CCB Integration Setup | NextStep Metrics Help

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Before You Start

What you'll need from your CCB admin

1

You'll need a CCB API username and password. These are separate from your regular CCB login. Your CCB admin can create one by going to Settings → API in your CCB account and adding a new API user.

2

The API user needs specific permissions enabled. See the Required API Permissions section below for the full list — your CCB admin will need to check each one.

3

Before entering your credentials in NextStep, you'll also need to gather the event IDs for the metrics you want to sync. The sections below walk you through finding each one.

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Required API Permissions

All 8 must be enabled for the connection test to pass

In CCB, go to Settings → API, open your API user, click the Services tab, and make sure all of the following are checked.

✓individual_search

✓individual_profile_from_id

✓attendance_profiles

✓attendance_profile

✓individual_attendance

✓group_profiles

✓group_participants

✓transactions_by_family

Tip: NextStep will test all 8 permissions automatically when you enter your credentials. If any are missing, it will tell you which ones to add before you can continue.

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How to Find an Event ID in CCB

The same method works for every metric

1

Log into your CCB account and navigate to the Events section.

2

Open the specific event you want to connect (for example, your Sunday morning worship service).

3

Look at the URL in your browser's address bar. Find the number after ?id= or &id= — that number is the event ID.

https://yourchurch.ccbchurch.com/event_detail.php?id=142

In this example, the event ID is 142.

4

Enter that number when NextStep asks for the event ID for that metric.

Note: If you run multiple services or sessions for the same metric (e.g., two Sunday morning worship services), you can enter multiple event IDs in NextStep — one per line. Attendance will be combined across all of them.

⛪

Worship Attendance

8-week rolling window

Attendance tracked

NextStep tracks whether each member attended a worship service in the last 8 weeks. You'll need the event ID for each worship service you want included.

1

In CCB, go to Events and open your main worship service event.

2

Copy the event ID from the URL (the number after ?id=).

3

If your church has multiple services (e.g., 9am and 11am), repeat for each one and add all IDs in NextStep.

Tip: Make sure attendance is actually being recorded in CCB for these events — NextStep can only pull data that CCB has. If check-in isn't being used for worship, talk to your CCB admin about enabling it.

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Sunday Groups

Sunday school, Bible study classes — 8-week rolling window

Attendance tracked

Sunday Groups tracks regular Sunday morning class or Bible study attendance. In CCB, these are typically set up as recurring events.

1

In CCB, go to Events and find the event used for your Sunday morning classes or Bible study groups.

2

Open the event and copy the event ID from the URL.

3

If different class groups have separate events in CCB, add each event ID in NextStep.

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Small Groups

6-month rolling window — semester-based

Attendance tracked

Small groups typically run by semester, which means the event IDs you enter will change each semester when new groups are created in CCB.

1

In CCB, go to Events and find the events used for your current semester's small groups.

2

Open each small group event and copy the event ID from the URL. Add all of them in NextStep — one per group.

Heads up — semester updates required: When a new semester begins and new small group events are created in CCB, you'll need to update the event IDs in NextStep. NextStep will remind you before each semester date you configure during setup.

Tip: The best time to update your event IDs is right after your new semester's groups are created in CCB — before the first meeting of the semester.

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Serving

8-week rolling window

Attendance tracked via events

NextStep tracks serving through CCB event attendance — not through CCB's Schedules tool. For this to work, your serving teams need to be set up as events in CCB with attendance being recorded.

1

In CCB, go to Events and find the events used for your serving teams (e.g., Worship Team rehearsals, Hospitality, Greeting team events).

2

Open each serving event and copy the event ID from the URL. Add all serving team event IDs in NextStep.

Using CCB's Schedules tool? If your church tracks serving through CCB's Schedules feature rather than Events, automatic sync isn't available for serving — CCB's Schedules data isn't accessible through their API. See our Serving Setup Guide for your options.

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Classes

12-month rolling window — semester-based

Attendance tracked

Classes tracks whether a member has completed a membership class, discipleship class, or similar structured course in the last 12 months.

1

In CCB, go to Events and find the event used for your membership or discipleship class.

2

Copy the event ID from the URL and enter it in NextStep.

Tip: If your church runs the same class multiple times per year, add an event ID for each offering. NextStep will count a member as active in Classes if they attended any of them within the last 12 months.

Semester update reminder: Like small groups, class event IDs will change each semester when new class events are created in CCB. NextStep will remind you to update them based on the semester dates you set during setup.

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Giving & Membership

No event IDs needed — NextStep handles these automatically

Giving and Membership Status are pulled directly from CCB using your member profiles — no event ID setup is required for either of these metrics. NextStep will sync them automatically once your credentials are connected.

Giving: NextStep checks whether a member has given in the last 90 days — it tracks whether giving happened, not the amount. No financial data is stored in NextStep.

Setting Up Your CCB Integration

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