We want to clarify how smart syncing works.
The first time smart syncing checks a contact it is quite strict.
Even if one match is found, if the first/last name, email, or phone number do not match exactly, smart syncing will not automatch it.
After the first time…
After this first initial match through smart syncing, when the contact texts in new information in the future, the system will update this profile automatically.
Before…
Before, we did this for only one record, and the data from PastorsLine would override the one in the integration (PCO, CCB). That is logical and works well assuming the person texting in gives good information. If they give garbage, it’s not great.
tags: Contacts, Integrations, Features, Integration - CCB, Integration - MC, Integration - Planning Center (PCO), Integration - Elvanto
About the author
Anne Heath
Anne is a stay at home Mom and also volunteers at her kids’ schools and her church in her spare time. Her hobbies include weightlifting, crafting, photography and coffee consumption! She found PastorsLine through a CCB-recommended webinar while volunteering to help the assimilations pastor and fell in love with it almost instantly. She started implementing PastorsLine to help their church grow and also get their existing members and new families more connected and plugged into the church.