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V3: Edit or check your CCB API User Services
V3: Edit or check your CCB API User Services

How to check and edit the API services used for our integration with CCB

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

Did you receive an email saying syncing failed due to missing API services? Or did you need to add a new service to the API User? Here is how you can do that!

Step 1: Click on your avatar or initials in the bottom left-hand corner of the screen (gold box in image to the left).

Step 2: Click on Admin Settings (turquoise box in image to the left).

Step 3: Click on Integrations.

Step 4: Scroll down under the CCB section and take note of the username being used. 

Step 5: Log into your CCB account. NOTE: You will need to login as an administrator (or as someone with admin privileges) to edit or view API users.

Step 6: Click on ‘Settings’ (Gear Icon) near the top right corner of your screen. 

Step 7: Click on ‘API’. Note: if you do NOT see the option to select 'API', you do not have admin access in CCB to add this user. You will need to have someone with admin access do this for you. 

Step 8: You will see the API summary screen. Click on the ‘Users’ tab 

Step 9: Scroll down until you find the User you are using for PastorsLine (double check this with the username you found in step 2).

Step 10: Then, click on the name of your API user (below the "API User Account Details" section) and you will be brought into the API User's information page.

Step 11: Click on the ‘Services’ tab. 

Step 12: You will see a list of services. Check the services which will allow CCB and PastorsLine to communicate correctly and make sure the correct ones are all checked off. For a list of the services you need to check off, go HERE.


Check list in link above for full services to check off.

Step 13: If you added any services or made any changes, click ‘Save’ (located at the bottom, right-hand corner of the services list).

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