Integrations are the simplest way to quickly populate your Gloo account with people. Rather than adding people one by one or waiting on your congregants to text into your Gloo phone number, you can easily upload your entire contact list into your Gloo account with just a few clicks.
How to set up a Church Community Builder Integration
The first part in a CCB integration is to create an API user in your CCB account to enable the integration with Gloo. Steps 1-9 show how to do this.
Log into your administrator account on CCB.
Go to System Settings.
Choose API.
Click the Users tab - If you already have an API user profile setup using all services you can click on the name and use this login info in Gloo OR you can set a new one.
To set up a new API user, click Add New API User on the right.
Enter your information to set up your API User. Do not hit save until the after the next step. Important: You will need this username and password in Gloo.
Fill in their Primary Organization Contact Information
Organization Name: Gloo
Contact Email: support@gloo.us
Select Services at the top. Then select these 7 services:
create_individual
group_participants
group_profiles
individual_search
group_profile_from_id
individual_profiles
individual_profile_from_id
Scroll to the bottom and click I'm Finished.
The second part of setting up a CCB integration is done within your Gloo dashboard. Steps 10-17 show how to do this.
Log into your Gloo account at https://app.gloo.us/.
Find the CCB integration by navigating to People-> Integrations and clicking Connect next to the CCB Integration.
Verify you have permission to text the numbers you will be importing. Then click Connect Now.
Enter the subdomain for your church's CCB account. This will be the section in your url before ".ccbchurch.com." For example, if your url is https://Awesomechurch.ccbchurch.com, the subdomain would be Awesomechurch.
Sign into your CCB account using the API user info you created in steps 4-6.
Back in the Gloo platform, select the groups you would like to sync with Gloo. Unlike some other integrations, you cannot sync everyone from CCB over to Gloo regardless of what group they are in- you must choose the specific groups you'd like.
Important: Make sure to check out the notes in our Integrations Overview article to view requirements for which contacts Gloo is able to pull over from your CCB account.
16. If you toggle on Sync nightly, Gloo will check your CCB account every night for updates and sync them into Gloo. If you leave it off, then Gloo will not automatically sync any changes until you manually perform another sync.
17. Click Continue to finalize the Integration.
Any Groups you bring over from CCB will automatically be created as Groups in Gloo. You can view the people in each group by going to People -> Groups. But note that any adding/removing people from CCB lists needs to be done through CCB, not Gloo.
Viewing, Editing, and Disconnecting your Integration
Once you have signed in, you'll be able to view, edit, or disconnect your Integration by going back to People -> Integrations. If you've recently signed in, you can simply click the Integration, but if it's been longer than 24 hours, you may need to re-authenticate your CCB Integration using the API user info you set up earlier.
If you want to change your integration settings, simply view the Integration and click Edit to make any changes you'd like. Once you're finished, click Continue to save your changes and finalize the new integration settings.
If you want to disconnect your CCB integration, click Disconnect on the main Integrations page. This will not remove any People that you have integrated, but it will prevent any future syncing and remove any previously synced CCB groups from the Gloo Groups tab.
