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ShulCloud Sync using Notebird Synagogue Exporter
ShulCloud Sync using Notebird Synagogue Exporter

Sync your ShulCloud Congregant Data with the click of a button with the Notebird Synagogue Exporter

Updated over a week ago

Synagogue Data Exporter 

ShulCloud users can sync their congregant data with Notebird using our Google Chrome Extension. Users must be admins in both ShulCloud and Notebird to set up and manage the sync. Only users who need the ability to sync data should download the Google Chrome Extension. There is no need for every Notebird user to download the extension. When the sync tool is used it refreshes the data for all of your team members.

Main Points

  • Make all updates to contact information in ShulCloud. This is a one-way sync so no Notebird information is imported or changed in ShulCloud. 

  • Synagogue Exporter can be used every 4 hours. Synagogues typically refresh the sync once or week.

  • User must be admin in ShulCloud & Notebird for sync to run properly.

***Google Chrome Required

You will need to use Google Chrome as your web browser to make the export possible. Please click here to download Google Chrome if it's not already installed on your computer.

Notebird Synagogue Exporter Setup

Step 1: Download Notebird Chrome Extension

Now that you have Google Chrome, you can download our custom ShulCloud sync tool.

Step 2: Pin Notebird Chrome Extension to Top Navigation Bar

  • Click the 'Puzzle Piece' icon in the upper right hand corner

  • Click the 'Pin' icon next to Notebird Synagogue Exporter

This makes the tool visible at all times for you to be able to quickly refresh the sync when desired.

Step 3: Open ShulCloud in one tab and Notebird in another tab

Sign in to both your ShulCloud and Notebird accounts.

Step 4: Click the Notebird icon in the upper right hand corner –the one you just pinned a moment ago.

  • Type in your synagogue's Shulcloud web address

  • Click 'Confirm web address'

You are only asked to do this once. Once the connection is established then you only have to click one button to re-sync data.

Step 5: Select the account types you want imported into Notebird.

These account types are from your ShulCloud account. We recommend choosing the minimum required types for Notebird. You can also go back and add more types later.

Select Yarhtzsits if you want them imported into Notebird as well.

People with the account types selected will be exported from your ShulCloud account and merged into Notebird. Click Export to Notebird if everything is correct. 

Export will then begin. If you have Chrome Notifications turned on then we will notify you when the process is complete.

Once export is complete we will let you know how many new people were added. Every sync moving forward we will let you know how many new people were added, how many people were updated and how many people were removed. Next export time display will show below. 

Click Open Notebird to see the changes. 

Make all changes to contact information in ShulCloud.

All contact information should be added/edited in ShulCloud because contact information edited in Notebird will be overwritten upon the next sync. New congregants created in ShulCloud will be imported into Notebird upon the next sync. ShulCloud is your main people database and our export tool sees that as the 'master list' and overwrites any contact information in Notebird that doesn't match. 

Information that gets imported into Notebird from ShulCloud? 

Here are the profile fields exported from ShulCloud and imported into Notebird. 

  • Name (first and last)

  • Phones (mobile, phone 1, phone 2, work phone)

  • Email Address

  • Home Address

  • Birthday

  • Relationship/Marital Status

  • Anniversary

  • Gender

  • Join Date

  • Custom Milestones

  • Bar/Bat Mitzvah

  • Deceased

  • ShulCloud Account Type

  • ShulCloud Person Type

  • Hebrew Name

  • Tribe

  • Hebrew Birthday

  • Eligible for Aliya

  • Father’s Hebrew Name

  • Occupation

  • School

  • Relationships

We try to interpret the relationships between people as specified in ShulCloud. This should work most of the time for the following relationship types, but you may occasionally notice some inconsistencies.

  • Spouse

  • Late spouse

  • Fiancé

  • Partner

  • Parent

  • Child

  • Sibling (edited) 

Check out the Frequently Ask Questions article to learn more 

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