Here’s how it works #

(1) Connect new system #

To which system should the sync connect your ChurchTools?

(2) Create and configure a job #

What do you want to achieve with your job?
Either you combine several actions for the same group of persons and the same properties in one job or you add several jobs to be able to select different persons or properties.

(3) Selecting actions for your job #

What exactly do you want to happen with your job?
You have the choice between actions that create new Pairs of people and actions that keep already created Pairs of people up to date.

(4) Narrow down the group of persons for your job #

Whose data should be paired in this job?
By default, this is all persons on both sides. Here you have the option of setting up rules with the conditions of which you limit the relevant group of persons for both sides. Your job will then only be carried out for the selected persons.

(5) Create Pairs of properties for the connection #

Which data in your system belongs to which data in the other?
In this step, you first assign the properties of the two systems to each other. They are linked to so-called Properties pairs. These links apply to the entire connection.

(6) Select Pairs of properties for your job #

Which data should be paired in your job?
You select either all or some of these Pairs of properties. Only the selected property fields are synchronised in your job.

(7) Execute job #

When and how often should the job be done?
You can either manually run your job once or have it run automatically over and over again.

(8) Pairs of people are created for the connection #

In this step, people records that are not yet linked to each other are linked to each other to form pairs. These pairs of people apply to the entire connection.

(9) Check executions or simulations #

You can do this in the log for each individual job.