Gifts can now be automatically synced between Tithely and the Church Community Builder (CCB) church management system.
That’s right, no more double entry, .csv exporting and importing, or managing two separate systems. Happy days for all.
Note: The CCB Integration is only available in the 1.0 version of Tithely. We will be working to bring this into 2.0 in the near future. Until then you will need to manage your CCB integration in the 1.0 area.
How the Integration Works
A gift/donation is made to your church via the Tithely mobile app, text-to-give, or online giving from your church’s website. That gift/donation is processed in the Tithe.ly giving platform and automatically sent over to CCB. Once the gift/donation is in CCB it will be auto-matched to existing members or, if not auto-matched, you can match it to a person in the system. When matching is complete you can create your batch and be done.
Below is an example of where you’ll see Tithely giving transactions show up in CCB prior to them going through the transaction creation process.
Financials > Online Gifts is where you’ll find the below screen. Unmatched people will show up on the Step 1 tab while those who match an existing CCB people record (eg. your members) will be matched based on email and show up on the Step 2 tab where you can create the CCB transaction.
After you’ve successfully matched everyone and created all your transactions this list will be empty.
Gifts made via Tithely showing up in the CCB “create transactions” dashboard.
Once gifts have been matched and transactions have been created the transactions will show up on peoples CCB records like you see below.
To see this information, when on an individuals record, go to the Financial tab and you’ll see a list of transactions. Tithely created transactions will show up as coming from an “online” source. Date, fund/designation, source and gift amount will all show up right where you’re used to seeing it.
Gifts made via Tithely showing up on a church members CCB record.
Setup The Integration
User Permissions needed to access Integrations
Account Owner, Admin, or Limited Access with access granted to Administration. If you have additional questions, please reference this article.
Create a new API user in CCB. That can be done by clicking on the gear in the top right corner of CCB when logged in and then going to the API button.
Once you’re in the API area, click on the “add new API user” button and fill out all the appropriate information.
After filling out the information be sure to click on the “Services” tab in the blue menu then select the “online_giving_insert_gift” and “transaction_detail_type_list” checkboxes.
Be sure to write down the username and password. You’ll need it when you head back over to Tithely to complete the setup. Click the “Save button to save the new API user.
Once you’ve saved the new API user, be sure to take note of your CCB API URL. This can be found on the summary screen of the API section in CCB.
After you’ve created the new API user you’ll head over to the ChMS sync section of Tithely.
Once there, select “Church Community Builder” from the drop down and fill in the appropriate information.
This includes the CCB API URL, your new CCB API username and password, and an optional campus ID if you have multiple campuses.
Remember, your CCB API URL can be found on the summary screen of the API section in CCB. The URL will look something like what you see in the screenshot to the left.
After you’ve filled in the appropriate information, click save and voila, you’re done.
- We recommend that you audit integrations on a bi-weekly basis to ensure that everything is working accordingly and no donations are incorrectly syncing
- If you need to add or change a giving type in Tithely this MUST be done in CCB first. You go to the chart of accounts in CCB, update or add the giving type, and then head to the Integrations tab in Tithely and enter your CCB API Username and CCB API Password and click Save. This will automatically sync the giving types. If you edit the giving type in Tithely without following the above process the gifts will not match.
- Transactions from Tithely will come over immediately at the time of the transaction
What Syncs with CCB?
|Tithely Donations (Credit/Debit)||Yes|
|Tithely Donations (ACH)||Yes|
|Admin Batch Giving (Cash/Check)||Yes|
|Tithely Pledges (Transactions)||Yes|
|Tithely Pledges (*Data)||No|
*Data refers to the amount a donor has pledged and how much has been contributed to that pledge. For example, if a user has set a pledge amount in Tithely this will not reflect in the receiving platform. Contributions to their Tithely pledge will be recorded as regular donations in the receiving platform.