Simple Church CRM Overview

The Simple Church CRM backend integration allows you to sync public events, small groups and members from your Simple Church CRM account to the Events, Small Groups and Members modules in the CMS. Only specific fields will sync over to the CMS, so please check out the info below for more details.

With this integration, your Simple Church CRM data will re-sync to the CMS every 15 minutes.

Simple Church CRM includes the following brands: e360 ChMS, Elexio Community, FellowshipOne Go, ShelbyNext ChMS and Simple Church.

Setup

You can either follow the steps below to link your account to the CMS or contact your project manager for assistance.

Go to Admin > Site > "More Menu" link at the top right > "Integrations" tab in the sidebar

Login Credentials

Under the section labeled with the brand name for your Simple Church CRM account, fill in the "username," "password" and "subdomain" fields with your Simple Church CRM login credentials.

  • Subdomain: only enter your account's subdomain, do not include the domain for your Simple Church CRM account. For example, if the link you use to login to your account looked like this: https://yourchurch.shelbynextchms.com/, you would put "yourchurch" in the subdomain field.

The credentials you set up will need to have full admin privileges and we recommend setting up a generic login (like Username Website CMS or Integration). If you use a personal login and someone changes their password down the line — the integration will break.

Once the integration is connected, you will see additional options for the Events and Groups modules. 

Events:

  • Include categories in event sync
  • Calendar view

Groups:

  • Include categories in small group sync
  • Group views

Events Integration

Your public events will pull into the CMS under Events > Events. When an event is synced, you will see this info stated at the top of the settings screen for the specific event:

This event is synced with E360 ChMS!

The fields synced with E360 ChMS have been made read-only below. They can be edited in E360 ChMS, and the changes will appear here on the next sync. 

Notes

Categories Sync:

  • Include categories in event sync — when selecting this option, you can choose to sync your Simple Church CRM categories. This will pull into the Events module as your category list.

Calendar View:

  • If selected, only events that appear in this calendar view will be synced. Otherwise, all events will be synced.

Additional notes:

  • Recurring events are supported.
  • Events are only synced one year into the future, in order to keep syncing quick and stable.
  • The "Published as Featured" status needs to be manually added to events in the CMS.

Fields Synced

Below is a list of fields synced from your Simple Church CRM and the corresponding fields where the data will pull in to the Events module in the CMS. The fields that are synced will show greyed out in the events module and cannot be edited in the CMS, since the data is pulling from Simple Church CRM (see image below). Fields that are not synced can be manually updated in the events module, if needed.

Simple Church CRM Field

CMS Events Field

 Description
Title Name
Description Content
Start Date Start Date
End Date End Date
Start Time Start Time
End Time

End Time
All Day All Day
Buildings Rooms
Recurring Repeats Whether an event is recurring

Images will need to be manually added to each event in the Events module.

Fields with the red asterisk will be synced from Simple Church CRM. You can also manually add additional categories once an event is synced to the CMS, if needed.

Small Group Integration

Your public small groups will pull into the CMS under Events > Small Groups. When an small group is synced, you will see this info stated at the top of the settings screen for the specific small group.

Categories Sync:

  • Include categories in small group sync — when selecting this option, you can choose to sync your Simple Church CRM categories. This will pull into the Small Groups module as your category list.

Group Views:

  • Select a specific "view" of groups to pull into the Small Groups module.

Fields Synced

Below is a list of fields synced from your Simple Church CRM and the corresponding fields where the data will pull in to the Small Groups module in the CMS. The fields that are synced will show greyed out in the Small Groups module and cannot be edited in the CMS, since the data is pulling from Simple Church CRM (see image below). Fields that are not synced can be manually updated in the Small Groups module, if needed.

Simple Church CRM Small Group Field CMS Field Description
Name
 Name
Description Summary
Meeting Time Start Time
Meeting Day Day of the Week
Properties CMS Category
Child Check In Childcare Provided
Address Location
City Location
State Location
Zip Code Location
Lat Location
Lon Location The Simple Church CRM fields such as address, city, state, zip code, lat and lon are parsed and used as CMS Location.
Leaders Primary Leader or Add Other Leaders If the Simple Church CRM leaders field has more than two people, only the first two will sync — with the first one as Primary Leader and the second one as Additional Leader.
Group Views CMS Category

Images will need to be manually added to each small group in the Small Groups module.

Fields with the red asterisk will be synced from Simple Church CRM. You can also manually add additional categories once a small group is synced to the CMS, if needed.

Status Field

If a Small Group is active, the Status field will display Open. If the Small Group is active, has a max number set for the group and the people count is met, then Status Field will show as Full.

Members Integration

Member records that are an event contact or small group coordinator will pull into the CMS under People > Members. This integration does not sync over all members from Simple Church CRM. When an member is synced, you will see this info stated at the top of the settings screen for the specific member.

Fields Synced

Below is a list of fields synced from your Simple Church CRM and the corresponding fields where the data will pull in to the Members module in the CMS. The fields that are synced will show greyed out in the Members module and cannot be edited in the CMS, since the data is pulling from Simple Church CRM (see image below). Fields that are not synced can be manually updated in the Members module, if needed.

Simple Church Member Field CMS Field
First Name First Name
Last Name Last Name
Email E-mail Address

Images will need to be manually added to each member profile in the Members module.