on (dot has turned purple) and is now in the Active section.
Now the initial sync is taking place. This can take up to 30 minutes but is usually completed in 5-10 minutes. When it is done, the system will send you an email letting you know.
Step 9: If you want PastorsLine to automatically sync overnight, toggle on Overnight Syncing (blue box in image below). The button will turn purple. This will automatically resync your account overnight. (This option is not available for all plans. You can check if it is available for you in your integrations page). If using overnight syncing, be aware of any campaigns you may be using with "send immediately" messages - you wouldn't want messages going out in the middle of the night to your contacts.
Step 10: You can also select Groups to sync (yellow arrow in image below).
Click on the Select Group(s) to Sync button. You will be redirected to a pop-up screen to select your groups. (The redirect may take up to 30 seconds.) These groups will be synced into PastorsLine as groups. Only toggle on groups you would like to be groups in PastorsLine.
Once your groups have finished syncing, they will show up in the Groups view.
PART C: AFTER THE SYNC IS COMPLETE
You can continue to manage your groups via the Integration page.
Forgot how to get to your Integration page? Click here to go back in this article for a refresher.