To make sure CCBChimp can access your searches in Pushpay/CCB, the following Pushpay/CCB services need to be turned on:
execute_search
execute_advanced_search
group_participants
group_profiles
group_profile_from_id
individual_search
saved_advanced_search_list
search_list
Your searches are labelled, so you can tell which is which.
New Advanced Search
Rough video
PART I: SETTING UP A NEW API USER
Step 1: Log in to CCBChimp.
Step 2: At the top of the page you will see a banner notification which says: "We have a new application. You can try it by clicking HERE." Click as directed (gold arrow in image above).
You will be redirected to CCBChimp V2.
Step 2: Click the Edit under CHURCH COMMUNITY BUILDER (hot pink box in image above).
Step 3: Click on Edit again.
You will be redirected to the Authorize your CCB Account screen.
Step 4: Basically, you are going to create a new API user and link it to CCBChimp.
4.1 Brown box + #1 in image above
Create a new API User. Enable the 8 permissions shown. If you are not sure how to do this, click here.
4.2 Hot pink box, #2, + arrows in image above
Erase your old username and password. Enter your new API information. Click the yellow Authorize button.
4.3 Gold arrow + #3 in image above
Toggle on the switch. It will turn red.
PART II: Syncing
Step 1: Click on the X (see image above) to close the Authorization screen if needed.
Step 2: Click on Sync (rocket icon, hot pink box in image above).
CCBChimp will pull in your saved searches. You will see the current and new saved searches in this view (see image below).
TO ADD A NEW SYNC PAIR / SAVED SEARCH
Click on the turquoise Add New Sync Pair button (hot pink box and arrow in image above). The Add New Sync Pairs page will open (image below).
