Click Add a New Integration.

Click the Church Community Builder icon.

We use a Church Community Builder API user to connect.  If you're not sure how to create one, click here for instructions. 

To get the Login URL, log in to Church Community Builder and click the gear icon in the upper right-hand corner, then click API located under System Settings. The URL will be in the Your API URL field.

Once you've entered your login information, click Activate.

 

Settings Screen and Export Frequency

You’ll be taken to a screen where you can configure your settings.

Use the calendar to choose the date on which you’d like to start exporting data. If you'd like to export data from a date prior to the current date, you can set your calendar accordingly so historical transaction data will be exported. 

 

In the Frequency drop-down, choose Manual, Hourly, or Daily exports.

If you choose Daily exports, you’ll also be able to choose the time (Eastern) for the export to occur.

 

Connection Details

The API Connection shows you if your API status is active. When your API Connection expires and reverts back to pending status, an admin notification can be sent to let you know so you can reestablish the integration. Jump to the end of this article to read about enabling the notification for service integrations.

To the right of the settings toggles is where you can view the integration's Connection Details and find the Re-authenticate button, which allows you to re-enter or enter new credentials to switch Church Community Builder accounts to export data to or to re-establish your connection between Qgiv and Church Community Builder.

 

Settings Toggles

Beneath the Frequency drop-down menu are two toggle buttons. The first is the Specify End Date for Export toggle button. Toggling this on lets users set a date to stop exporting data from this integration.

The second is the Exclude Offline & Matching Donations toggle button. Toggling this option on excludes all offline and matching gift transactions from your integration exports.

Please note: If you choose to export offline and matching donations, only verified transactions will be included.

The last toggle will Exclude Facebook Donations from being exported.

 

Default Values

In order to set up your default mappings, you'll need to upload a CSV of Chart of Accounts categories.  The CSV needs to have at least two columns — one with a heading of COA ID and the other with a heading of Name.  There is a report in Church Community Builder that will generate this for you. To access it, follow these steps:

• Log in to Church Community Builder
• Go to the Reports page
• Click Financial
• Click Chart of Accounts List
• Choose CSV as the output
• Run report

To upload the CSV, click the button shown below:

The COA Category drop-down menu will be your default mapping location. All activity will be exported to this default value if you don’t add any additional mappings and will be used as the backup mapping location if a particular transaction hasn’t been mapped elsewhere. These funds are pulling directly from your instance of Church Community Builder. Select your default mapping location from the drop-down list or type in the first few categories to use a fuzzy search to correctly find the correct COA Category.

Please note: The integration's matching logic references common nicknames, so if a donor is listed in Church Community Builder by their legal name but uses a nickname when donating later, the integration won't create a new record in Church Community Builder if the other matching criteria remain the same. 

For example, if a donor in your database named Robert Smith donates as "Bob" Smith, the matching logic will apply the donation to Robert Smith's record in the Church Community Builder database, provided the donor's last name and contact information are the same. 

If there’s any extra information you’d like to add to the Memo field in Church Community Builder upon export, you can choose from the options in the Add Extra Info drop-down menu.

You can make multiple selections; they’ll appear one at a time below the drop-down menu as you select them.

Not all information is available for each transaction type (e.g. Participant Name will only show up for peer-to-peer registrations).

When you’ve configured your settings to your liking, click Save. You may also choose to Cancel your actions.

 

Optional Mappings

If you'd like a specific data set mapped to something other than the Default Value in the settings area, use the Optional Mappings area. You can reach this area by clicking the arrow in the upper left-hand corner of the settings window.

Once you've clicked the arrow, the following will display:

If you’d like to export data for a specific form, click Form, then select Add Mapping.

In the first drop-down, you’ll need to select which Qgiv form from which you’d like to export data, and then choose your Church Community Builder data from the second drop-down.

When you’ve configured your mapping, click Save. You may also choose to Cancel your actions or Delete Export Type.

The process is similar for each data set shown in the Optional Mappings area.

For restrictions, you’ll see another drop-down menu. If you have subrestrictions, a menu will appear for those, as well.

For Qgiv events, you can map all the way down to the package level, if desired.

You can also map text campaigns:

You also have some options for mapping peer-to-peer data.

Peer-to-peer form

Peer-to-peer classification

Peer-to-peer category

Peer-to-peer restriction

Peer-to-peer store

When mapping store data, you have the option to map all the way down to the individual product, if desired.

Auction

Auction Restriction

Auction Package

Auction Item

 

Running an Export and Export History 

When you’re ready to run an export, click Run Export, which is located in the upper-right corner of your settings window. This is only necessary if you chose the Manual export option.  

Otherwise, Hourly exports are scheduled to run once per hour at 15 minutes past the hour, but they are not guaranteed to run at exactly 15 minutes past. Actual run times depend on the server load. Daily exports will run at the time you chose. 

You’ll receive a message in a pop-up alerting you that your export was completed. If successful, you’ll see the following:

If there were any issues during the export, you’ll see a message similar to the following:

To the right of your settings, you’ll see an Export History table which displays the name and date of each export. It holds up to 10 entries. To view all export history, click the button below the table.

When you do so, you’ll see the Export History Report, which shows your exports across all of your active integrations, not just Church Community Builder. 

Follow the link to learn more about the Export History Report.

 

Deleting the Integration 

If this service integration is no longer needed, it can be deleted by clicking the trash can icon from the Service Integrations menu.