If you use Subsplash Messaging, the Group Sync feature of the Rock Plugin lets you sync Group membership for your People in both directions. For more information on Subsplash Groups & Messaging, see this article.
Before you begin
Install Rock Plugin 3.0.0 or later.
Use Rock RMS version 17 or later.
Complete the initial Rock Plugin setup.
Confirm that your Subsplash API client is active and validates successfully.
Seeing Groups in your Subsplash dashboard navigation does not mean the feature is enabled. If you cannot create a group there, contact your Subsplash Client Success Manager to turn it on.
Syncing Groups with Subsplash Sync
Rock plugin 3.0.0 creates one scheduled job automatically that syncs Giving, Groups, and People. You no longer need a separate job for each feature. To learn more about enabling Subsplash Sync, see our article here.
Group sync settings
Once you've confirmed the Subsplash Sync job has been created, you'll now configure how you want to sync Groups between both platforms each time the sync runs. Each time it runs it will use the group sync settings and group attribute above to determine what groups it needs to update in Rock, Subsplash, or both.
Navigate to Admin Tools > Installed Plugins > Settings > Subsplash API Client > Groups.
Ensure the Sync checkbox is active.
Set the frequency in how often you'd like to sync Groups.
Configure the bi-directional member settings.
Click Save.
The wording within the settings does use "member" but these do apply to both members/leaders in Rock and members/managers in Subsplash.
Group attribute values
The plugin installs a group attribute that you make available on any group types you want to sync with a Subsplash group. Rock does not add it to any group type automatically, so you add it yourself once per group type.
Navigate to Admin Tools > Settings > Group Types.
Click the group type that holds the groups you want to sync. For most churches, this is Small Group.
Scroll to the Group Attributes panel and click +.
In Name, enter Subsplash Group.
In Field Type, select Subsplash Group.
Click Save on the attribute, then click Save on the group type.
Repeat these steps for any other group type you want to sync.
Group Attributes and Group Type Attributes are adjacent panels on this page. Add the attribute to Group Attributes. If you add it to Group Type Attributes, Rock saves it without an error, but it never appears on your groups.
Connect a Group to Subsplash
Navigate to People > Group Viewer.
Open the group you want to sync, or create a new one by clicking + in the Groups sub-menu in the upper left corner.
Click Edit. The Subsplash Group field now appears under Group Attribute Values.
In Subsplash Group, search for an existing Subsplash group and select it.
Click Save.
The group will now sync to Subsplash at the interval set in the API client Groups settings.
User Mappings
A "leader" in Rock will be a "manager" in Subsplash and "member" is shared between both platforms. If you need more information about what managers can do in Subsplash groups, check out this article.
Troubleshooting
Below are common scenarios to be mindful of when configuring Groups syncing.
The Subsplash Group field does not appear on my group
This usually means you added the attribute to Group Type Attributes instead of Group Attributes. Confirm that you refreshed the group page after saving, and that the group uses the group type you configured.
I cannot find the sync job in Job Administration
The plugin has a built in job that syncs Giving, Groups and People called Subsplash Sync. Check that this job is enabled and you have Group sync enabled in the API client. For more information, see our setup guide here.
The job runs successfully, but nothing appears in Subsplash
Confirm that Groups is enabled on your Subsplash dashboard, and that the plugin is connected to the dashboard you are logged into.