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 People -> Integrations and clicking Connect.
Enter your Rock RMS website URL and the API Key you set up in Step 5 (If you didn't already copy the API key, just go back to your Rock account and go to Admin Tools -> Security -> REST KEYS and copy the long Key next to your Gloo REST Key).
Verify you have permission to text the numbers you will be importing. Then click Connect Now.
Choose "Sync People" to sync ALL people from your Rock account, regardless of what groups they are in. Syncing all people will not put people into any Groups in Gloo. Or if you only want certain groups to be integrated, choose "Sync Groups" and choose the Groups you would like to sync into Gloo. Only people in those Groups will be synced over, and corresponding Groups will be created in Gloo.
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.
If you'd like for your Rock account to automatically update every night and sync any new contacts over into Gloo (whether from all people or the groups you've selected), turn on the toggle for Sync nightly.
Once you have everything set, click Continue to begin the integration.
That's it! Any groups you bring over from Rock RMS will automatically be created as Groups in Gloo. You can view the people in each group by navigating to 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 People -> Integrations and clicking View on the Rock RMS Integration.
If you want to change your integration settings (which groups are synced, nightly sync, etc), simply view the Integration, click Edit and make any adjustments you want, then click Continue.
If you have added new contacts to Rock and would like to force a sync immediately instead of waiting for the next nightly sync, just click Sync Now.
If you want to disconnect your Rock integration, go back out to the main Integrations page and click Disconnect next to the Rock RMS integration. 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.
