Integrations are the simplest way to quickly populate your Gloo account with people. Rather than adding people one by one or waiting on your congregants to text into your Gloo phone number, you can easily upload your entire contact list into your Gloo account with just a few clicks.
How to set up a Rock RMS Integration
The first part in a Rock RMS integration is to create an API user in your Rock account to enable the integration with Gloo. Steps 1-10 show how to do this.
Log into your administrator account on Rock.
Go to Admin Tools, then click Security.
Go to REST Keys.
Click to create a new REST Key.
Name your new REST Key "Gloo REST Key," click Generate Key, and click Save.
Important: You will need to copy and paste this Key in Gloo, so it's easiest to save it now.
Go back to Admin Tools, and click Security again.
Go to User Accounts.
Adding the REST Key creates a new person in your account. Click into that person.
Navigate to the Security tab under that person, then add a Security Role.
Add the person to the Group named "RSR - Rock Administration" and click Save.
The second part of setting up a Rock RMS integration is done within your Gloo dashboard. Steps 11-19 show how to do this.
Log into your Gloo account.
Find the Rock RMS integration by navigating to My People -> Integrations and clicking Configure.
Click on the Rock RMS Integration.
Verify you have permission to text the numbers you will be importing. Then click I Agree.
Enter the RockRMS API Key you created in Step 5 and your RockRMS Website URL.
Select if you want to sync all people from your Rock account OR if you only want certain lists to be integrated.
Important: Make sure to check out the notes in our Integrations Overview article to view requirements for which contacts Gloo is able to pull over from your Rock RMS account.
Select if you want a 2 way integration. If this box is checked, when a new person texts your church's phone number, Gloo will create the user in Rock on your behalf. Gloo will first try to find an existing user in your Rock account and if none is found, we will create them. Explorers will also be added to your Rock account when we match them to your account.
Click Save Settings to commit any changes, and click Sync now to finalize the Integration.
Gloo will automatically sync your integration every night. Any groups you bring over from Planning Center will automatically be created as Groups in Gloo. You can view the people in each list under the your Engage menu by navigating to My People -> Groups. Any adding/removing people from Rock RMS groups needs to be done through Rock, not Gloo.
Viewing, Editing, and Disconnecting your Integration
Once you have signed in, you'll be able to view, edit, or disconnect your Integration by going back to Engage -> Settings -> Integrations -> Configure. If you've recently signed in, you can simply click the Integration, but if it's been longer than 24 hours, you'll need to re-authenticate your Rock Integration using the API Key and URL you set up earlier.
If you want to change your integration settings (which groups are synced, 1 way vs 2 way integration, etc), simply view the Integration, make any adjustments you want, and click Save Settings and Sync Now.
If you want to disconnect your Rock integration, click Disconnect. This will not remove any People that you have integrated, but it will prevent any future syncing and remove any previously synced Rock groups from the Gloo Groups tab.
