If you are using V1, you need this article.

In this article, we will give you an overview of authorizing your accounts to work with CCBChimp and then doing the initial sync of those accounts. This is done on the Integrations Page.

What you need

To get to the Integrations page

Setting up / Re-authorizing / Editing / Removing / Disabling the CCB API

Setting up / Removing the MC API


What you need

Like any recipe, before we actually begin, let’s organize our ‘ingredients’.

CCBChimp: You will need an active (free or paid) CCBChimp account. If you have one already, excellent. If not, sign up on our website.

CCB: You will need a valid CCB account and the ability to set up an API user and enable the required services. You will need your CCB API username and password. This is NOT your CCB login credentials. If you need to organize any of these things, please visit this article: Creating / Modifying a CCB API Login. If these articles / notes are not enough, you can also click on the chat icon for help.

MailChimp: You will also need a valid MailChimp account and the ability to set up an API user. You will need your API key. We recommend creating an API key that is used specifically for this integration. In MailChimp, you can create multiple API keys. Create one and name it something like CCBChimp. In that way, any future changes you make will not affect your other integrations. If you have your API key now or know how to get it, super. If not, please visit this article: Creating / Modifying an MC API Key for help in generating your API key.


To get to the Integrations Page

From your dashboard, click on Settings (gear icon, gold arrow in image below). Choose Tools from the dropdown menu (pink box in image below).

The Integrations page will open.


Setting up / Re-authorizing / Editing / Removing / Disabling the CCB API

Step 1: Click on the gold Edit button.

The authorization page will open.

Your Step 2 depends on what you wish to do:

First-time setup

Re-authorization

Editing / Removing / Disabling

First-time setup

If you are setting up your account for the first time, the page will look like this:

Step 2: TURQUOISE NUMBERS IN IMAGE ABOVE

1: Type your CCB API username on this line.

2: Type your CCB API password on this line.

3: Type your CCB API account name on this line.

4: These are the services you enabled in CCB.

5: Toggle on this button to add additional merge fields.

6: Click on the gold Authorize button.

When you enable your CCB syncing, the page will refresh to the Integrations page. Also, you will see a green confirmation message at the bottom of the page (brown arrow in image below).

Re-authorization

If you are re-authorizing, the screen will look like this:

Step 2: TURQUOISE NUMBERS IN IMAGE ABOVE

1: Your CCB API username will be filled in.

2: Your CCB API password will be filled in.

3: Your CCB API account name will be filled in.

4: These are the services you enabled in CCB.

5: Toggle on this button to add additional merge fields. This button will be toggled on or off the same as you did in your first setup.

6: Click on the gold

Re-authorize button.

When you re-authorize your CCB syncing, the page will refresh to the Integrations page. Also, you will see a green confirmation message at the bottom of the page (brown arrow in image below).

Editing / Removing / Disabling

RELEVANT TURQUOISE NUMBERS IN IMAGE ABOVE

7: Edit

Want to sync under different CCB API credentials? Here is where you do that.

  • 7.1 Click on Edit.

  • 7.2 The authorization screen will pop up.

  • 7.3 Change the credentials you wish. Also, toggle on/off the additional merge fields button.

  • 7.4 Click the gold Authorize button to confirm your action.

8: Remove

Pauses sync and erases your CCB API details from CCB Chimp,

9: Disable

Pauses sync and keeps your CCB API details.

Note about the time it take to sync/resync


Setting up / Removing the MC API

First-time setup

Editing your integration

FIRST-TIME SETUP

Step 1: Click on the gold Connect button.

Step 2: Type your MC API KEY on this line (pink box in image to the right).

Step 3: Click on the gold Authorize button.

When you enable your Mailchimp syncing, the page will refresh to the Integrations page. Also, you will see a green confirmation message at the bottom of the page.

EDITING YOUR INTEGRATION

Step 1: Click on the gold Edit button.

The authorize box will pop up.

Step 2: Click on the action you wish to perform.

Re-authorize: Have CCBChimp re-connect with Mailchimp using your current credentials (API number).

Edit: Type in your new API number. Click on the gold Authorize button to re-sync using your new credentials OR the turquoise Remove.

Remove: Delete your Mailchimp credentials (API number).

Note about the time it takes to sync/resync


Note about the time it takes to sync/resync

Once you have clicked Authorize / Re-authorize, CCBChimp syncs your accounts. This can often take a while, especially if it is your first sync. You may need to wait as long as 2-3 hours. Sometimes, the first sync fails. This can happen with large accounts. It can also happen with data-heavy accounts.

If the wait time is longer than 2-3 hours or your sync failed, please reach out to us. We’ll work with you to get your accounts synced successfully. If you need help, please click on the chat icon to contact us. We are always happy to support you.

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