ShulCloud users can now sync their congregant data with Notebird using our new Google Chrome Extension. Users must be admins in both ShulCloud and Notebird. 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. We have typically seen that the person who creates the Notebird account is also the one responsible for syncing data regularly. 

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.

Now that you have Google Chrome, it's time to download the ShulCloud sync tool.

Open ShulCloud in one tab and Notebird in another tab (At the top of your Google Chrome window, next to the last tab on the right, click New tab + icon to open new tab). Sign in to both your ShulCloud and Notebird accounts.

Click the Notebird logo in the upper right hand corner. Type your synagogue's web address (ShulCloud web address) and click Confirm Web Address. You will only be asked to do this once. This is done to establish the first connection. If you are having trouble please chat with us. 

Select the account types you want imported into Notebird. Click Continue once you have selected the correct account types.

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 but you will NOT be able to undo an export if you have too many.  

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 deleted. Next export time display will show below. 

Click Open Notebird to see the changes. 

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. 

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

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.

Check out the Frequently Ask Questions article to learn more