{"id":70914,"date":"2025-06-26T13:11:38","date_gmt":"2025-06-26T12:11:38","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-sync-personal-data-with-optigem\/"},"modified":"2026-07-03T14:07:46","modified_gmt":"2026-07-03T13:07:46","password":"","slug":"how-do-i-sync-personal-data-with-optigem","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/import-from-optigem\/how-do-i-sync-personal-data-with-optigem\/","title":{"rendered":"How do I sync personal data with Optigem?"},"content":{"rendered":"\n

In this article, we’ll show you what you need to keep in mind when syncing personal data with Optigem and which actions to select in the Sync module<\/em>. <\/p>\n\n

We explain in detail\u2014including the exact steps and order\u2014how to sync data from your ChurchTools system with another system using our Sync module<\/em> in the tutorial on syncing data<\/a>. <\/p>\n\n

1. Prepare Optigem<\/h2>\n\n

Before you sync data with Optigem, you should clean up your database by removing Donor 0 from all fiscal years and reassigning the donations to an anonymous donor. We explain this in more detail here<\/a>. <\/p>\n\n

2. Establish a sync connection and create a job<\/h2>\n\n

Once you have set up Optigem accordingly and connected it to your ChurchTools<\/a> in the Sync module<\/em>, create a task<\/a> with the following actions to synchronize the personal data in this connection.<\/p>\n\n

2.1 Select Actions<\/h3>\n\n

Link people and unify properties<\/h4>\n\n

The ” Link People and Standardize Attributes<\/em> ” action creates pairs of people from the corresponding records in ChurchTools and Optigem, and then synchronizes and standardizes their attributes. <\/p>\n\n

Import People <\/h4>\n\n

The second action, ” Import People<\/em>,” finally synchronizes the person data. You decide whether to synchronize in one direction or both when you select the action. You also have the option to overwrite older data or have empty fields filled in. <\/p>\n\n