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V3: Making selected Rock RMS Groups into groups in PastorsLine
V3: Making selected Rock RMS Groups into groups in PastorsLine

How to make your Rock RMS groups into groups on PastorsLine

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Sync new the Integrations page (best way to sync multiple groups at a time)


Unsynced groups in external apps

You may have some groups that are in the external app(s) that you have integrated but have not yet been synced to PastorsLine. To sync them:

1. Click on Groups (left-hand most column in image below, yellow #1).

If you have set your Group App Settings to All Groups (middle column in image below, yellow #2), then the webpage you need will automatically open.

If not,

  • click on All Groups (middle column in image below, yellow #2).

  • click on View All (third column in image below, yellow #3).

The All Groups page will open.

4. Click on the Groups in External Apps tab (blue box in image above).

5. Click on Sync Now to sync your external groups (yellow arrow in image above).
​6. The following form will pop up. Complete it and click SAVE to confirm your action.

NOTE: This is the Add New Group form because you need to give a name to your unnamed group(s).


Sync new via the Integrations page

This is the best way to sync multiple groups at a time.

Step 1: Log into V3

Step 2: Get to your Integrations page.

Hover over Integrations (left-hand most column).

Click on Manage My Integrations.

Step 3: The Integrations page will open up, showing all your current integrations.

Integrations are now separated into Active and Inactive. See blue boxes & arrows in the image below.

Since you have already set up the Rock RMS integration, it will be in the active section.

Step 4: Click the Select Groups(s) to Sync button.

Step 5: The Sync Group(s) from Rock RMS box will pop up.

Toggle on the Groups you want to be brought over as groups into PastorsLine. A group is 'toggled on' when the button on the detail line is purple. [Greyed out = toggle off]

Then click Sync Group(s) at the top or bottom of the pop up box.

You can do global actions via the dropdown menu.

*** DON'T SEE THE GROUPS YOU NEED? ***

Search for them (blue box in image below).
Also try refreshing the pop-up box (yellow arrow in image below).

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