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Breeze Integration FAQs

Answers to your Breeze integration questions.

Updated over a month ago

This is where you can find answers to the most frequently asked questions about our integration with Breeze Church Management. Tithely Church Management is now powered by Breeze.

How do I connect Notebird and Breeze together?

Connecting your Breeze and Notebird account, which is called an integration, takes about 30 seconds.

You will need a Notebird account to set up the integration. You can click here to sign up for an account. Once your account is created then follow the steps below to set up the integration.

  • Click Your Name in the upper right hand corner

  • Click Account

  • Click Integrations

  • Click Refresh Data

If you already have a Notebird account you can click the button below.

Is the sync between Notebird and Breeze automatic?

Our integration with Breeze is half-automatic. Changes you make to a congregant's contact information in Notebird automatically sync back into Breeze. However, when making changes to contact information or adding new profiles in Breeze, you will need click a button in Notebird to for that data to sync (update) in Notebird.

Best Practice: Make changes to profile information and add new profiles directly in Breeze. Continue to use Breeze like you have been using it –once those changes have been made just remember to manually sync those changes into Notebird.

How do I re-sync (update) my people data in Notebird after making changes in Breeze?

Follow the steps below after you have made changes to Breeze profiles that need to be reflected in Notebird. For example, you update a congregant's phone number in Breeze and need that new phone number in Notebird.

To refresh the data so it is up-to-date in Notebird simply:

  • Click Your Name in the upper right hand corner

  • Click Account

  • Click Integrations

  • Click Refresh Data

How often can I re-sync (refresh data) in Notebird?

You can refresh the data in Notebird from Breeze once an hour. Once you click 'Refresh Data' the sync window will be closed for 1 hour. After that hour, you are able to sync again.

What profile information syncs between Breeze and Notebird?

Below is a list of Breeze data fields that sync into Notebird. This information can be created, edited and deleted on either platform. Changes made to the following fields within Notebird will automatically sync into Breeze. Changes made in Breeze require users to Refresh Data within Notebird settings.

Here are the data fields that sync between Breeze and Notebird:

  • Name

  • Phone numbers (only three default numbers: mobile, home, work)

  • Email Address (only one default email address)

  • Birthday

  • Anniversary

  • Gender (male/female only)

  • Marital status (only statuses listed in Breeze)

  • Household / Family connections

  • Campus

  • Employer

  • Join date

  • School

  • Status (member, visitor, etc)

The following do not sync from Notebird into Breeze. Change the following fields in Breeze:

  • Profile Picture

  • Address (only the default address syncs)

  • Additional custom fields created in Breeze (should be edited in Breeze)

Do updates, tasks and milestones created in Notebird show up in congregants' Breeze profiles?

Notebird updates, custom milestones and tasks do not sync back into Breeze. Updates, tasks and milestones saved within Notebird securely remain in Notebird. Only certain contact and family information sync both ways between platforms.

What happens if I add a person profile in Notebird?

If you add a new person (congregant) in Notebird then they will show up in Breeze. We recommend you keeping your standard processes for adding people into Breeze and then refreshing the sync so that information comes from Breeze and populates Notebird.

Is there an easy way to see my congregants information that doesn't sync with Notebird?

Custom fields created in Breeze do not show in Notebird but we have made it extremely convenient for you to navigate to a congregant's Breeze profile directly from Notebird. There is a Breeze profile button directly under a person's name within their Notebird profile. The Breeze profile button takes you directly to that individual's Breeze profile for you to find even more relevant information.

Can I import just a select group of people?

At this point in time you cannot select a specific group or subset of congregants to sync into Notebird. We sync all active congregant profiles from Breeze into Notebird.

Once the integration has been setup, you can then add congregants into Notebird Groups which will help you organize pastoral care.

Are there additional 'relationship types' in Notebird that are not currently available in Breeze?

Yes, there are additional relationship types but ALL households should be created, edited and managed in Breeze.

Notebird supports a number of different family relationship types that Breeze currently does not support. So for data consistency you will need to manage all household information in Breeze.

Notebird and Breeze Profile Archive Guide

The chart you see below is a quick reference guide to know what happens when a profile is archived or unarchived in both Notebird and within Breeze. We understand this part might be a little confusing so please don't hesitate to reach out to our team via the 'chat with us' button.

What happens in Notebird when a congregant's profile is archived in Breeze?

If a congregant profile is first archived in Breeze then that person in Notebird will be deleted unless that person has an update(s), task(s) or life milestone(s) saved within their profile. In that case, that person will be archived in Notebird meaning that you will no longer see their profile or be able to make updates to their profile.

The profile will remain unarchived in Notebird until you manually refresh the data (re-sync).

What happens in Notebird when a congregant's profile is unarchived in Breeze?

If a congregant is unarchived in Breeze, that person's profile in Notebird will remain archived. You will need to unarchive that profile in Notebird in order to make updates, add tasks and log life milestones.

There is a chance that the original congregant profile was deleted in Notebird when the congregant's profile in Breeze was archived because there was no care information stored within that specific Notebird profile. If that is the case, then a new profile for that congregant will be added and active in Notebird once that congregant profile is unarchived in Breeze.

Remember, you will need to manually refresh the data since changes were made in Breeze.

What happens in Breeze if a person is archived in Notebird?

If a person is archived in Notebird, that person remains active in Breeze. Upon the next sync, that profile in Notebird will still remain archived. Changing the archive status in Notebird does not impact Breeze archive status.

What happens in Breeze if a person is unarchived in Notebird?

If a person is unarchived in Notebird, that person remains archived in Breeze. Changing the archive status in Notebird does not impact Breeze archive status.

What happens if I unarchived a person in Notebird who has been deleted in Breeze?

If a person is deleted in Breeze, but that individual has care information stored in Notebird, their profile in Notebird will be moved to an archived status. If a user then unarchives that same person's profile it will create a completely new profile in Breeze upon the next data refresh.

What happens if I delete a person in Notebird?

If a congregant is deleted in Notebird then all update(s), task(s) and milestone(s) will be deleted. You will see a warning box show up and this action cannot be undone.

If that congregant is still active in Breeze then upon the next sync a new profile will be created in Notebird –previous care information will not be brought back.

What happens if I delete a person in Breeze?

A person deleted in Breeze will also be deleted in Notebird if there are no updates, tasks or milestones created for that person. If there is care information stored in Notebird then that person will be archived in Notebird. That person will be deleted or archived the next time the Breeze data is refreshed within Notebird.

What happens if I unarchived a person in Notebird who has been deleted in Breeze?

If a person is deleted in Breeze, but that individual has care information stored in Notebird, their profile in Notebird will be moved to an archived status. If a user then unarchives that same person's profile it will create a completely new profile in Breeze upon the next data refresh.


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