Customizing Data Filters

Data filters in CP-Sync allow you to control exactly which data is imported from your church management system into WordPress. This guide explains how to use and customize these filters.

Understanding Data Filters

Data filters act as rules that determine whether a specific group, event, or other item from your ChMS should be imported. For example, you might want to:

• Only import active groups
• Only import events happening in the future
• Only import groups with certain types or categories
• Exclude groups with specific words in their names

Accessing Data Filters

1. Navigate to Church Plugins → CP Sync
2. Open the Groups, Events, or Sermons tab
3. Use the filter there (Groups, Calendar Filters, Registration Filters, Events, or Sermons)

Setting a Filter

Each filter named above — Groups, Calendar Filters, Registration Filters, Events, and Sermons — is one list of conditions. The only button that adds to that list is Add Condition.

1. Open the Groups, Events, or Sermons tab, as in Accessing Data Filters.
2. Click Add Condition.
3. Set Selector, Compare, and Value.
4. Click Add Condition again for another condition. Each condition has a trash-can Remove button.
5. The line reads Pull Groups where, Pull Calendar Filters where, Pull Registration Filters where, Pull Events where, or Pull Sermons where, then All or Any, then of the following match.
6. Click Save all Settings.

All pulls an item only when every condition matches. Any pulls it when one condition matches.

Common Filter Examples

Groups Filters

• Only import groups with status “Active”
• Exclude groups with “Staff” or “Internal” in the name
• Only import Small Groups and Life Groups
• Only import groups that have a meeting location

Events Filters

• Only import events happening in the next 60 days
• Exclude events with “Private” or “Staff Only” in the title
• Only import events from specific calendars
• Only import events with a public location

Troubleshooting Filters

If your filters aren’t working as expected:

• Check whether the line says All or Any
• Confirm Selector, Compare, and Value on each condition
• Test with one condition, then add more