{"id":9532,"date":"2022-09-16T11:04:47","date_gmt":"2022-09-16T10:04:47","guid":{"rendered":"https:\/\/leogeracademy.hestia.wpspace.me\/?post_type=docs&#038;p=9532"},"modified":"2024-11-05T14:08:47","modified_gmt":"2024-11-05T12:08:47","password":"","slug":"10-what-actions-can-i-choose","status":"publish","type":"docs","link":"https:\/\/staging.churchtools.academy\/en\/help\/churchtools-modules\/configure-jobs\/10-what-actions-can-i-choose\/","title":{"rendered":"What actions can I choose"},"content":{"rendered":"\n<p>You select what should happen when you execute your job by clicking on the <em>Add action<\/em>-button. Of course, the actions for the person and booking sync differ from each other. For both order types, we explain below which actions you can select.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"929\" height=\"228\" src=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2022\/09\/image-34.png\" alt=\"\" class=\"wp-image-17899\" srcset=\"https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2022\/09\/image-34.png 929w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2022\/09\/image-34-300x74.png 300w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2022\/09\/image-34-768x188.png 768w, https:\/\/staging.churchtools.academy\/wp-content\/uploads\/2022\/09\/image-34-360x88.png 360w\" sizes=\"(max-width: 929px) 100vw, 929px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">&#8211; All actions you select here always refer to exactly the persons or bookings and their properties that you select for this job.<br>&#8211; For all actions you will receive further information directly in ChurchTools.<br>&#8211; For some actions you will be asked for your preferences before you activate them via the <em>Add action<\/em>-button.<br>&#8211; Some actions are mutually exclusive. You will also be informed of this when you add the action. E.g. &#8220;Update properties&#8221; is replaced by &#8220;Import properties&#8221; if you select the latter action.<\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\">Synchronise persons<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Actions that create new person pairs<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Link persons and unify properties<\/li>\n\n\n\n<li>Import persons<\/li>\n\n\n\n<li>Export peersons<\/li>\n<\/ol>\n\n\n\n<p>Actions 1. &#8211; 3. create <strong>new<\/strong> Persons pairs when the job is executed.<\/p>\n\n\n\n<p>A <strong>Persons pair<\/strong> is a link between a person in your own system (e.g. Max Muster) and the same person in the linked system (e.g. Max Muster). A combination of first name, last name, e-mail and birthday decides whether a person from your installation is linked to the same person in the connected system. The minimum requirement for linking is that the first and last name of a person are identical in both systems.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Information<\/strong><br>Once the new Persons pair has been created, only actions 4. &#8211; 10. will be carried out for this pair in future.<\/p>\n<\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">Actions that maintain linked Persons pairs<\/h3>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><p>Update properties<\/p><\/li>\n\n\n\n<li><p>Import properties<\/p><\/li>\n\n\n\n<li><p>Export properties<\/p><\/li>\n\n\n\n<li><p>Archive persons in own installation<\/p><\/li>\n\n\n\n<li><p>Delete persons in own installation<\/p><\/li>\n\n\n\n<li><p>Archive persons in the connected system<\/p><\/li>\n\n\n\n<li><p>Delete persons in the connected system<\/p><\/li>\n<\/ol>\n\n\n\n<p>The actions 4. &#8211; 10. always refer to <strong>already existing<\/strong> pairs of persons.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">On the overview page of the connection you will find a list of all created Persons pairs via the menu on the left. Here you can also remove individual (or all) links of Persons pairs.<\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\">Synchronise Transactions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Actions that create new Transactions pairs<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Link Transactions and unify properties<\/li>\n\n\n\n<li>Import Transactions<\/li>\n\n\n\n<li>Export Transactions<\/li>\n<\/ol>\n\n\n\n<p>Actions 1. to 3. create <strong>new<\/strong> Transactions pairs when the job is run.<\/p>\n\n\n\n<p>A <strong>Transactions pair<\/strong> is a link between a transaction in your own system and the same transaction in the linked system. Two transactions are linked if all their fields are identical in both systems. The exception is donor IDs.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Once the new Transactions pair is created, only actions 3. and 4. will be performed for this pair in the future.<\/p>\n<\/aside>\n\n\n\n<h3 class=\"wp-block-heading\">Actions that maintain linked Transactions pairs<\/h3>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><p>Update properties<\/p><\/li>\n\n\n\n<li><p>Import properties<\/p><\/li>\n\n\n\n<li><p>Export properties<\/p><\/li>\n\n\n\n<li><p>Delete Transactions in own installation<\/p><\/li>\n\n\n\n<li><p>Delete Transactions in the connected system<\/p><\/li>\n<\/ol>\n\n\n\n<p>Actions 4. and 8. always refer to <strong>already existing<\/strong> Transactions pairs.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-background is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#3e70ce;border-left-width:0.5rem;background-color:#f3f5f7;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Note<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">On the overview page of the connection you will find a list of all created Transactions pairs via the menu on the left. Here you can also unlink individual (or all) Transactions pairs.<\/p>\n<\/aside>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>You select what should happen when you execute your job by clicking on the Add action-button. Of course, the actions for the person and booking sync differ from each other. For both order types, we explain below which actions you can select. Synchronise persons Actions that create new person pairs Actions 1. &#8211; 3. create [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[497],"doc_tag":[],"knowledge_base":[224],"class_list":["post-9532","docs","type-docs","status-publish","hentry","doc_category-configure-jobs","knowledge_base-churchtools-modules"],"acf":[],"year_month":"2026-05","word_count":310,"total_views":"676","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Victoria Weidemann","author_nicename":"vweidemann","author_url":"https:\/\/staging.churchtools.academy\/en\/author\/vweidemann\/"},"doc_category_info":[{"term_name":"Configure Jobs","term_url":"https:\/\/staging.churchtools.academy\/en\/help\/churchtools-modules\/configure-jobs\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/staging.churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=9532"}],"version-history":[{"count":2,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9532\/revisions"}],"predecessor-version":[{"id":18011,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9532\/revisions\/18011"}],"wp:attachment":[{"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=9532"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=9532"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=9532"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/staging.churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=9532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}