1. Log in to the administrator account on CCB
2. Go to System Settings.
3. Choose API
4. Click Users Tab - If you already have an API user profile setup using all services you can click on the name and use this login info in SecureGive or you can set a new one.
5. To set up a new API user, click Add New API User on the right.
6. Enter your information to set up your API User. Do not hit save until the after the next step. * Note you will need this username and password in SecureGive
7. Select Services at the top. Then Select All Services
8. Scroll to the bottom and hit Save.
9. Sign in to your SecureGive Dashboard
10. Go to Settings > Export
11. Enter your CCB Church ID (this is the first part of the CCB URL):
    
    Example: Awesomechurch.ccbchurch.com
    Church id: Awesomechurch
    
    
12. Enter API user info
13. SecureGive transactions from the backfill date and forward will upload to CCB. When choosing this date, avoid duplicating transactions already entered into CCB or missing transactions by not going back far enough. As an admin, you are able to set a backfill date up to 90 days in the past. If it needs to be set further back, let us know, and we can set it up to a calendar year in the past.
14. Choose if you want transactions to upload in batch mode or single record and click "Save."
15. Go to Settings > Locations
16. Click on the name of each location (campus) even if you have only one.
17. You will need to connect the CCB Location ID by selecting the location name in the CCB Location ID dropdown and click Save.
18. Your next step will be to go to your donation categories in SecureGive (found under Categories) and connect them with your CCB Chart of Accounts
19. Under Categories go to Donations
20. Click on the edit pencil next to each category (even if you have only one)
21. Connect the CCB Category ID by choosing the correlating fund from the Church Community Builder Category ID dropdown and click Save Changes.

Connect Members in SecureGive: You will need to input the Church Community Builder Member ID into the Member ID field for each member profile in SecureGive. You will only have to do this one time for each member, and it will stay connected to them for all future transactions. You can do this from the All Transactions page or the Members page:

1. Go to Reporting > All Transactions. Click the exclamation point in the Member ID column. Based on the member's profile information in SecureGive, a list of possible CCB matches will appear in the "Add/Update Member ID" window at the right. Select the one you want to connect to, and then click the Update Member ID button. You can also enter the Member ID manually.
   
   
2. Go to Users > Members, and select your desired member. Click the Add Member ID link. Select from one of the possible CCB matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button.
   You can also click the Edit pencil at the top right of the profile, and then click the Find Matches button next to the CCB Member ID blank. Select from one of the possible matches that appear in the "Add/Update Member ID" window at the right, and then click the Update Member ID button. You can also enter the Member ID manually.

***Please note that you will need to monitor your CCB Status column in SecureGive on a regular basis to see if there are transactions pending or in error for upload to CCB so that you can connect them properly for upload.