Church Community Builder Integration

Table of Contents Setting up an API Users Making Gifts Giving Platform Backoffice Church Community Builder ChMS: Matching People Records Creating Transactions Creating Batches Viewing Gifts

Setting Up an API User in CCB In order to complete the integration between Generosity by LifeWay Digital Giving Platform and CCB, you will need to create a specific API user in your CCB Account. Directions on setting up API User: http://support.churchcommunitybuilder.com/customer/portal/articles/640595 Additionally, please make the API user has the following API services checked: campus_list campus_profile import_online_gifts individual_search online_giving_gift_insert transaction_detail_type_list Email the following to generosityonboarding@lifeway.com API User Name API User Password

Making Gifts Church Members make a gift through a giving embed, the mobile app, text giving

Giving Platform Backoffice Gifts are listed under the Donations Tab in the Digital Giving Platform Back Office

CCB ChMS Gift Data automatically transfers over to CCB Select Financial on the left Navigation Then click Online Gifts

CCB ChMS 3) Church Members that do not have a People Record or are unmatched will be listed under Step 1

CCB ChMS 4) Click on the Church Member’s Name to either match the gift to an existing member or create a new record

CCB ChMS 5) Once you’ve completed matching, the click on Step 2 to create the transactions. 6) Click the transactions you’d like to create and then click Create X Transactions button.

CCB ChMS 7) Finalize details regarding the Batch and Create Transactions.

CCB ChMS 8) You can now see gifts on a member’s People record.