Welcome to our comprehensive guide on integrating Online Giving with Church Community Builder (CCB), a leading church management software designed to enhance organizational processes and boost discipleship efforts. Our direct API integration automates key church functions, making donation management, donor matching, and data synchronization effortless. This integration is packed with features that streamline administrative tasks, improve engagement, and help your church grow.
Key Functions:
- Seamless integration with CCB for automated donation recording and donor matching.
- Advanced tools for check scanning, custom forms, mobile apps, and metrics, fully integrated with CCB.
- 24/7 monitoring of integration, ensuring reliable data sync and automated error handling.
Key Takeaways:
- CCB integration is available to all $30+ per month plan churches.
- Features like donation recording, chatbot integration, and custom forms simplify church operations.
- Access to detailed donation reports and metrics for better financial tracking.
Table of Contents
- Church Community Builder Integration Overview
- Key Features of Church Community Builder Integration
- Getting Started with Setting up CCB Integration
- How to Update Funds/Sub-Funds with Matching CCB Funds
- Donor Sign-In with CCB Credentials
- Automatic Donor Matching with CCB
- Automatic Donation Recording with CCB
- Mobile App and Chatbot Integration
- How to View and Manually Trigger Donations in CCB
- Frequently Asked Questions (FAQ)
Church Community Builder Integration Overview
Church Community Builder (CCB) is a cloud-based software designed to help churches manage their operations and engage with members. Our integration allows your church to streamline key processes such as donation recording, check scanning, and custom form submissions. This integration is available to all churches on the $30+ per month plan and enhances donor management, event coordination, and communication.
Key Features of Church Community Builder Integration
Our integration with CCB offers a comprehensive suite of tools to optimize your church’s operations:
- Integrated Donation Recording: Automatically transfers donation data from Online Giving to CCB, keeping donor and transaction details in sync.
- Integrated Check Scanning: Scanned checks are linked to donor profiles and recorded directly in CCB, ensuring that all transactions are accurately documented.
- Sign-In Integration: Donors can log in to Online Giving using their CCB credentials, streamlining the giving process and improving user experience.
- Household & Mailing Address Synchronization: Automatically updates household and mailing address data from CCB, minimizing manual updates.
- 24/7 Integration Monitoring: Our system monitors all integration processes and includes automatic retries for any failed API communications.
Getting Started with Setting up CCB Integration
To set up CCB integration, reach out to our support team at support@onlinegiving.org with the following details:
- Church Community Builder Website URL
- Administrator Username
- Administrator Password
Once we have this information, we will configure your CCB account, link it with Online Giving, and sync your funds and categories. Your credentials will be stored securely for future support, and you'll receive a confirmation once the setup is complete.
How to Update Funds/Sub-Funds with Matching CCB Funds
Keep your donation records accurate by linking your Online Giving funds with the corresponding COA categories and campus information in CCB. Here’s how:
- Log in to the Online Giving control panel.
- Navigate to Funds in the left-hand menu.
- Click the Gear icon next to the fund you wish to update.
- Select Edit Fund.
- Choose the correct COA Category from the drop-down.
- Optionally, select a Campus.
- Click Save to commit the changes.
Repeat these steps for any additional funds that need updating.
Donor Sign-In with CCB Credentials
With our advanced CCB integration, donors can sign in using their CCB username and password without needing to create a new account. This seamless experience enables easy transition and instant access to Online Giving, with donor records automatically matched and updated in CCB.
Automatic Donor Matching with CCB
Our system uses an advanced multi-factor matching algorithm to link donations with CCB donor profiles. When a donation is made, the software searches for a matching CCB individual based on various factors. If a match is found, the donor’s profile is updated with the corresponding CCB ID, ensuring accurate tracking for future donations.
In cases where no match is found, a new CCB individual record is created and linked to the donor profile.
Automatic Donation Recording with CCB
Once a donation is processed and approved, it is automatically recorded in CCB. The integration handles retries for failed transactions and stores the CCB donation ID for reference. You can view the CCB donation ID directly in the Online Giving control panel.
Mobile App and Chatbot Integration
Enhance your church’s engagement with these advanced features:
- Event Calendar Integration: Sync your church’s CCB event calendar with your mobile app, enabling users to find and register for events.
- Group Finder: Congregants can locate small groups or classes using data pulled directly from CCB.
- Campus Finder: New visitors can use their location to find nearby congregations synced from CCB.
Chatbot Integration: Our chatbots assist with event sign-ups, connection cards, and more. Chatbot interactions automatically create or update CCB profiles, ensuring your church can follow up through the CCB process queue.
How to View and Manually Trigger Donations in CCB
To view a Church Community Builder donation ID or manually push a donation for recording:
- Log in to the Online Giving control panel.
- Navigate to Donations.
- Filter or search for the donation.
- Click the donation to view details.
- The CCB Donation ID will be displayed at the bottom-right.
- If needed, click the red Retry Recording button to manually push the donation into CCB.
Frequently Asked Questions (FAQ)
1. What is the Church Community Builder (CCB) Integration by OnlineGiving.org?
The CCB integration is a comprehensive tool that links Online Giving with CCB, ensuring seamless data transfer for donations, check scanning, and donor management.
2. How does Online Giving handle failed integration events?
Our system monitors all API communications 24/7, automatically retrying failed attempts to ensure that all data, such as donations, is successfully recorded in CCB.
3. How does the CCB Integration support custom forms?
Custom form submissions are automatically matched with existing CCB profiles, or new profiles are created if needed. This feature is perfect for events like baptisms or membership sign-ups, ensuring that no data is lost.
4. What mobile app features are available through CCB integration?
The integration allows for syncing event calendars, group finders, and campus locations with your church’s mobile app, improving member engagement.
5. Can donors sign in using CCB credentials?
Yes, donors can sign in with their existing CCB username and password, creating a seamless giving experience without the need for separate registration.
By leveraging Online Giving’s direct integration with Church Community Builder, your church can streamline its administrative tasks, boost donor engagement, and keep all data in sync between platforms. Whether you’re managing donations, events, or member data, this integration will save time and reduce manual effort, allowing you to focus more on your ministry.
