In order to set up the integration with Church Community Builder (CCB), you must first create an API User. To do so, you must either:
Be the Master Admin of your CCB account.
Have the Edit System-Wide Settings Admin Privilege enabled for your CCB profile.
Once you have the proper permissions, follow the steps below:
Steps
Log in to CCB.
Go to System Settings (⚙️) > API.
Copy your API URL. You'll need this to set up the CCB integration in Clearstream.
Click the Add a new API User.
You only need to fill out the Name, Username, Password, and Re-Type Password fields. Don't save the new user just yet!
You'll need the Username and Password to set up the integration in Clearstream.Click the Services tab at the top. Here, you will grant the API User the necessary permissions and required services.
The following services must be checked in order for the Clearstream integration to function properly:
Syncing Groups & Saved Searches
execute_advanced_search
group_participants
group_profiles
saved_advanced_search_list
Using the "Push to CCB" workflow step
add_individual_to_group
add_individual_to_queue
create_individual
individual_groups
individual_profile_from_id
individual_search
process_list
Branching Based on Campus
campus_list
Click Save at the bottom of the screen.
Follow the steps to continue setting up your CCB integration here.