Blackbaud Raisers Edge NXT (Preview)
Blackbaud Raiser's Edge NXT is a comprehensive cloud-based fundraising and donor management software solution built specifically for nonprofits and the entire social good community.
This connector is available in the following products and regions:
Service | Class | Regions |
---|---|---|
Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
Contact | |
---|---|
Name | Blackbaud Support |
URL | https://www.blackbaud.com/support |
skyapi@blackbaud.com |
Connector Metadata | |
---|---|
Publisher | Blackbaud, Inc. |
Website | https://www.blackbaud.com/products/blackbaud-raisers-edge-nxt |
Privacy policy | https://www.blackbaud.com/privacy-shield |
Categories | Sales and CRM;Productivity |
Raiser's Edge NXT is a comprehensive cloud-based fundraising and donor management software solution built specifically for nonprofits and the entire social good community.
This connector is built on top of Blackbaud's SKY API, and provides operations to help manage entities found within The Raiser's Edge NXT, including:
- Constituents
- Gifts
- Actions
- Notes
- Custom Fields
- Campaigns
- Funds
- Appeals
- and more...
For more information, please view the documentation.
Prerequisites
To use this connector, you must have a Blackbaud ID account with access to one or more Blackbaud environments.
In addition, your organization's administrator must also perform an admin-level action within the system to enable this connector to access The Raiser's Edge NXT. More information about these prerequisites can be found in the initial setup documentation.
How to get credentials?
Your organization's administrator will send you an invitation to the organization's Raiser's Edge NXT environment and configure your user account permissions within the environment. No additional credentials are required to use this connector.
Known issues and limitations
The connector will operate in the context of your user account, and will therefore be subject to your user permissions within the environment.
Throttling Limits
Name | Calls | Renewal Period |
---|---|---|
API calls per connection | 500 | 60 seconds |
Actions
Add a gift to batch |
Add a gift to the specified gift batch. |
Add records to a list |
Add a set of records to an existing list. |
Create a campaign attachment |
Creates a new campaign attachment. |
Create a campaign custom field |
Creates a new campaign custom field. |
Create a constituent action |
Creates a new constituent action. |
Create a constituent address |
Creates a new constituent address. |
Create a constituent alias |
Creates a new constituent alias. |
Create a constituent attachment |
Creates a new constituent attachment. |
Create a constituent code |
Creates a new constituent code. |
Create a constituent consent record |
Creates a new constituent consent record. |
Create a constituent custom field |
Creates a new constituent custom field. |
Create a constituent education |
Creates a new constituent education. |
Create a constituent email address |
Creates a new constituent email address. |
Create a constituent note |
Creates a new constituent note. |
Create a constituent online presence |
Creates a new constituent online presence. |
Create a constituent phone |
Creates a new constituent phone. |
Create a constituent rating |
Creates a new constituent rating. |
Create a constituent solicit code |
Creates a new constituent solicit code. |
Create a document location |
Creates a new unique document identifier and upload location for use with physical attachments. The response will include instructions for where and how to upload the document contents. |
Create a fund attachment |
Creates a new fund attachment. |
Create a fund custom field |
Creates a new fund custom field. |
Create a fundraiser assignment |
Creates a new fundraiser assignment. |
Create a gift |
Creates a new gift. |
Create a gift attachment |
Creates a new gift attachment. |
Create a gift batch |
Creates a new gift batch. |
Create a gift custom field |
Creates a new gift custom field. |
Create a list from a set of records |
Creates a new list filtered to the specified set of records. |
Create a participant |
Creates a new participant for an event. |
Create a participant donation |
Creates a new donation for a participant. |
Create a participant fee |
Creates a new fee for a participant. |
Create a participant fee payment |
Creates a new fee payment for a participant. |
Create a participant option |
Creates a new participant option for a participant. |
Create an action attachment |
Creates a new action attachment. |
Create an action custom field |
Creates a new action custom field. |
Create an appeal attachment |
Creates a new appeal attachment. |
Create an appeal custom field |
Creates a new appeal custom field. |
Create an event |
Creates a new event. |
Create an event fee |
Creates a new fee for an event. |
Create an event participant option |
Creates a new participant option for an event. |
Create an individual constituent |
Creates a new individual constituent. |
Create an individual relationship |
Creates a new individual relationship. If the relationship is with another constituent, a reciprocal relationship is created for that constituent. |
Create an opportunity |
Creates a new opportunity. |
Create an opportunity attachment |
Creates a new opportunity attachment. |
Create an opportunity custom field |
Creates a new opportunity custom field. |
Create an organization constituent |
Creates a new organization constituent. |
Create an organization relationship |
Creates a new organization relationship. If the relationship is with another constituent, a reciprocal relationship is created for that constituent. |
Delete a constituent code |
Deletes a constituent code. |
Get a campaign |
Returns information about a campaign. |
Get a constituent |
Returns information about a constituent. |
Get a constituent action |
Returns information about a constituent action. |
Get a constituent profile picture |
Returns the current profile picture for a constituent. |
Get a fund |
Returns information about a fund. |
Get a gift |
Returns information about a gift. |
Get a package |
Returns information about a package. |
Get a participant |
Returns information about a specific event participant. |
Get an appeal |
Returns information about an appeal. |
Get an event |
Returns information about an event. |
Get an opportunity |
Returns information about an opportunity. Note: This endpoint returns the status property with a latency of about 10 minutes. |
Get constituent first gift |
Returns the first gift for a constituent. |
Get constituent greatest gift |
Returns the greatest gift for a constituent. |
Get constituent latest gift |
Returns the latest gift for a constituent. |
Get constituent lifetime giving |
Returns the lifetime giving summary for a constituent. |
Get constituent prospect status |
Returns the current prospect status for a constituent. |
List action attachments |
Lists the attachments for an action. |
List action custom fields |
Lists the custom fields for an action. |
List actions |
Returns a list of actions. |
List appeal attachments |
Lists the attachments for an appeal. |
List appeal custom fields |
Lists the custom fields for an appeal. |
List appeals |
Returns a list of appeals. |
List campaign attachments |
Lists the attachments for an campaign. |
List campaign custom fields |
Lists the custom fields for a campaign. |
List campaigns |
Returns a list of campaigns. |
List constituent actions |
Lists the actions for a constituent. |
List constituent addresses |
Lists the addresses for a constituent. |
List constituent aliases |
Lists the aliases for a constituent. |
List constituent attachments |
Lists the attachments for a constituent. |
List constituent codes |
Lists the constituent codes for a constituent. |
List constituent consent records |
Lists the consent records for a constituent. |
List constituent custom fields |
Lists the custom fields for a constituent. |
List constituent educations |
Lists the education records for a constituent. |
List constituent email addresses |
Lists the email addresses for a constituent. |
List constituent fundraisers |
Lists the fundraiser assignments for a constituent. |
List constituent notes |
Lists the notes for a constituent. |
List constituent online presences |
Lists the online presences for a constituent. |
List constituent phones |
Lists the phones for a constituent. |
List constituent ratings |
Returns the list of ratings for a constituent. |
List constituent relationships |
Lists the relationships for a constituent. |
List constituent solicit codes |
Lists the solicit codes for a constituent. |
List constituents |
Returns a list of constituents. |
List event fees |
Lists the fees for an event. |
List event participant options |
Lists the participant options for an event. |
List event participants |
Lists the participants for an event. |
List events |
Returns a list of events. |
List fund attachments |
Lists the attachments for a fund. |
List fund custom fields |
Lists the custom fields for a fund. |
List fundraiser assignments |
List the assignments for a fundraiser. |
List funds |
Returns a list of funds. |
List gift attachments |
Lists the attachments for a gift. |
List gift batches |
List the gift batches. |
List gift custom fields |
Lists the custom fields for a gift. |
List gifts |
Returns a list of gifts. |
List opportunities |
Returns a list of opportunities. |
List opportunity attachments |
Lists the attachments for an opportunity. |
List opportunity custom fields |
Lists the custom fields for an opportunity. |
List packages |
Returns a list of packages. |
List participant donations |
Lists the donations for a participant. |
List participant fee payments |
Lists the fee payments for a participant. |
List participant fees |
Lists the fees for a participant. |
List participant options |
Lists the participant options for a participant. |
Search for a constituent |
Performs a constituent search based on the provided search text. Supports first name, last name, preferred name, former name, alias, email address, phone number, address, or lookup ID. Name combinations such as first name and last name or preferred name and last name are valid, but otherwise search only supports one parameter at a time. By default, searches include results that sound similar to your criteria. For example, searches for "Smith" include matches for "Smyth" and other alternative spellings. This search does not support wildcard characters such as * or ?. Search results are limited to 500 records. |
Update a campaign attachment |
Updates a campaign attachment. |
Update a campaign custom field |
Updates a campaign custom field. |
Update a constituent |
Updates a constituent. |
Update a constituent action |
Updates a constituent action. |
Update a constituent address |
Updates a constituent address. |
Update a constituent alias |
Updates an constituent alias. |
Update a constituent attachment |
Updates a constituent attachment. |
Update a constituent code |
Updates a constituent code. |
Update a constituent custom field |
Updates a constituent custom field. |
Update a constituent education |
Updates a constituent education. |
Update a constituent email address |
Updates a constituent email address. |
Update a constituent note |
Updates a constituent note. |
Update a constituent online presence |
Updates a constituent online presence. |
Update a constituent phone |
Updates a constituent phone. |
Update a constituent profile picture |
Updates the current profile picture for a constituent. |
Update a constituent relationship |
Updates a relationship for a constituent. If a reciprocal relationship exists, it is also modified to reflect the changes. This does not include changes to the "comments" property, which is specific to each record and can be modified independently on each record. |
Update a constituent solicit code |
Updates a constituent solicit code. |
Update a fund attachment |
Updates a fund attachment. |
Update a fund custom field |
Updates a fund custom field. |
Update a gift attachment |
Updates a gift attachment. |
Update a gift custom field |
Updates a gift custom field. |
Update a participant |
Updates the details about a participant. |
Update a participant option |
Updates the details about a participant option. |
Update an action attachment |
Updates an action attachment. |
Update an action custom field |
Updates an action custom field. |
Update an appeal attachment |
Updates an appeal attachment. |
Update an appeal custom field |
Updates an appeal custom field. |
Update an event |
Updates the details about an event. |
Update an opportunity |
Updates an opportunity. |
Update an opportunity attachment |
Updates an opportunity attachment. |
Update an opportunity custom field |
Updates an opportunity custom field. |
Update gift acknowledgement details |
Updates the acknowledgement details for a gift. |
Update gift receipt details |
Updates the receipt details for a gift. |
Add a gift to batch
Add a gift to the specified gift batch.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Batch
|
batch_id | True | string |
The batch to which the gift will be added. |
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the gift. |
Amount
|
value | True | double |
The monetary amount of the gift. |
Date
|
date | True | date |
The gift date (ex: '2020-09-18'). |
Type
|
type | True | string |
The gift type. |
campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the gift split. |
|
fund ID
|
fund_id | True | string |
The system record ID of the fund associated with the gift split. |
appeal ID
|
appeal_id | string |
The system record ID of the appeal associated with the gift split. |
|
package ID
|
package_id | string |
The system record ID of the package associated with the gift split. |
|
amount
|
value | True | double |
The monetary amount of the gift split. |
Payment method
|
payment_method | True | string |
The payment method. |
Check number
|
check_number | string |
The check number (only applicable when payment method is "PersonalCheck"). |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Reference
|
reference | string |
The payment reference (only applicable when payment method is "Other"). |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Is anonymous?
|
is_anonymous | boolean |
Is the gift anonymous? If no value is provided, the default anonymity of the donor will be used. |
|
Subtype
|
subtype | string |
The subtype of the gift. |
|
Comment
|
reference | string |
Notes to track special details about a gift such as the motivation behind it or a detailed description of a gift-in-kind. |
|
Lookup ID
|
lookup_id | string |
The user-defined identifier for the gift. |
|
Use fundraiser credits?
|
default_fundraiser_credits | boolean |
Use the default fundraiser credits? |
|
Use soft credits?
|
default_soft_credits | boolean |
Use the default soft credits? |
|
Constituency
|
constituency | string |
The constituency of the gift. |
|
Post status
|
post_status | string |
The post status of the gift. |
|
Post date
|
post_date | date |
The date the gift was posted (ex: '2020-09-18'). |
|
Receipt status
|
status | True | string |
The receipt status of the gift. |
Receipt amount
|
value | True | double |
The monetary amount of the receipt for the gift. |
Receipt date
|
date | date |
The date that the gift was receipted (ex: '2020-09-18'). |
Returns
Contains a collection of batch gift error records and the batch gifts that the operation added
- Results
- GiftApi.BatchGiftAddResults
Add records to a list
Add a set of records to an existing list.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
List type
|
list_type | True | string |
The type of list. |
List
|
list_id | True | string |
The system record ID of the list. |
ID(s)
|
ids | True | array of string |
The unique identifiers for the records to be added to the list (maximumum of 100,000 values). |
Create a campaign attachment
Creates a new campaign attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Campaign ID
|
parent_id | True | string |
The system record ID of the campaign associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created campaign attachment
Create a campaign custom field
Creates a new campaign custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created campaign custom field
Create a constituent action
Creates a new constituent action.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the action. |
Category
|
category | True | string |
The channel or intent of the constituent interaction. |
Completed?
|
completed | boolean |
Is the action completed? If the system is configured to use custom action statuses, this value is based on the action status value. |
|
Completed on
|
completed_date | date-time |
The date when the action was completed (ex: '2020-09-18T04:13:56Z'). |
|
Date
|
date | True | date-time |
The action date (ex: '2020-09-18T04:13:56Z'). |
Note
|
description | string |
The detailed explanation that elaborates on the action summary. |
|
Direction
|
direction | string |
The direction of the action. |
|
Fundraiser(s)
|
fundraisers | array of string |
The set of system record IDs for the fundraisers associated with the action. |
|
Location
|
location | string |
The location of the action. |
|
Opportunity ID
|
opportunity_id | string |
The system record ID of the opportunity associated with the action. |
|
Outcome
|
outcome | string |
The outcome of the action. |
|
Priority
|
priority | string |
The priority of the action. |
|
Start time
|
start_time | string |
The start time of the action. Uses 24-hour time in the HH:mm format. |
|
End time
|
end_time | string |
The end time of the action. Uses 24-hour time in the HH:mm format. |
|
Status
|
status | string |
The action status. |
|
Summary
|
summary | string |
The short description of the action that appears at the top of the record. Character limit: 255. |
|
Type
|
type | string |
Additional description of the action to complement the category. |
Returns
Created action
Create a constituent address
Creates a new constituent address.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the address. |
Address type
|
type | True | string |
The address type. |
Country
|
country | string |
The country of the address (can be the ID, name, or abbreviation). |
|
Address lines
|
address_lines | string |
The address lines. |
|
City
|
city | string |
The city of the address (do not use in combination with the Suburb field). |
|
State
|
state | string |
The state of the address. |
|
Postal code
|
postal_code | string |
The postal code of the address. |
|
Suburb
|
suburb | string |
The suburb of the address (do not use in combination with the City field). |
|
County
|
county | string |
The county of the address. |
|
Information source
|
information_source | string |
The information source for the address. |
|
Region
|
region | string |
The region for the address. |
|
CART
|
cart | string |
The carrier route (CART) for the address. |
|
LOT
|
lot | string |
The line of travel (LOT) for the address. |
|
DPC
|
dpc | string |
The delivery point code (DPC) for the address. |
|
Valid from
|
start | date |
The date when the constituent began residing at this address (ex: '2005-09-18'). |
|
Valid to
|
end | date |
The date when the constituent ceased to reside at this address (ex: '2005-09-18'). |
|
Primary?
|
preferred | boolean |
Is this the constituent's preferred address? |
|
Do not mail?
|
do_not_mail | boolean |
Can the constituent be contacted at this address? |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
Returns
Created constituent address
Create a constituent alias
Creates a new constituent alias.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the alias. |
Alias
|
name | True | string |
The name to use as the constituent's alias. Character limit: 100. |
Type
|
type | string |
The alias type. |
Returns
Created constituent alias
Create a constituent attachment
Creates a new constituent attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
parent_id | True | string |
The system record ID of the constituent associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created constituent attachment
Create a constituent code
Creates a new constituent code.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the constituent code. |
Constituent code
|
description | True | string |
The constituent code. |
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Sequence
|
sequence | integer |
The numeric sequence associated with the constituent code. |
Returns
Created constituent code
Create a constituent consent record
Creates a new constituent consent record.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the consent record. |
Channel
|
channel | True | string |
The channel that the consent response applies to. |
Category
|
category | string |
The category that the consent response applies to. |
|
Source
|
source | string |
The source of the consent response from the constituent. |
|
Response
|
constituent_consent_response | True | string |
How the constituent responded to consent for the specified channel/category. |
Date
|
consent_date | True | date-time |
The date the consent response was received (ex: '2020-09-18T04:13:56Z'). |
Consent statement
|
consent_statement | string |
The statement the constituent responded to when providing consent. |
|
Privacy notice
|
privacy_notice | string |
The privacy notice provided to the constituent. |
Returns
Created constituent consent
Create a constituent custom field
Creates a new constituent custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created constituent custom field
Create a constituent education
Creates a new constituent education.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the education. |
School
|
school | True | string |
The school/establishment name. |
Type
|
type | string |
The type of education. |
|
Class of
|
class_of | string |
The year the constituent graduated. |
|
Status
|
status | string |
The status of the education. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Degree
|
degree | string |
The degree received. |
|
GPA
|
gpa | double |
The grade point average. |
|
Subject of study
|
subject_of_study | string |
The subject of study. |
|
Primary?
|
primary | boolean |
Is this the constituent's primary school association? |
|
Majors
|
majors | array of string |
The major courses of study. |
|
Minors
|
minors | array of string |
The minor courses of study. |
|
Campus
|
campus | string |
The campus. Character limit: 50. |
|
Social organization
|
social_organization | string |
The social organization. Character limit: 50. |
|
Known name
|
known_name | string |
The known name. Character limit: 50. |
|
Class of degree
|
class_of_degree | string |
The class of degree (only applicable for UK versions). |
|
Department
|
department | string |
The name of the education department (only applicable for UK versions). |
|
Faculty
|
faculty | string |
The name of the faculty (only applicable for UK versions). |
|
Registration number
|
registration_number | string |
The registration number (only applicable for UK versions). Character limit: 50. |
Returns
Created constituent education
Create a constituent email address
Creates a new constituent email address.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the email address. |
Email type
|
type | True | string |
The type of email address. |
Email address
|
address | True | string |
The email address. |
Primary?
|
primary | boolean |
Is this the constituent's primary email address? |
|
Do not email?
|
do_not_email | boolean |
Can the constituent be contacted at this email address? |
|
Inactive?
|
inactive | boolean |
Is this email address inactive? |
Returns
Created constituent email address
Create a constituent note
Creates a new constituent note.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the note. |
Type
|
type | True | string |
The note type. |
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Summary
|
summary | string |
The note summary. Character limit: 50. |
|
Note
|
text | string |
The note text. |
Returns
Created constituent note
Create a constituent online presence
Creates a new constituent online presence.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the online presence. |
Type
|
type | True | string |
The online presence type. |
Link
|
address | True | string |
The web address for the online presence. |
Primary?
|
primary | boolean |
Is this the constituent's primary online presence? |
|
Inactive?
|
inactive | boolean |
Is this online presence inactive? |
Returns
Created constituent online presence
Create a constituent phone
Creates a new constituent phone.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the phone. |
Type
|
type | True | string |
The phone type. |
Number
|
number | True | string |
The phone number. |
Primary?
|
primary | boolean |
Is this the constituent's primary phone? |
|
Do not call?
|
do_not_call | boolean |
Can the constituent be contacted at this number? |
|
Inactive?
|
inactive | boolean |
Is this phone number inactive? |
Returns
Created constituent phone
Create a constituent rating
Creates a new constituent rating.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the rating to create. |
Returns
Created constituent rating
Create a constituent solicit code
Creates a new constituent solicit code.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the solicit code. |
Solicit code
|
solicit_code | True | string |
Communication instructions and/or restrictions for a constituent. |
Start date
|
start_date | date |
The start date of the solicit code (ex: '2005-09-18'). |
|
End date
|
end_date | date |
The end date of the solicit code (ex: '2005-09-18'). |
Returns
Created constituent solicit code
Create a document location
Creates a new unique document identifier and upload location for use with physical attachments. The response will include instructions for where and how to upload the document contents.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
File name
|
file_name | string |
The file name of the document to be uploaded. |
|
Include thumbnail?
|
upload_thumbnail | boolean |
Include a thumbnail document location? |
Returns
File definition
Create a fund attachment
Creates a new fund attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fund ID
|
parent_id | True | string |
The system record ID of the fund associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created fund attachment
Create a fund custom field
Creates a new fund custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created fund custom field
Create a fundraiser assignment
Creates a new fundraiser assignment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fundraiser ID
|
fundraiser_id | True | string |
The system record ID of the fundraiser. |
Constituent ID
|
constituent_id | True | string |
The system record ID of the assigned constituent. |
Type
|
type | string |
The type of fundraiser. |
|
Assignment starts
|
start | date-time |
The start date of the assignment. |
|
Assignment ends
|
end | date-time |
The end date of the assignment. |
|
Amount
|
value | True | double |
The goal amount for the fundraiser to solicit from the assigned constituent. |
Campaign ID
|
campaign_id | string |
The system record ID of the campaign to which which resulting gifts will be applied. |
|
Fund ID
|
fund_id | string |
The system record ID of the fund to which which resulting gifts will be applied. |
|
Appeal ID
|
appeal_id | string |
The system record ID of the appeal to which which resulting gifts will be applied. |
Returns
Created fundraiser assignment
Create a gift
Creates a new gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the gift. |
Amount
|
value | True | double |
The monetary amount of the gift. |
Date
|
date | True | date |
The gift date (ex: '2020-09-18'). |
Type
|
type | True | string |
The gift type. |
campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the gift split. |
|
fund ID
|
fund_id | True | string |
The system record ID of the fund associated with the gift split. |
appeal ID
|
appeal_id | string |
The system record ID of the appeal associated with the gift split. |
|
package ID
|
package_id | string |
The system record ID of the package associated with the gift split. |
|
amount
|
value | True | double |
The monetary amount of the gift split. |
Payment method
|
payment_method | True | string |
The payment method. |
Check number
|
check_number | string |
The check number (only applicable when payment method is "PersonalCheck"). |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Reference
|
reference | string |
The payment reference (only applicable when payment method is "Other"). |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Is anonymous?
|
is_anonymous | boolean |
Is the gift anonymous? If no value is provided, the default anonymity of the donor will be used. |
|
Subtype
|
subtype | string |
The subtype of the gift. |
|
Comment
|
reference | string |
Notes to track special details about a gift such as the motivation behind it or a detailed description of a gift-in-kind. |
|
Lookup ID
|
lookup_id | string |
The user-defined identifier for the gift. |
|
Use fundraiser credits?
|
default_fundraiser_credits | boolean |
Use the default fundraiser credits? |
|
Use soft credits?
|
default_soft_credits | boolean |
Use the default soft credits? |
|
Constituency
|
constituency | string |
The constituency of the gift. |
|
Batch prefix
|
batch_prefix | string |
The prefix to use for batch gifts. This must include at least one letter, and is required when 'Batch number' has a value. |
|
Batch number
|
batch_number | string |
The batch number. Character limit: 50 (including the batch prefix). |
|
Post status
|
post_status | string |
The post status of the gift. |
|
Post date
|
post_date | date |
The date the gift was posted (ex: '2020-09-18'). |
|
Receipt status
|
status | True | string |
The receipt status of the gift. |
Receipt amount
|
value | True | double |
The monetary amount of the receipt for the gift. |
Receipt date
|
date | date |
The date that the gift was receipted (ex: '2020-09-18'). |
Returns
Created gift
- Body
- GiftApi.CreatedGift
Create a gift attachment
Creates a new gift attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Gift ID
|
parent_id | True | string |
The system record ID of the gift associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created gift attachment
Create a gift batch
Creates a new gift batch.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Description
|
batch_description | string |
The description of the batch. |
|
Expected number
|
expected_number | integer |
The number of gifts expected in the batch. |
|
Expected total
|
expected_batch_total | double |
The total value of gifts in the batch. |
|
Batch number
|
batch_number | string |
The unique identifier specific to the batch. |
Returns
Created gift batch
Create a gift custom field
Creates a new gift custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created gift custom field
Create a list from a set of records
Creates a new list filtered to the specified set of records.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string |
The name of the list. Character limit: 50. |
Description
|
description | True | string |
The description of the list. |
List type
|
list_type | True | string |
Determines the type of list to create. |
Permissions
|
list_permissions | True | string |
Determines whether other users can access the list. |
ID(s)
|
ids | True | array of string |
The unique identifiers for the records contained in the list (maximumum of 100,000 values). |
Returns
Created list
- Body
- ListApi.CreatedList
Create a participant
Creates a new participant for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event. |
Constituent ID
|
constituent_id | True | string |
The constituent ID of the participant. |
Host ID
|
host_id | string |
The ID of the host's participant record. |
|
RSVP status
|
rsvp_status | string |
The status of the participant's engagement with the event. |
|
Attended?
|
attended | boolean |
Did the participant attend the event? |
|
Invitation status
|
invitation_status | string |
The status of the invitation to the participant. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Participation level
|
name | True | string |
The name of the participation level. |
Returns
Created participant
Create a participant donation
Creates a new donation for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Gift ID
|
gift_id | True | string |
The systetm record ID of the gift to which the participant donation is linked. |
Returns
Created participant donation
Create a participant fee
Creates a new fee for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Event ID
|
event_id | True | string |
The system record ID of the event. |
Fee
|
event_fee_id | True | string |
The event fee. |
Quantity
|
quantity | True | integer |
The quantity purchased. |
Fee amount
|
fee_amount | True | double |
The amount of money associated with the fee. |
Contribution amount
|
contribution_amount | True | double |
The amount of the fee that's a donation above the costs of the event. This is the amount that typically appears on receipts. |
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
Returns
Created participant fee
Create a participant fee payment
Creates a new fee payment for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Gift ID
|
gift_id | True | string |
The systetm record ID of the gift to which the participant fee is linked. |
Applied amount
|
applied_amount | True | double |
The amount of the payment that applies toward the participant fees. |
Returns
Created participant fee payment
Create a participant option
Creates a new participant option for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The ID of the participant. |
body
|
body | True | dynamic |
An object that represents the participant option to create. |
Returns
Created participant option
Create an action attachment
Creates a new action attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action ID
|
parent_id | True | string |
The system record ID of the action associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created action attachment
Create an action custom field
Creates a new action custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created action custom field
Create an appeal attachment
Creates a new appeal attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Appeal ID
|
parent_id | True | string |
The system record ID of the appeal associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created appeal attachment
Create an appeal custom field
Creates a new appeal custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created appeal custom field
Create an event
Creates a new event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event name
|
name | True | string |
The name of the event. |
Description
|
description | string |
The description of the event. |
|
Category
|
name | True | string |
The category name. |
Start date
|
start_date | True | date |
The start date of the event (ex: '2020-09-18'). |
Start time
|
start_time | string |
The start time of the event (ex: '07:30'). |
|
End date
|
end_date | date |
The end date of the event (ex: '2020-09-18'). |
|
End time
|
end_time | string |
The end time of the event (ex: '07:30)'. |
|
Lookup ID
|
lookup_id | string |
The lookup ID of the event. |
|
Capacity
|
capacity | integer |
The number of people that can attend the event. |
|
Goal
|
goal | double |
The monetary goal of the event. |
|
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the event. |
|
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the event. |
|
Inactive?
|
inactive | boolean |
Is the event active? |
Returns
Created event
Create an event fee
Creates a new fee for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event. |
Name
|
name | True | string |
The name of the fee. |
Fee amount
|
cost | True | double |
The amount of money associated with the fee. |
Contribution amount
|
contribution_amount | True | double |
The amount of the fee that's a donation above the costs of the event. |
Returns
Created event fee
Create an event participant option
Creates a new participant option for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The ID of the event. |
Name
|
name | True | string |
The name of the event participant option. |
Input type
|
input_type | True | string |
The types of values participants can use to provide responses. |
Allow multi-select?
|
multi_select | boolean |
Allow more than one value for lists? |
|
name
|
name | string |
The name of the list option. |
|
sequence
|
sequence | integer |
The 0-based sequence used for ordering. |
Returns
Created event participant option
Create an individual constituent
Creates a new individual constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Title
|
title | string |
The constituent's primary title. |
|
First name
|
first | string |
The constituent's first name. Character limit: 50. |
|
Last name
|
last | True | string |
The constituent's last name. Character limit: 100. |
Suffix
|
suffix | string |
The constituent's primary suffix. |
|
Lookup ID
|
lookup_id | string |
The user-defined identifier for the constituent. |
|
type
|
type | True | string |
The address type. |
country
|
country | string |
The country of the address (can be the ID, name, or abbreviation). |
|
lines
|
address_lines | string |
The address lines. Character limit: 150. |
|
city
|
city | string |
The city of the address (do not use in combination with the Suburb field). |
|
state
|
state | string |
The state of the address. |
|
postal code
|
postal_code | string |
The postal code of the address. Character limit: 12. |
|
suburb
|
suburb | string |
The suburb of the address (do not use in combination with the City field). |
|
county
|
county | string |
The county of the address. |
|
start
|
start | date |
The date when the constituent began residing at this address (ex: '2005-09-18'). |
|
end
|
end | date |
The date when the constituent ceased to reside at this address (ex: '2005-09-18'). |
|
type
|
type | True | string |
The phone type. |
number
|
number | True | string |
The phone number. |
is primary?
|
primary | boolean |
Is this the constituent's primary phone number? |
|
type
|
type | True | string |
The type of email address. |
address
|
address | True | string |
The email address. |
is primary?
|
primary | boolean |
Is this the constituent's primary email address? |
|
type
|
type | True | string |
The online presence type. |
address
|
address | True | string |
The web address for the online presence. |
is primary?
|
primary | boolean |
Is this the constituent's primary online presence? |
|
Preferred name
|
preferred_name | string |
The constituent's preferred name. Character limit: 50. |
|
Middle name
|
middle | string |
The constituent's middle name. Character limit: 50. |
|
Former name
|
former_name | string |
The constituent's former name. Character limit: 100. |
|
Title 2
|
title_2 | string |
The constituent's secondary title. |
|
Suffix 2
|
suffix_2 | string |
The constituent's secondary suffix. |
|
Gender
|
gender | string |
The constituent's gender. |
|
Marital status
|
marital_status | string |
The constituent's marital status. |
|
Gives anonymously?
|
gives_anonymously | boolean |
Does the constituent give anonymously? |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Birthplace
|
birthplace | string |
The birthplace of the constituent. |
|
Ethnicity
|
ethnicity | string |
The ethnicity of the constituent. |
|
Income
|
income | string |
The income for the constituent. |
|
Religion
|
religion | string |
The religion of the constituent. |
|
Custom addressee?
|
custom_format | boolean |
Is the primary addressee a custom format? |
|
Addressee format
|
configuration_id | string |
Primary addressee configuration (required unless a custom format is used). |
|
Addressee custom name
|
formatted_name | string |
Primary addressee formatted name (required when a custom format is used). Character limit: 255. |
|
Custom salutation?
|
custom_format | boolean |
Is the primary salutation a custom format? |
|
Salutation format
|
configuration_id | string |
Primary salutation configuration (required unless a custom format is used). |
|
Salutation custom name
|
formatted_name | string |
Primary salutation formatted name (required when a custom format is used). Character limit: 255. |
Returns
Created individual constituent
Create an individual relationship
Creates a new individual relationship. If the relationship is with another constituent, a reciprocal relationship is created for that constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the relationship. |
Relation ID
|
relation_id | True | string |
The system record ID of the related individual. |
Type
|
type | string |
The type of relation that the relationship represents. |
|
Reciprocal type
|
reciprocal_type | string |
Describes the constituent's relationship to the related constituent. For example, in a relationship between a male constituent and a female sibling, the reciprocal relationship type would be brother. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Is spouse?
|
is_spouse | boolean |
Is the related individual the constituent's spouse? |
|
Is constituent head of household?
|
is_constituent_head_of_household | boolean |
Is the constituent the head of the household? |
|
Is spouse head of household?
|
is_spouse_head_of_household | boolean |
Is the spouse the head of the household? |
|
Notes
|
comment | string |
Additional notes about the relationship. |
Returns
Created individual relationship
Create an opportunity
Creates a new opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the opportunity. |
Purpose
|
purpose | True | string |
The intended use for any money raised as a result of the opportunity. |
Name
|
name | True | string |
The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255. |
Status
|
status | string |
The status that indicates where the opportunity is in the solicitation process. |
|
Deadline
|
deadline | date-time |
The goal date for the opportunity to result in a gift (ex: '2020-09-18T04:13:56Z'). |
|
Ask date
|
ask_date | date-time |
The date when the solicitation was made (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Expected date
|
expected_date | date-time |
The date when the prospect is expected to give in response to the opportunity (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Funded date
|
funded_date | date-time |
The date when the prospect gave in response to the opportunity (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money. |
|
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift. |
|
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the fundraiser. |
|
value
|
value | double |
The monetary value. |
|
Inactive?
|
inactive | boolean |
Is the opportunity inactive? |
Returns
Created opportunity
Create an opportunity attachment
Creates a new opportunity attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity ID
|
parent_id | True | string |
The system record ID of the opportunity associated with the attachment. |
Type
|
type | True | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied. |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
|
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
|
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
|
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Returns
Created opportunity attachment
Create an opportunity custom field
Creates a new opportunity custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
body
|
body | True | dynamic |
An object that represents the custom field to create. |
Returns
Created opportunity attachment
Create an organization constituent
Creates a new organization constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Name
|
name | True | string |
The organization name. Character limit: 100. |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the constituent. |
|
type
|
type | True | string |
The address type. |
country
|
country | string |
The country of the address (can be the ID, name, or abbreviation). |
|
lines
|
address_lines | string |
The address lines. Character limit: 150. |
|
city
|
city | string |
The city of the address (do not use in combination with the Suburb field). |
|
state
|
state | string |
The state of the address. |
|
postal code
|
postal_code | string |
The postal code of the address. Character limit: 12. |
|
suburb
|
suburb | string |
The suburb of the address (do not use in combination with the City field). |
|
county
|
county | string |
The county of the address. |
|
start
|
start | date |
The date when the constituent began residing at this address (ex: '2005-09-18'). |
|
end
|
end | date |
The date when the constituent ceased to reside at this address (ex: '2005-09-18'). |
|
type
|
type | True | string |
The phone type. |
number
|
number | True | string |
The phone number. |
is primary?
|
primary | boolean |
Is this the constituent's primary phone number? |
|
type
|
type | True | string |
The type of email address. |
address
|
address | True | string |
The email address. |
is primary?
|
primary | boolean |
Is this the constituent's primary email address? |
|
type
|
type | True | string |
The online presence type. |
address
|
address | True | string |
The web address for the online presence. |
is primary?
|
primary | boolean |
Is this the constituent's primary online presence? |
|
Gives anonymously?
|
gives_anonymously | boolean |
Does the constituent give anonymously? |
|
Industry
|
industry | string |
The industry of the constituent. |
|
Number of employees
|
num_employees | integer |
The number of employees at the organization. |
|
Matches gifts?
|
matches_gifts | boolean |
Does the organization match gifts? |
|
Matching gift factor
|
matching_gift_factor | double |
The matching gift factor. |
|
Min match per gift
|
value | double |
The minimum match amount per gift for the constituent. |
|
Max match per gift
|
value | double |
The maximum match amount per gift for the constituent. |
|
Min match per constit
|
value | double |
The minimum match total for the constituent. |
|
Max match per constit
|
value | double |
The maximum match total for the constituent. |
|
Matching gift notes
|
matching_gift_notes | string |
The matching gift notes for the constituent. |
Returns
Created organization constituent
Create an organization relationship
Creates a new organization relationship. If the relationship is with another constituent, a reciprocal relationship is created for that constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent associated with the relationship. |
Relation ID
|
relation_id | True | string |
The system record ID of the related organization. |
Type
|
type | string |
The type of relation that the relationship represents. |
|
Reciprocal type
|
reciprocal_type | string |
Describes the constituent's relationship to the related organization. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Is contact?
|
is_organization_contact | boolean |
Does the constituent represent this organization as a contact? |
|
Contact type
|
organization_contact_type | string |
Provides context for interactions with the related individual who represents the organization as a contact. |
|
Position
|
position | string |
The individual's position in the organization. Character limit: 50. |
|
Is primary business?
|
is_primary_business | boolean |
Is this the constituent's primary business? |
|
Notes
|
comment | string |
Additional notes about the relationship. |
Returns
Created organization relationship
Delete a constituent code
Deletes a constituent code.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent code ID
|
constituent_code_id | True | string |
The system record ID of the constituent code to delete. |
Get a campaign
Returns information about a campaign.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Campaign ID
|
campaign_id | True | string |
The system record ID of the campaign to get. |
Returns
Campaign
Get a constituent
Returns information about a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent to get. |
Returns
Constituent
Get a constituent action
Returns information about a constituent action.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action ID
|
action_id | True | string |
The system record ID of the action to get. |
Returns
Action
Get a constituent profile picture
Returns the current profile picture for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent for whom the profile picture is to be retrieved. |
Returns
Profile picture
Get a fund
Returns information about a fund.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fund ID
|
fund_id | True | string |
The system record ID of the fund to get. |
Returns
Fund
Get a gift
Returns information about a gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Gift ID
|
gift_id | True | string |
The system record ID of the gift to get. |
Returns
Gift
- Body
- GiftApi.GiftRead
Get a package
Returns information about a package.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Package ID
|
package_id | True | string |
The system record ID of the package to get. |
Returns
Package
Get a participant
Returns information about a specific event participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Returns
Participant
- Body
- EventApi.Participant
Get an appeal
Returns information about an appeal.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Appeal ID
|
appeal_id | True | string |
The system record ID of the appeal to get. |
Returns
Appeal
Get an event
Returns information about an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event to get. |
Returns
Event
- Body
- EventApi.Event
Get an opportunity
Returns information about an opportunity. Note: This endpoint returns the status property with a latency of about 10 minutes.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity ID
|
opportunity_id | True | string |
The system record ID of the opportunity to get. |
Returns
Opportunity
Get constituent first gift
Returns the first gift for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Giving summary
Get constituent greatest gift
Returns the greatest gift for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Giving summary
Get constituent latest gift
Returns the latest gift for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Giving summary
Get constituent lifetime giving
Returns the lifetime giving summary for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Lifetime giving
Get constituent prospect status
Returns the current prospect status for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent for whom the prospect status is to be retrieved. |
Returns
Prospect status
List action attachments
Lists the attachments for an action.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action ID
|
action_id | True | string |
The system record ID of the action. |
Returns
Attachments
List action custom fields
Lists the custom fields for an action.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action ID
|
action_id | True | string |
The system record ID of the action. |
Returns
Custom fields
List actions
Returns a list of actions.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
List
|
list_id | string |
Defines a list identifier used to filter the set of actions to those included in the specified list. If this value is set, other specified filters will be ignored. |
|
Computed status
|
computed_status | string |
Represents a filter for results based on the computed action status. Available values are Open, Completed, or PastDue. |
|
Status
|
status_code | string |
Represents an action status code to filter the results (only applicable when the system is configured to use action status codes). For example, "Pending" returns actions with a status of "Pending". |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Added on or after
|
date_added | date-time |
Filter the results to actions created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to actions modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Actions
List appeal attachments
Lists the attachments for an appeal.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Appeal ID
|
appeal_id | True | string |
The system record ID of the appeal. |
Returns
Attachments
List appeal custom fields
Lists the custom fields for an appeal.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Appeal ID
|
appeal_id | True | string |
The system record ID of the appeal. |
Returns
Custom fields
List appeals
Returns a list of appeals.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive appeals? |
|
Added on or after
|
date_added | date-time |
Filter the results to appeals created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to appeals modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Appeals
List campaign attachments
Lists the attachments for an campaign.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Campaign ID
|
campaign_id | True | string |
The system record ID of the campaign. |
Returns
Attachments
List campaign custom fields
Lists the custom fields for a campaign.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Campaign ID
|
campaign_id | True | string |
The system record ID of the campaign. |
Returns
Custom fields
List campaigns
Returns a list of campaigns.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive campaigns? |
|
Added on or after
|
date_added | date-time |
Filter the results to campaigns created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to campaigns modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Campaigns
List constituent actions
Lists the actions for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Actions
List constituent addresses
Lists the addresses for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Include inactive?
|
include_inactive | boolean |
Include inactive addresses? |
Returns
Addresses
List constituent aliases
Lists the aliases for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Aliases
List constituent attachments
Lists the attachments for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Attachments
List constituent codes
Lists the constituent codes for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Constituent codes
List constituent consent records
Lists the consent records for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Most recent only?
|
most_recent_only | boolean |
Include only the most recent consent records for each channel category combination in the response? |
Returns
Consent records
List constituent custom fields
Lists the custom fields for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Custom fields
List constituent educations
Lists the education records for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Educations
List constituent email addresses
Lists the email addresses for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Include inactive?
|
include_inactive | boolean |
Include inactive email addresses? |
Returns
Email addresses
List constituent fundraisers
Lists the fundraiser assignments for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Include inactive?
|
include_inactive | boolean |
Include inactive fundraiser assignments? |
Returns
Fundraiser assignments
List constituent notes
Lists the notes for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Notes
List constituent online presences
Lists the online presences for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Include inactive?
|
include_inactive | boolean |
Include inactive online presences? |
Returns
Online presences
List constituent phones
Lists the phones for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Include inactive?
|
include_inactive | boolean |
Include inactive phones? |
Returns
Phones
List constituent ratings
Returns the list of ratings for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent |
Include inactive?
|
include_inactive | boolean |
Include inactive ratings? |
|
Only most recent?
|
most_recent_only | boolean |
Include only the most recent ratings? |
Returns
Ratings
List constituent relationships
Lists the relationships for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. There is no maximum. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
Returns
Relationships
List constituent solicit codes
Lists the solicit codes for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent. |
Returns
Solicit codes
List constituents
Returns a list of constituents.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
List
|
list_id | string |
Defines a list identifier used to filter the set of constituents to those included in the specified list. If this value is set, other specified filters will be ignored. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Constituent code
|
constituent_code | string |
Represents a constituent code to filter the list. For example, "Board Member" returns only constituents with a Board Member constituent code. |
|
Constituent ID
|
constituent_id | string |
Represents a comma-separated list of constituent identifiers to filter the results. For example, "280,1232" returns only constituent 280 or constituent 1232. |
|
Custom field category
|
custom_field_category | string |
Represents a custom field category to filter the results. For example, "Anniversary" returns only constituents with an active Anniversary custom field. |
|
Fundraiser status
|
fundraiser_status | string |
Represents a comma-separated list of fundraiser statuses to filter the results. For example, "Active,None" returns only constituents whose fundraiser status is Active or None. Valid values for this filter are Active, Inactive, and None. |
|
Include deceased?
|
include_deceased | boolean |
Include deceased constituents in the response? |
|
Include inactive?
|
include_inactive | boolean |
Include inactive constituents in the response? |
|
Postal code
|
postal_code | string |
Represents a comma-separated list of postal codes to filter the results. For example, "29466,29492" returns only constituents whose preferred address has a postal code that starts with 29466 or 29492, such as 29466, 29492, or 29492-0727. |
|
Added on or after
|
date_added | date-time |
Filter the results to constituents created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to constituents modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Sorted by
|
sort | string |
Represents a list of fields to sort the results by. Results are in ascending order by default, and a '-' sign denotes descending order. For example, "date_added,-last" sorts constituents by the "date_added" field in ascending order and then by the "last" field in descending order. |
Returns
Constituents
List event fees
Lists the fees for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event. |
Returns
Fees
List event participant options
Lists the participant options for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The ID of the event. |
Returns
Event participant options
List event participants
Lists the participants for an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event. |
RSVP status
|
rsvp_status | string |
Filter participants based on RSVP status. |
|
Invitation status
|
invitation_status | string |
Filter participants based on invitation status. |
|
Participation level
|
participation_level | string |
Filter participants based on level of involvement. |
|
Attended?
|
attended_filter | boolean |
Filter for including or excluding participants marked as attended. |
|
Fees paid?
|
fees_paid_filter | boolean |
Filter for including or excluding participants that have paid their fees. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 10000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Is a constituent?
|
is_constituent_filter | boolean |
Filter for including or excluding participants who are constituents. |
|
Has an eligible email?
|
email_eligible_filter | boolean |
Filter for including or excluding participants based on whether they have a primary email address that's not marked Do not email? |
|
Has an eligible phone?
|
phone_call_eligible_filter | boolean |
Filter for including or excluding participants based on whether they have a primary phone number that's not marked Do not call. |
|
Name
|
name | string |
Filter for participants that match the specified name. |
|
Added on or after
|
date_added | date-time |
Filter the results to participants created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to participants modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Participants
List events
Returns a list of events.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Category
|
category | string |
Filter based on event category. |
|
Start date from
|
start_date_from | date |
Filter the results to events with start date on or after the specified date (ex: '2020-09-18'). |
|
Start date to
|
start_date_to | date |
Filter the results to events with start date on or before the specified date (ex: '2020-09-18'). |
|
Include inactive?
|
include_inactive | boolean |
Include inactive events? |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 10000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Event ID
|
event_id | string |
Filter the events that match the specified system record ID. |
|
Name
|
name | string |
Filter for events that match the specified name. |
|
Added on or after
|
date_added | date-time |
Filter the results to events created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to events modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Events
List fund attachments
Lists the attachments for a fund.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fund ID
|
fund_id | True | string |
The system record ID of the fund. |
Returns
Attachments
List fund custom fields
Lists the custom fields for a fund.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fund ID
|
fund_id | True | string |
The system record ID of the fund. |
Returns
Custom fields
List fundraiser assignments
List the assignments for a fundraiser.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Fundraiser ID
|
fundraiser_id | True | string |
The system record ID of the fundraiser for whom assignments are to be returned. |
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
Returns
Assignments
List funds
Returns a list of funds.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive funds? |
|
Added on or after
|
date_added | date-time |
Filter the results to funds created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to funds modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Funds
List gift attachments
Lists the attachments for a gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Gift ID
|
gift_id | True | string |
The system record ID of the gift. |
Returns
Attachments
List gift batches
List the gift batches.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Batch number
|
batch_number | string |
Represents a filter for results that match the specified number. |
|
Approved?
|
approved | boolean |
Represents a filter for the status of the gift batch. |
|
Has exceptions?
|
has_exceptions | boolean |
Represents a filter for whether the gift batch contains exceptions. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Search text
|
search_text | string |
Represents a filter for text included in the batch description or batch number fields. |
|
Created by
|
created_by | string |
Represents a filter for gift batches created by the specified user. |
Returns
Gift batches
List gift custom fields
Lists the custom fields for a gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Gift ID
|
gift_id | True | string |
The system record ID of the gift. |
Returns
Custom fields
List gifts
Returns a list of gifts.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
List
|
list_id | string |
Defines a list identifier used to filter the set of gifts to those included in the specified list. If this value is set, other specified filters will be ignored. |
|
Type
|
gift_type | string |
Represents a comma-separated list of gift types to filter the results. For example, "MatchingGiftPledge,RecurringGift" returns only gifts of type MatchingGiftPledge or RecurringGift. |
|
Constituent ID
|
constituent_id | string |
Represents a comma-separated list of constituent identifiers to filter the results. For example, "280,1232" returns only gifts from constituent 280 or constituent 1232. |
|
Campaign ID
|
campaign_id | string |
Represents a comma-separated list of campaign identifiers to filter the results. For example, "506,918" returns only gifts to campaign 506 or campaign 918. |
|
Fund ID
|
fund_id | string |
Represents a comma-separated list of fund identifiers to filter the results. For example, "506,918" returns only gifts to fund 506 or fund 918. |
|
Appeal ID
|
appeal_id | string |
Represents a comma-separated list of appeal identifiers to filter the results. For example, "506,918" returns only gifts to appeal 506 or appeal 918. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Start gift date
|
start_gift_date | date-time |
Represents a filter for gifts with a gift date on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
End gift date
|
end_gift_date | date-time |
Represents a filter for gifts with a gift date on or before the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Start gift amount
|
start_gift_amount | double |
Represents a filter for gifts with an amount greater than or equal to the specified amount. |
|
End gift amount
|
end_gift_amount | double |
Represents a filter for gifts with an amount less than or equal to the specified amount. |
|
Post status
|
post_status | string |
Represents a comma-separated list of gift post statuses to filter the results. For example, "DoNotPost,Posted" returns only gifts that are marked as DoNotPost or Posted. |
|
Receipt status
|
receipt_status | string |
Represents a comma-separated list of gift receipt statuses to filter the results. For example, "DoNotReceipt,Receipted" returns only gifts that are marked as DoNotReceipt or Receipted. |
|
Acknowledgement status
|
acknowledgement_status | string |
Represents a comma-separated list of gift acknowledgement statuses to filter the results. For example, "DoNotAcknowledge,Acknowledged" returns only gifts that are marked as DoNotAcknowledge or Acknowledged. |
|
Added on or after
|
date_added | date-time |
Filter the results to gifts created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to gifts modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Gifts
List opportunities
Returns a list of opportunities.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
List
|
list_id | string |
Defines a list identifier used to filter the set of opportunities to those included in the specified list. If this value is set, other specified filters will be ignored. |
|
Constituent ID
|
constituent_id | string |
Represents a comma-separated list of constituent identifiers to filter the results. For example, "280,1232" returns only opportunities from constituent 280 or constituent 1232. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive opportunities? |
|
Added on or after
|
date_added | date-time |
Filter the results to opportunities created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to opportunities modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Opportunities
List opportunity attachments
Lists the attachments for an opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity ID
|
opportunity_id | True | string |
The system record ID of the opportunity. |
Returns
Attachments
List opportunity custom fields
Lists the custom fields for an opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity ID
|
opportunity_id | True | string |
The system record ID of the opportunity. |
Returns
Custom fields
List packages
Returns a list of packages.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Appeal ID
|
appeal_id | string |
Represents a comma-separated list of appeal identifiers to filter the results. For example, "506,918" returns only packages for appeal 506 or appeal 918. |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive packages? |
|
Added on or after
|
date_added | date-time |
Filter the results to packages created on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
|
Modified on or after
|
last_modified | date-time |
Filter the results to packages modified on or after the specified date (ex: '2020-09-18T04:13:56Z'). |
Returns
Packages
List participant donations
Lists the donations for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 10000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. The default is 0. |
Returns
Donations
List participant fee payments
Lists the fee payments for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 10000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. The default is 0. |
Returns
Fee payments
List participant fees
Lists the fees for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 10000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. The default is 0. |
Returns
Fees
List participant options
Lists the participant options for a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant. |
Returns
Participant options
Search for a constituent
Performs a constituent search based on the provided search text. Supports first name, last name, preferred name, former name, alias, email address, phone number, address, or lookup ID. Name combinations such as first name and last name or preferred name and last name are valid, but otherwise search only supports one parameter at a time. By default, searches include results that sound similar to your criteria. For example, searches for "Smith" include matches for "Smyth" and other alternative spellings. This search does not support wildcard characters such as * or ?. Search results are limited to 500 records.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Search text
|
search_text | True | string |
The search text. Supports first name, last name, preferred name, former name, alias, email address, phone number, address, or lookup ID. Name combinations such as first name and last name or preferred name and last name are valid, but otherwise search only supports one parameter at a time. By default, searches include results that sound similar to your criteria. For example, searches for "Smith" include matches for "Smyth" and other alternative spellings. This search does not support wildcard characters such as * or ?. Search results are limited to 500 records. |
Fundraiser statuses
|
fundraiser_status | string |
Represents a comma-separated list of fundraiser statuses to filter the results. For example, "Active,None" returns only constituents whose fundraiser status is Active or None. Valid values for this filter are Active, Inactive, and None. |
|
Include inactive?
|
include_inactive | boolean |
Include inactive constituents in the response? |
|
Search field
|
search_field | string |
Represents a field to search on. Currently, it only supports lookup_id. If it is provided with search_text, a constituent with lookup_id that matches the search_text will be returned. |
|
Use strict search?
|
strict_search | boolean |
Exclude constituents whose names sound like the search text but are spelled differently? |
|
Limit
|
limit | integer |
Represents the number of records to return. The default is 500. The maximum is 5000. |
|
Offset
|
offset | integer |
Represents the number of records to skip. For use with pagination. |
Returns
Search results
Update a campaign attachment
Updates a campaign attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update a campaign custom field
Updates a campaign custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update a constituent
Updates a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent to update. |
Title
|
title | string |
The constituent's primary title (for individuals only). |
|
First name
|
first | string |
The constituent's first name (for individuals only). Character limit: 50. |
|
Last name
|
last | string |
The constituent's last name (for individuals only). Character limit: 100. |
|
Organization name
|
name | string |
For individuals, this is a computed field that is not applicable for edit operations. For organization, this field is required and represents the organization's name. Character limit: 100. |
|
Suffix
|
suffix | string |
The constituent's primary suffix (for individuals only). |
|
Preferred name
|
preferred_name | string |
The constituent's preferred name (for individuals only). Character limit: 50. |
|
Lookup ID
|
lookup_id | string |
The user-defined identifier for the constituent. |
|
Gender
|
gender | string |
The constituent's gender (for individuals only). |
|
Middle name
|
middle | string |
The constituent's middle name (for individuals only). Character limit: 50. |
|
Former name
|
former_name | string |
The constituent's former name (for individuals only). Character limit: 100. |
|
Title 2
|
title_2 | string |
The constituent's secondary title (for individuals only). |
|
Suffix 2
|
suffix_2 | string |
The constituent's secondary suffix (for individuals only). |
|
Marital status
|
marital_status | string |
The constituent's marital status (for individuals only). |
|
Gives anonymously?
|
gives_anonymously | boolean |
Does the constituent give anonymously? |
|
Inactive?
|
inactive | boolean |
Is the constituent inactive? |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Birthplace
|
birthplace | string |
The birthplace of the constituent (for individuals only). |
|
Ethnicity
|
ethnicity | string |
The ethnicity of the constituent (for individuals only). |
|
Income
|
income | string |
The income for the constituent (for individuals only). |
|
Religion
|
religion | string |
The religion of the constituent (for individuals only). |
|
Industry
|
industry | string |
The industry of the constituent (for organizations only). |
|
Number of employees
|
num_employees | integer |
The number of employees at the organization. |
|
Matches gifts?
|
matches_gifts | boolean |
Does the organization match gifts? |
|
Matching gift factor
|
matching_gift_factor | double |
The matching gift factor (for organizations only). |
|
Min match per gift
|
value | double |
The minimum match amount per gift for the constituent (for organizations only). |
|
Max match per gift
|
value | double |
The maximum match amount per gift for the constituent (for organizations only). |
|
Min match per constit
|
value | double |
The minimum match total for the constituent (for organizations only). |
|
Max match per constit
|
value | double |
The maximum match total for the constituent (for organizations only). |
|
Matching gift notes
|
matching_gift_notes | string |
The matching gift notes for the constituent (for organizations only). |
|
Deceased?
|
deceased | boolean |
Is the constituent deceased (for individuals only)? |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
Update a constituent action
Updates a constituent action.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Action ID
|
action_id | True | string |
The system record ID of the action to update. |
Category
|
category | string |
The channel or intent of the constituent interaction. |
|
Completed?
|
completed | boolean |
Is the action completed? If the system is configured to use custom action statuses, this value is based on the action status value. |
|
Completed on
|
completed_date | date-time |
The date when the action was completed (ex: '2020-09-18T04:13:56Z'). |
|
Date
|
date | date-time |
The action date (ex: '2020-09-18T04:13:56Z'). |
|
Note
|
description | string |
The detailed explanation that elaborates on the action summary. |
|
Direction
|
direction | string |
The direction of the action. |
|
Fundraiser(s)
|
fundraisers | array of string |
The set of system record IDs for the fundraisers associated with the action. |
|
Location
|
location | string |
The location of the action. |
|
Opportunity ID
|
opportunity_id | string |
The system record ID of the opportunity associated with the action. |
|
Outcome
|
outcome | string |
The outcome of the action. |
|
Priority
|
priority | string |
The priority of the action. |
|
Start time
|
start_time | string |
The start time of the action. Uses 24-hour time in the HH:mm format. |
|
End time
|
end_time | string |
The end time of the action. Uses 24-hour time in the HH:mm format. |
|
Status
|
status | string |
The action status. |
|
Summary
|
summary | string |
The short description of the action that appears at the top of the record. Character limit: 255. |
|
Type
|
type | string |
Additional description of the action to complement the category. |
Update a constituent address
Updates a constituent address.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Address ID
|
address_id | True | string |
The system record ID of the address to update. |
Address type
|
type | string |
The address type. |
|
Country
|
country | string |
The country of the address (can be the ID, name, or abbreviation). |
|
Address lines
|
address_lines | string |
The address lines. |
|
City
|
city | string |
The city of the address (do not use in combination with the Suburb field). |
|
State
|
state | string |
The state of the address. |
|
Postal code
|
postal_code | string |
The postal code of the address. |
|
Suburb
|
suburb | string |
The suburb of the address (do not use in combination with the City field). |
|
County
|
county | string |
The county of the address. |
|
Information source
|
information_source | string |
The information source for the address. |
|
Region
|
region | string |
The region for the address. |
|
CART
|
cart | string |
The carrier route (CART) for the address. |
|
LOT
|
lot | string |
The line of travel (LOT) for the address. |
|
DPC
|
dpc | string |
The delivery point code (DPC) for the address. |
|
Valid from
|
start | date |
The date when the constituent began residing at this address (ex: '2005-09-18'). |
|
Valid to
|
end | date |
The date when the constituent ceased to reside at this address (ex: '2005-09-18'). |
|
Primary?
|
preferred | boolean |
Is this the constituent's preferred address? |
|
Do not mail?
|
do_not_mail | boolean |
Can the constituent be contacted at this address? |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
Update a constituent alias
Updates an constituent alias.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Alias ID
|
alias_id | True | string |
The system record ID of the alias to update. |
Alias
|
name | string |
The name to use as the constituent's alias. Character limit: 100. |
|
Type
|
type | string |
The alias type. |
Update a constituent attachment
Updates a constituent attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update a constituent code
Updates a constituent code.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent code ID
|
constituent_code_id | True | string |
The system record ID of the constituent code to update. |
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Sequence
|
sequence | integer |
The numeric sequence associated with the constituent code. |
Update a constituent custom field
Updates a constituent custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update a constituent education
Updates a constituent education.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Education ID
|
education_id | True | string |
The system record ID of the education record to update. |
School
|
school | string |
The school/establishment name. |
|
Type
|
type | string |
The type of education. |
|
Class of
|
class_of | string |
The year the constituent graduated. |
|
Status
|
status | string |
The status of the education. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Degree
|
degree | string |
The degree received. |
|
GPA
|
gpa | double |
The grade point average. |
|
Subject of study
|
subject_of_study | string |
The subject of study. |
|
Primary?
|
primary | boolean |
Is this the constituent's primary school association? |
|
Majors
|
majors | array of string |
The major courses of study. |
|
Minors
|
minors | array of string |
The minor courses of study. |
|
Campus
|
campus | string |
The campus. Character limit: 50. |
|
Social organization
|
social_organization | string |
The social organization. Character limit: 50. |
|
Known name
|
known_name | string |
The known name. Character limit: 50. |
|
Class of degree
|
class_of_degree | string |
The class of degree. |
|
Department
|
department | string |
The name of the education department. |
|
Faculty
|
faculty | string |
The name of the faculty. |
|
Registration number
|
registration_number | string |
The registration number. Character limit: 50. |
Update a constituent email address
Updates a constituent email address.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Email address ID
|
email_address_id | True | string |
The system record ID of the email address to update. |
Email type
|
type | string |
The type of email address. |
|
Email address
|
address | string |
The email address. |
|
Primary?
|
primary | boolean |
Is this the constituent's primary email address? |
|
Do not email?
|
do_not_email | boolean |
Can the constituent be contacted at this email address? |
|
Inactive?
|
inactive | boolean |
Is this email address inactive? |
Update a constituent note
Updates a constituent note.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Note ID
|
note_id | True | string |
The system record ID of the note to update. |
Type
|
type | string |
The note type. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Summary
|
summary | string |
The note summary. Character limit: 50. |
|
Note
|
text | string |
The note text. |
Update a constituent online presence
Updates a constituent online presence.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Online presence ID
|
online_presence_id | True | string |
The system record ID of the online presence to update. |
Type
|
type | string |
The online presence type. |
|
Link
|
address | string |
The web address for the online presence. |
|
Primary?
|
primary | boolean |
Is this the constituent's primary online presence? |
|
Inactive?
|
inactive | boolean |
Is this online presence inactive? |
Update a constituent phone
Updates a constituent phone.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Phone ID
|
phone_id | True | string |
The system record ID of the phone to update. |
Type
|
type | string |
The phone type. |
|
Number
|
number | string |
The phone number. |
|
Primary?
|
primary | boolean |
Is this the constituent's primary phone? |
|
Do not call?
|
do_not_call | boolean |
Can the constituent be contacted at this number? |
|
Inactive?
|
inactive | boolean |
Is this phone number inactive? |
Update a constituent profile picture
Updates the current profile picture for a constituent.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Constituent ID
|
constituent_id | True | string |
The system record ID of the constituent whose profile picture is to be updated. |
File name
|
file_name | True | string |
The name of the file. |
Document ID
|
document_id | True | uuid |
The document identifier. |
Thumbnail ID
|
thumbnail_id | True | uuid |
The thumbnail document identifier. |
Update a constituent relationship
Updates a relationship for a constituent. If a reciprocal relationship exists, it is also modified to reflect the changes. This does not include changes to the "comments" property, which is specific to each record and can be modified independently on each record.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Relationship ID
|
relationship_id | True | string |
The system record ID of the relationship to update. |
Type
|
type | string |
The type of relation that the relationship represents. |
|
Reciprocal type
|
reciprocal_type | string |
Describes the constituent's relationship to the related constituent. For example, in a relationship between a male constituent and a female sibling, the reciprocal relationship type would be brother. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Is spouse?
|
is_spouse | boolean |
Is the related individual the constituent's spouse (only applies to relationships between individuals)? |
|
Is constituent head of household?
|
is_constituent_head_of_household | boolean |
Is the constituent the head of the household? |
|
Is spouse head of household?
|
is_spouse_head_of_household | boolean |
Is the spouse the head of the household? |
|
Notes
|
comment | string |
Additional notes about the relationship. |
|
Is contact?
|
is_organization_contact | boolean |
Does the constituent represent this organization as a contact (only applies to relationships between organizations and individuals)? |
|
Is primary business?
|
is_primary_business | boolean |
Is this the constituent's primary business (only applies to relationships between organizations and individuals)? |
|
Contact type
|
organization_contact_type | string |
Provides context for interactions with the related individual who represents the organization as a contact. Only applies to relationships between organizations and individuals. |
|
Position
|
position | string |
The individual's position in the organization. Only applies to relationships between organizations and individuals. Character limit: 50. |
Update a constituent solicit code
Updates a constituent solicit code.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Solicit code ID
|
constituent_solicit_code_id | True | string |
The system record ID of the solicit code to update. |
Solicit code
|
solicit_code | string |
Communication instructions and/or restrictions for a constituent. |
|
Start date
|
start_date | date |
The start date of the solicit code (ex: '2005-09-18'). |
|
End date
|
end_date | date |
The end date of the solicit code (ex: '2005-09-18'). |
Update a fund attachment
Updates a fund attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update a fund custom field
Updates a fund custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update a gift attachment
Updates a gift attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update a gift custom field
Updates a gift custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update a participant
Updates the details about a participant.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant ID
|
participant_id | True | string |
The system record ID of the participant to update. |
Constituent ID
|
constituent_id | string |
The constituent ID of the participant. |
|
Host ID
|
host_id | string |
The ID of the host's participant record. |
|
RSVP status
|
rsvp_status | string |
The status of the participant's engagement with the event. |
|
Attended?
|
attended | boolean |
Did the participant attend the event? |
|
Invitation status
|
invitation_status | string |
The status of the invitation to the participant. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
day
|
d | integer |
The day in the fuzzy date. |
|
month
|
m | integer |
The month in the fuzzy date. |
|
year
|
y | integer |
The year in the fuzzy date. |
|
Participation level
|
name | True | string |
The name of the participation level. |
Update a participant option
Updates the details about a participant option.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Participant option ID
|
option_id | True | string |
The system record ID of the participant option to update. |
Value
|
option_value | True | string |
The participant's response to the option. |
Update an action attachment
Updates an action attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update an action custom field
Updates an action custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update an appeal attachment
Updates an appeal attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update an appeal custom field
Updates an appeal custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update an event
Updates the details about an event.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Event ID
|
event_id | True | string |
The system record ID of the event to update. |
Event name
|
name | string |
The name of the event. |
|
Description
|
description | string |
The description of the event. |
|
Category
|
name | True | string |
The category name. |
Start date
|
start_date | date |
The start date of the event (ex: '2020-09-18'). |
|
Start time
|
start_time | string |
The start time of the event (ex: '07:30'). |
|
End date
|
end_date | date |
The end date of the event (ex: '2020-09-18'). |
|
End time
|
end_time | string |
The end time of the event (ex: '07:30'). |
|
Lookup ID
|
lookup_id | string |
The lookup ID of the event. |
|
Capacity
|
capacity | integer |
The number of people that can attend the event. |
|
Goal
|
goal | double |
The monetary goal of the event. |
|
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the event. |
|
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the event. |
|
Inactive?
|
inactive | boolean |
Is the event active? |
Update an opportunity
Updates an opportunity.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Opportunity ID
|
opportunity_id | True | string |
The system record ID of the opportunity to update. |
Purpose
|
purpose | string |
The intended use for any money raised as a result of the opportunity. |
|
Name
|
name | string |
The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255. |
|
Status
|
status | string |
The status that indicates where the opportunity is in the solicitation process. |
|
Deadline
|
deadline | date-time |
The goal date for the opportunity to result in a gift (ex: '2020-09-18T04:13:56Z'). |
|
Ask date
|
ask_date | date-time |
The date when the solicitation was made (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Expected date
|
expected_date | date-time |
The date when the prospect is expected to give in response to the opportunity (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Funded date
|
funded_date | date-time |
The date when the prospect gave in response to the opportunity (ex: '2020-09-18T04:13:56Z'). |
|
value
|
value | double |
The monetary value. |
|
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money. |
|
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift. |
|
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the fundraiser. |
|
value
|
value | double |
The monetary value. |
|
Inactive?
|
inactive | boolean |
Is the opportunity inactive? |
Update an opportunity attachment
Updates an opportunity attachment.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Attachment ID
|
attachment_id | True | string |
The system record ID of the attachment to update. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
|
Date
|
date | date-time |
The date of the attachment (ex: '2020-09-18T04:13:56Z'). |
|
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
Update an opportunity custom field
Updates an opportunity custom field.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Custom field ID
|
custom_field_id | True | string |
The system record ID of the custom field to update. |
body
|
body | True | dynamic |
An object that represents the properties of the custom field to update. |
Update gift acknowledgement details
Updates the acknowledgement details for a gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Acknowledgement ID
|
acknowledgement_id | True | string |
The system record ID of the gift acknowledgement to update. It uses the parent gift's ID as its value. |
Status
|
status | string |
The status of the acknowledgement. When status is set to DoNotAcknowledge, letter and date should be null. When status is set to NeedsAcknowledgement, date should be null. |
|
Date
|
date | date-time |
The date associated with the acknowledgement (ex: '2020-09-18T04:13:56Z'). |
|
Letter
|
letter | string |
The letter associated with the acknowledgement. |
Update gift receipt details
Updates the receipt details for a gift.
Parameters
Name | Key | Required | Type | Description |
---|---|---|---|---|
Receipt ID
|
receipt_id | True | string |
The system record ID of the gift receipt to update. It uses the parent gift's ID as its value. |
Status
|
status | string |
The receipt status of the gift. When status is set to NeedsReceipt or DoNotReceipt, receipt date should be null. |
|
value
|
value | double |
The monetary value. |
|
Date
|
date | date-time |
The date on the receipt (ex: '2020-09-18T04:13:56Z'). |
|
Number
|
number | integer |
The number of the receipt. |
Definitions
CommPrefApi.ConstituentConsentRead
Represents a consent entity for a constituent.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the consent record. |
Channel
|
channel | string |
The channel that the consent response applies to. |
Category
|
category | string |
The category that the consent response applies to. |
Source
|
source | string |
The source of the consent response from the constituent. |
Response
|
constituent_consent_response | string |
How the constituent responded to consent for the specified channel/category. |
Date
|
consent_date | date-time |
The date the consent response was received. |
Consent statement
|
consent_statement | string |
The statement the constituent responded to when providing consent. |
Privacy notice
|
privacy_notice | string |
The privacy notice provided to the constituent. |
Date added
|
date_added | date-time |
The date the consent response was added. |
Added by
|
user_name | string |
The user that added the consent response. |
CommPrefApi.ConstituentConsentReadCollection
Consent records
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of consent records in the list. |
value
|
value | array of CommPrefApi.ConstituentConsentRead |
The set of consent records included in the response. |
CommPrefApi.ConstituentSolicitCodeRead
Solicit code
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the constituent solicit code. |
Solicit code
|
solicit_code | string |
Communication instructions and/or restrictions for a constituent. |
Start date
|
start_date | date |
The start date of the solicit code (ex: '2005-09-18'). |
End date
|
end_date | date |
The end date of the solicit code (ex: '2005-09-18'). |
CommPrefApi.ConstituentSolicitCodeReadCollection
Solicit codes
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of constituent solicit codes in the list. |
value
|
value | array of CommPrefApi.ConstituentSolicitCodeRead |
The set of constituent solicit codes included in the response. |
CommPrefApi.CreatedConstituentConsent
Created constituent consent
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created consent record. |
CommPrefApi.CreatedConstituentSolicitCode
Created constituent solicit code
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent solicit code. |
ConstituentApi.ActionAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Action ID
|
parent_id | string |
The system record ID of the action associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
ConstituentApi.ActionCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Action ID
|
parent_id | string |
The system record ID of the action associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
ConstituentApi.ActionRead
Action
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the action. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the action. |
Category
|
category | string |
The channel or intent of the constituent interaction. |
Completed?
|
completed | boolean |
Is the action completed? If the system is configured to use custom action statuses, this value is based on the action status value. |
Completed on
|
completed_date | date-time |
The date when the action was completed. |
Date
|
date | date-time |
The action date. |
Note
|
description | string |
The detailed explanation that elaborates on the action summary. |
Direction
|
direction | string |
The direction of the action. |
Fundraiser(s)
|
fundraisers | array of string |
The set of system record IDs for the fundraisers associated with the action. |
Location
|
location | string |
The location of the action. |
Opportunity ID
|
opportunity_id | string |
The system record ID of the opportunity associated with the action. |
Outcome
|
outcome | string |
The outcome of the action. |
Priority
|
priority | string |
The priority of the action. |
Start time
|
start_time | string |
The start time of the action. Uses 24-hour time in the HH:mm format. |
End time
|
end_time | string |
The end time of the action. Uses 24-hour time in the HH:mm format. |
Status
|
status | string |
The action status. |
Status code
|
status_code | string |
The action status code. This property is only returned when the system is configured to use custom action statuses. |
Computed status
|
computed_status | string |
The computed action status. If the system is not configured to use custom action statuses, this field computes the status based on the completed and date properties. If not, the field calculates the status based on the action's date property and whether action's Action Status property is configured as completed. |
Summary
|
summary | string |
The short description of the action that appears at the top of the record. Character limit: 255. |
Type
|
type | string |
Additional description of the action to complement the category. |
Date added
|
date_added | date-time |
The date when the action was created. |
Date modified
|
date_modified | date-time |
The date when the action was last modified. |
ConstituentApi.AddressRead
Address
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the address. |
Type
|
type | string |
The address type. |
Country
|
country | string |
The country of the address (can be the ID, name, or abbreviation). |
Address lines
|
address_lines | string |
The address lines. |
City
|
city | string |
The city of the address (do not use in combination with the Suburb field). |
State
|
state | string |
The state of the address. |
Postal code
|
postal_code | string |
The postal code of the address. |
Suburb
|
suburb | string |
The suburb of the address (do not use in combination with the City field). |
County
|
county | string |
The county of the address. |
Formatted address
|
formatted_address | string |
The formatted address in the configured format of the country. |
Information source
|
information_source | string |
The information source for the address. |
Region
|
region | string |
The region for the address. |
CART
|
cart | string |
The carrier route (CART) for the address. |
LOT
|
lot | string |
The line of travel (LOT) for the address. |
DPC
|
dpc | string |
The delivery point code (DPC) for the address. |
Valid from
|
start | date-time |
The date when the constituent began residing at this address. |
Valid to
|
end | date-time |
The date when the constituent ceased to reside at this address. |
Primary?
|
preferred | boolean |
Is this the constituent's preferred address? |
Inactive?
|
inactive | boolean |
Is the address inactive (meaning, the current date is before any end date)? |
Do not mail?
|
do_not_mail | boolean |
Can the constituent be contacted at this address? |
day
|
seasonal_start.d | integer |
The day in the fuzzy date. |
month
|
seasonal_start.m | integer |
The month in the fuzzy date. |
year
|
seasonal_start.y | integer |
The year in the fuzzy date. |
day
|
seasonal_end.d | integer |
The day in the fuzzy date. |
month
|
seasonal_end.m | integer |
The month in the fuzzy date. |
year
|
seasonal_end.y | integer |
The year in the fuzzy date. |
Date added
|
date_added | date-time |
The date when the address was created. |
Date modified
|
date_modified | date-time |
The date when the address was last modified. |
ConstituentApi.AliasRead
Alias
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the alias. |
Alias
|
name | string |
The name to use as the constituent's alias. |
Type
|
type | string |
The alias type. |
ConstituentApi.ApiCollectionOfAddressRead
Addresses
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.AddressRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfActionAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ActionAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfActionCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ActionCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfActionRead
Actions
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ActionRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfAliasRead
Aliases
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.AliasRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfConstituentAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ConstituentAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfConstituentCodeRead
Constituent codes
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ConstituentCodeRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfConstituentCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ConstituentCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfConstituentRead
Constituents
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.ConstituentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfEducationRead
Educations
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.EducationRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfEmailAddressRead
Email addresses
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.EmailAddressRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfFundraiserAssignmentRead
Fundraiser assignments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.FundraiserAssignmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfNoteRead
Notes
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.NoteRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfOnlinePresenceRead
Online presences
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.OnlinePresenceRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfPhoneRead
Phones
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.PhoneRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfRatingRead
Ratings
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.RatingRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfRelationshipRead
Relationships
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.RelationshipRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.ApiCollectionOfSearchResultRead
Search results
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of ConstituentApi.SearchResultRead |
The set of items included in the response. This may be a subset of the items in the collection. |
ConstituentApi.AppealRead
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the appeal. |
description
|
description | string |
The appeal description. |
ConstituentApi.CampaignRead
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the campaign. |
description
|
description | string |
The campaign description. |
ConstituentApi.ConstituentAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Constituent ID
|
parent_id | string |
The system record ID of the constituent associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
ConstituentApi.ConstituentCodeRead
Constituent code
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the constituent code. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the constituent code. |
Constituent code
|
description | string |
The constituent code. |
day
|
start.d | integer |
The day in the fuzzy date. |
month
|
start.m | integer |
The month in the fuzzy date. |
year
|
start.y | integer |
The year in the fuzzy date. |
day
|
end.d | integer |
The day in the fuzzy date. |
month
|
end.m | integer |
The month in the fuzzy date. |
year
|
end.y | integer |
The year in the fuzzy date. |
Inactive?
|
inactive | boolean |
Is the constituent code inactive? |
Sequence
|
sequence | integer |
The numeric sequence associated with the constituent code. |
Date added
|
date_added | date-time |
The date when the constituent code was created. |
Date modified
|
date_modified | date-time |
The date when the constituent code was last modified. |
ConstituentApi.ConstituentCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Constituent ID
|
parent_id | string |
The system record ID of the constituent associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
ConstituentApi.ConstituentRead
Constituent
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID for the constituent. This is not the same as the user-definable constituent identifier, which is stored in the lookup_id. |
Type
|
type | string |
The type of constituent. |
Title
|
title | string |
The constituent's primary title (for individuals only). |
First name
|
first | string |
The constituent's first name (for individuals only). |
Last name
|
last | string |
The constituent's last name (for individuals only). |
Name
|
name | string |
For individuals, this field is the full name of the constituent based on the target organization's display name settings. For organizations, this is the organization's name. |
Preferred name
|
preferred_name | string |
The constituent's preferred name (for individuals only). |
Suffix
|
suffix | string |
The constituent's primary suffix (for individuals only). |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the constituent. |
ID
|
email.id | string |
The system record ID of the email address. |
type
|
email.type | string |
The type of email address. |
address
|
email.address | string |
The email address. |
do not email?
|
email.do_not_email | boolean |
Can the constituent be contacted at this email address? |
inactive?
|
email.inactive | boolean |
Is this email address inactive? |
date added
|
email.date_added | date-time |
The date when the email address was created. |
date modified
|
email.date_modified | date-time |
The date when the email address was last modified. |
ID
|
phone.id | string |
The system record ID of the phone. |
type
|
phone.type | string |
The phone type. |
number
|
phone.number | string |
The phone number. |
do not call?
|
phone.do_not_call | boolean |
Can the constituent be contacted at this number? |
inactive?
|
phone.inactive | boolean |
Is this phone number inactive? |
date added
|
phone.date_added | date-time |
The date when the phone was created. |
date modified
|
phone.date_modified | date-time |
The date when the phone was last modified. |
ID
|
online_presence.id | string |
The system record ID of the online presence. |
type
|
online_presence.type | string |
The online presence type. |
link
|
online_presence.address | string |
The web address for the online presence. |
inactive?
|
online_presence.inactive | boolean |
Is this online presence inactive? |
date added
|
online_presence.date_added | date-time |
The date when the online presence was created. |
date modified
|
online_presence.date_modified | date-time |
The date when the online presence was last modified. |
ID
|
address.id | string |
The system record ID of the address. |
type
|
address.type | string |
The address type. |
country
|
address.country | string |
The country of the address (can be the ID, name, or abbreviation). |
lines
|
address.address_lines | string |
The address lines. |
city
|
address.city | string |
The city of the address (do not use in combination with the Suburb field). |
state
|
address.state | string |
The state of the address. |
postal code
|
address.postal_code | string |
The postal code of the address. |
suburb
|
address.suburb | string |
The suburb of the address (do not use in combination with the City field). |
county
|
address.county | string |
The county of the address. |
formatted
|
address.formatted_address | string |
The formatted address in the configured format of the country. |
valid from
|
address.start | date-time |
The date when the constituent began residing at this address. |
valid to
|
address.end | date-time |
The date when the constituent ceased to reside at this address. |
inactive?
|
address.inactive | boolean |
Is the address inactive (meaning, the current date is before any end date)? |
do not mail?
|
address.do_not_mail | boolean |
Can the constituent be contacted at this address? |
day
|
address.seasonal_start.d | integer |
The day in the fuzzy date. |
month
|
address.seasonal_start.m | integer |
The month in the fuzzy date. |
year
|
address.seasonal_start.y | integer |
The year in the fuzzy date. |
day
|
address.seasonal_end.d | integer |
The day in the fuzzy date. |
month
|
address.seasonal_end.m | integer |
The month in the fuzzy date. |
year
|
address.seasonal_end.y | integer |
The year in the fuzzy date. |
date added
|
address.date_added | date-time |
The date when the address was created. |
date modified
|
address.date_modified | date-time |
The date when the address was last modified. |
Gender
|
gender | string |
The constituent's gender (for individuals only). |
Middle name
|
middle | string |
The constituent's middle name (for individuals only). |
Former name
|
former_name | string |
The constituent's former name (for individuals only). |
Title 2
|
title_2 | string |
The constituent's secondary title (for individuals only). |
Suffix 2
|
suffix_2 | string |
The constituent's secondary suffix (for individuals only). |
Marital staus
|
marital_status | string |
The constituent's marital status (for individuals only). |
Gives anonymously?
|
gives_anonymously | boolean |
Does the constituent give anonymously? |
Inactive?
|
inactive | boolean |
Is the constituent inactive? |
day
|
birthdate.d | integer |
The day in the fuzzy date. |
month
|
birthdate.m | integer |
The month in the fuzzy date. |
year
|
birthdate.y | integer |
The year in the fuzzy date. |
Birthplace
|
birthplace | string |
The birthplace of the constituent (for individuals only). |
Ethnicity
|
ethnicity | string |
The ethnicity of the constituent (for individuals only). |
Income
|
income | string |
The income for the constituent (for individuals only). |
Religion
|
religion | string |
The religion of the constituent (for individuals only). |
Industry
|
industry | string |
The industry of the constituent (for organizations only). |
Number of employees
|
num_employees | integer |
The number of employees at the organization. |
Matches gifts?
|
matches_gifts | boolean |
Does the organization match gifts? |
Matching gift factor
|
matching_gift_factor | double |
The matching gift factor (for organizations only). |
Min match per gift
|
matching_gift_per_gift_min.value | double |
The minimum match amount per gift for the constituent (for organizations only). |
Max match per gift
|
matching_gift_per_gift_max.value | double |
The maximum match amount per gift for the constituent (for organizations only). |
Min match per constit
|
matching_gift_total_min.value | double |
The minimum match total for the constituent (for organizations only). |
Max match per constit
|
matching_gift_total_max.value | double |
The maximum match total for the constituent (for organizations only). |
Matching gift notes
|
matching_gift_notes | string |
The matching gift notes for the constituent (for organizations only). |
Age
|
age | integer |
The constituent's age, as calculated based on the birthdate property (for individuals only). |
Deceased?
|
deceased | boolean |
Is the constituent deceased (for individuals only)? |
day
|
deceased_date.d | integer |
The day in the fuzzy date. |
month
|
deceased_date.m | integer |
The month in the fuzzy date. |
year
|
deceased_date.y | integer |
The year in the fuzzy date. |
Fundraiser status
|
fundraiser_status | string |
Indicates whether the constituent is a fundraiser (for individuals only). |
ID
|
spouse.id | string |
The system record ID of the spouse. |
first name
|
spouse.first | string |
The spouse's first name. |
last name
|
spouse.last | string |
The spouse's last name. |
is head of household?
|
spouse.is_head_of_household | boolean |
Is the spouse the head of the household? |
Date added
|
date_added | date-time |
The date when the constituent was created. |
Date modified
|
date_modified | date-time |
The date when the constituent was last modified. |
ConstituentApi.CreatedAction
Created action
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created action. |
ConstituentApi.CreatedActionAttachment
Created action attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created action attachment. |
ConstituentApi.CreatedActionCustomField
Created action custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created action custom field. |
ConstituentApi.CreatedConstituentAddress
Created constituent address
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent address. |
ConstituentApi.CreatedConstituentAlias
Created constituent alias
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent alias. |
ConstituentApi.CreatedConstituentAttachment
Created constituent attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent attachment. |
ConstituentApi.CreatedConstituentCode
Created constituent code
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent code. |
ConstituentApi.CreatedConstituentCustomField
Created constituent custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent custom field. |
ConstituentApi.CreatedConstituentEducation
Created constituent education
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent education. |
ConstituentApi.CreatedConstituentEmailAddress
Created constituent email address
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent email address. |
ConstituentApi.CreatedConstituentNote
Created constituent note
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent note. |
ConstituentApi.CreatedConstituentOnlinePresence
Created constituent online presence
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent online presence. |
ConstituentApi.CreatedConstituentPhone
Created constituent phone
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent phone. |
ConstituentApi.CreatedConstituentRating
Created constituent rating
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created constituent rating. |
ConstituentApi.CreatedIndividualConstituent
Created individual constituent
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created individual constituent. |
ConstituentApi.CreatedIndividualRelationship
Created individual relationship
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created individual relationship. |
ConstituentApi.CreatedOrganizationConstituent
Created organization constituent
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created organization constituent. |
ConstituentApi.CreatedOrganizationRelationship
Created organization relationship
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created organization relationship. |
ConstituentApi.EducationRead
Education
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the education. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the education. |
School
|
school | string |
The school/establishment name. |
Type
|
type | string |
The type of education. |
Class of
|
class_of | string |
The year the constituent graduated. |
Status
|
status | string |
The status of the education. |
day
|
date_entered.d | integer |
The day in the fuzzy date. |
month
|
date_entered.m | integer |
The month in the fuzzy date. |
year
|
date_entered.y | integer |
The year in the fuzzy date. |
day
|
date_left.d | integer |
The day in the fuzzy date. |
month
|
date_left.m | integer |
The month in the fuzzy date. |
year
|
date_left.y | integer |
The year in the fuzzy date. |
day
|
date_graduated.d | integer |
The day in the fuzzy date. |
month
|
date_graduated.m | integer |
The month in the fuzzy date. |
year
|
date_graduated.y | integer |
The year in the fuzzy date. |
Degree
|
degree | string |
The degree received. |
GPA
|
gpa | double |
The grade point average. |
Majors
|
majors | array of string |
The major courses of study. |
Minors
|
minors | array of string |
The minor courses of study. |
Is primary education?
|
primary | boolean |
Is this the constituent's primary school association? |
Campus
|
campus | string |
The campus. |
Social organization
|
social_organization | string |
The social organization. |
Known name
|
known_name | string |
The known name. |
Class of degree
|
class_of_degree | string |
The class of degree. |
Department
|
department | string |
The name of the education department. |
Faculty
|
faculty | string |
The name of the faculty. |
Registration number
|
registration_number | string |
The registration number. |
Subject of study
|
subject_of_study | string |
The subject of study. |
Date added
|
date_added | date-time |
The date when the education was created. |
Date modified
|
date_modified | date-time |
The date when the education was last modified. |
ConstituentApi.EmailAddressRead
Email address
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the email address. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the email address. |
Email type
|
type | string |
The type of email address. |
Email address
|
address | string |
The email address. |
Primary?
|
primary | boolean |
Is this the constituent's primary email address? |
Do not email?
|
do_not_email | boolean |
Can the constituent be contacted at this email address? |
Inactive?
|
inactive | boolean |
Is this email address inactive? |
Date added
|
date_added | date-time |
The date when the email address was created. |
Date modified
|
date_modified | date-time |
The date when the email address was last modified. |
ConstituentApi.FileDefinition
File definition
Name | Path | Type | Description |
---|---|---|---|
File ID
|
file_id | string |
The identifier of the file. |
URL
|
file_upload_request.url | string |
The URL to use for the upload request. |
method
|
file_upload_request.method | string |
The HTTP method to use with the upload request. |
headers
|
file_upload_request.headers | array of ConstituentApi.Header |
The headers to supply when making the request. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. |
URL
|
thumbnail_upload_request.url | string |
The URL to use for the upload request. |
method
|
thumbnail_upload_request.method | string |
The HTTP method to use with the upload request. |
headers
|
thumbnail_upload_request.headers | array of ConstituentApi.Header |
The headers to supply when making the request. |
ConstituentApi.FundraiserAssignmentRead
Fundraiser assignment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the fundraiser assignment. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent assigned to the fundraiser. |
Fundraiser ID
|
fundraiser_id | string |
The system record ID of the fundraiser. |
Type
|
type | string |
The type of fundraiser. |
value
|
amount.value | double |
The monetary value. |
Campaign ID
|
campaign_id | string |
The system record ID of the campaign to apply resulting gifts to. |
Fund ID
|
fund_id | string |
The system record ID of the fund any resulting gifts should be applied to. If a restricted fund is selected, only campaigns and appeals associated with that fund may be selected. |
Appeal ID
|
appeal_id | string |
The system record ID of the appeal the fundraiser should use to request gifts. |
Start date
|
start | date-time |
The fundraiser assignment start date. |
End date
|
end | date-time |
The fundraiser assignment end date. |
ConstituentApi.FundRead
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the fund. |
description
|
description | string |
The fund description. |
ConstituentApi.GivingSummaryRead
Giving summary
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the gift. |
Type
|
type | string |
The gift type. |
Date
|
date | date-time |
The gift date. |
value
|
amount.value | double |
The monetary value. |
Appeal
|
appeals | array of ConstituentApi.AppealRead |
The set of appeals associated with the gift. |
Campaign
|
campaigns | array of ConstituentApi.CampaignRead |
The set of campaigns associated with the gift. |
Fund
|
funds | array of ConstituentApi.FundRead |
The set of funds associated with the gift. |
ConstituentApi.Header
Request header used for uploading the physical attachment.
Name | Path | Type | Description |
---|---|---|---|
name
|
name | string |
The name for the header. |
value
|
value | string |
The value for the header. |
ConstituentApi.LifetimeGivingRead
Lifetime giving
Name | Path | Type | Description |
---|---|---|---|
Consecutive years given
|
consecutive_years_given | integer |
The number of consecutive years the constituent has given. |
Total years given
|
total_years_given | integer |
The total number of years the constituent has given. |
value
|
total_giving.value | double |
The monetary value. |
value
|
total_pledge_balance.value | double |
The monetary value. |
value
|
total_received_giving.value | double |
The monetary value. |
value
|
total_committed_matching_gifts.value | double |
The monetary value. |
value
|
total_received_matching_gifts.value | double |
The monetary value. |
value
|
total_soft_credits.value | double |
The monetary value. |
ConstituentApi.NoteRead
Note
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the note. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the note. |
Type
|
type | string |
The note type. |
day
|
date.d | integer |
The day in the fuzzy date. |
month
|
date.m | integer |
The month in the fuzzy date. |
year
|
date.y | integer |
The year in the fuzzy date. |
Summary
|
summary | string |
The note summary. |
Note
|
text | string |
The note text. |
Date added
|
date_added | date-time |
The date when the note was created. |
Date modified
|
date_modified | date-time |
The date when the note was last modified. |
ConstituentApi.OnlinePresenceRead
Online presence
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the online presence. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the online presence. |
Type
|
type | string |
The online presence type. |
Link
|
address | string |
The web address for the online presence. |
Primary?
|
primary | boolean |
Is this the constituent's primary online presence? |
Inactive?
|
inactive | boolean |
Is this online presence inactive? |
Date added
|
date_added | date-time |
The date when the online presence was created. |
Date modified
|
date_modified | date-time |
The date when the online presence was last modified. |
ConstituentApi.PhoneRead
Phone
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the phone. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the phone. |
Type
|
type | string |
The phone type. |
Number
|
number | string |
The phone number. |
Primary?
|
primary | boolean |
Is this the constituent's primary phone? |
Do not call?
|
do_not_call | boolean |
Can the constituent be contacted at this number? |
Inactive?
|
inactive | boolean |
Is this phone number inactive? |
Date added
|
date_added | date-time |
The date when the phone was created. |
Date modified
|
date_modified | date-time |
The date when the phone was last modified. |
ConstituentApi.ProfilePictureRead
Profile picture
Name | Path | Type | Description |
---|---|---|---|
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the profile picture. |
URL
|
url | string |
The URL for the profile picture. The URL contains a time-bound signature that limits access to 60 minutes. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail of the profile picture. Contains a time-bound signature that limits access to 60 minutes. |
ConstituentApi.ProspectStatusRead
Prospect status
Name | Path | Type | Description |
---|---|---|---|
Status
|
status | string |
The constituent's current prospect status. |
Days elapsed
|
days_elapsed | integer |
Total number of days in the current prospect status based on the start date. |
Start date
|
start | date-time |
The start date of the prospect status. |
Comments
|
comments | string |
The comments on the prospect status. |
ConstituentApi.RatingRead
Rating
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the rating. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the rating. |
Source
|
source | string |
The source of the new rating. |
Category
|
category | string |
The category of the rating. |
Date
|
date | date-time |
The date of the rating. |
Description
|
value |
The value of the rating. |
|
Comments
|
comment | string |
A comment about the rating. |
Inactive?
|
inactive | boolean |
Is the rating inactive? |
Type
|
type | string |
This computed field indicates the type of data that the rating represents based on the category property. |
ConstituentApi.RelationshipRead
Relationship
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the relationship. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the relationship. |
Relation ID
|
relation_id | string |
The system record ID of the related individual or organization. |
Reciprocal relationship ID
|
reciprocal_relationship_id | string |
The identifier for the reciprocal relationship record. This value is read-only and is automatically generated when the relationship is created. Changes made to this record will also be reflected on the reciprocal, with the exception of the comments property. |
Name
|
name | string |
The name of the related constituent. If the related constituent is an individual, this will be the full name of the constituent based on the target organization's display name settings. |
Type
|
type | string |
The type of relation that the relationship represents. |
Reciprocal type
|
reciprocal_type | string |
Describes the constituent's relationship to the related constituent. For example, in a relationship between a male constituent and a female sibling, the reciprocal relationship type would be brother. |
day
|
start.d | integer |
The day in the fuzzy date. |
month
|
start.m | integer |
The month in the fuzzy date. |
year
|
start.y | integer |
The year in the fuzzy date. |
day
|
end.d | integer |
The day in the fuzzy date. |
month
|
end.m | integer |
The month in the fuzzy date. |
year
|
end.y | integer |
The year in the fuzzy date. |
Is spouse?
|
is_spouse | boolean |
Is the related individual the constituent's spouse (only applies to relationships between individuals)? |
Is constituent head of household?
|
is_constituent_head_of_household | boolean |
Is the constituent the head of the household? |
Is spouse head of household?
|
is_spouse_head_of_household | boolean |
Is the spouse the head of the household? |
Notes
|
comment | string |
The comment on the relationship. |
Is contact?
|
is_organization_contact | boolean |
Does the constituent represent this organization as a contact (only applies to relationships between organizations and individuals)? |
Is primary business?
|
is_primary_business | boolean |
Is this the constituent's primary business (only applies to relationships between organizations and individuals)? |
Contact type
|
organization_contact_type | string |
Provides context for interactions with the related individual who represents the organization as a contact. Only applies to relationships between organizations and individuals. |
Position
|
position | string |
The individual's position in the organization. Only applies to relationships between organizations and individuals. |
Date added
|
date_added | date-time |
The date when the relationship was created. |
Date modified
|
date_modified | date-time |
The date when the relationship was last modified. |
ConstituentApi.SearchResultRead
Search result
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the constituent. |
Name
|
name | string |
The constituent name. For individuals, this computed field indicates the full name of the constituent based on the target organization's display name settings. |
Address
|
address | string |
The constituent's preferred address. |
Deceased?
|
deceased | boolean |
Is the constituent is deceased? |
Email
|
string |
The constituent's email address. |
|
Fundraiser status
|
fundraiser_status | string |
The constituent's fundraiser status. For individuals, this computed field indicates the whether the constituent is Active, Inactive, or None. For organizations, this value will always be None. |
Inactive?
|
inactive | boolean |
Is the constituent inactive? |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the constituent. |
EventApi.AdministrativeArea
Defines the data model used for an address' administrative area (ex: state in the US).
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The record ID of the administrative area. |
name
|
name | string |
The name of the administrative area. |
short description
|
short_description | string |
The short description of the administrative area. |
EventApi.ApiCollectionOfEventFee
Fees
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.EventFee |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfEventListEntry
Events
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.EventListEntry |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfEventParticipantOption
Event participant options
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.EventParticipantOption |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfParticipantDonation
Donations
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.ParticipantDonation |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfParticipantFee
Fees
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.ParticipantFee |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfParticipantFeePayment
Fee payments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.ParticipantFeePayment |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfParticipantListEntry
Participants
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.ParticipantListEntry |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.ApiCollectionOfParticipantOption
Participant options
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of EventApi.ParticipantOption |
The set of items included in the response. This may be a subset of the items in the collection. |
EventApi.Country
Defines the data model used for an address' country.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the country record. |
display name
|
display_name | string |
The display name of the country. |
ISO code
|
iso_alpha2_code | string |
The ISO 3166-1 alpha-2 code for the country. |
EventApi.CreatedEvent
Created event
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created event. |
EventApi.CreatedEventFee
Created event fee
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created event fee. |
EventApi.CreatedEventParticipantOption
Created event participant option
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created event participant option. |
EventApi.CreatedParticipant
Created participant
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created participant. |
EventApi.CreatedParticipantDonation
Created participant donation
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created participant donation. |
EventApi.CreatedParticipantFee
Created participant fee
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created participant fee. |
EventApi.CreatedParticipantFeePayment
Created participant fee payment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created participant fee payment. |
EventApi.CreatedParticipantOption
Created participant option
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created participant option. |
EventApi.Event
Event
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the event. This is not the same as the user-definable event identifier, which is stored in the lookup_id. |
Name
|
name | string |
The name of the event. |
Description
|
description | string |
The description of the event. |
Start date
|
start_date | date |
The start date of the event. |
Start time
|
start_time | string |
The start time of the event. |
End date
|
end_date | date |
The end date of the event. |
End time
|
end_time | string |
The end time of the event. |
Category
|
category | EventApi.EventCategory |
Event category is the custom categorization for the event. |
Lookup ID
|
lookup_id | string |
The lookup ID of the event. |
Location
|
location | EventApi.Location |
Defines the data model used for a location. |
Capacity
|
capacity | integer |
The number of people that can attend the event. |
Goal
|
goal | double |
The monetary goal of the event. |
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the event. |
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the event. |
Inactive?
|
inactive | boolean |
Is the event inactive? |
Date added
|
date_added | date-time |
The date when the event was created. |
Date modified
|
date_modified | date-time |
The date when the event was last modified. |
EventApi.EventCategory
Event category is the custom categorization for the event.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the event category. |
name
|
name | string |
The name of the event category. |
inactive?
|
inactive | boolean |
Is this category inactive? |
EventApi.EventFee
Event fees are how much an organization charges for individuals or organizations to participate in or attend the event.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the event fee. |
name
|
name | string |
The name of the event fee. |
amount
|
cost | double |
The fee's cost. |
contribution amount
|
contribution_amount | double |
The tax deductible amount for this fee. |
number sold
|
number_sold | integer |
The number of fees sold. |
EventApi.EventListEntry
Event
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the event. |
Name
|
name | string |
The name of the event. |
Start date
|
start_date | date |
The start date of the event. |
Start time
|
start_time | string |
The start time of the event. |
End date
|
end_date | date |
The end date of the event. |
End time
|
end_time | string |
The end time of the event. |
Category
|
category | EventApi.EventCategory |
Event category is the custom categorization for the event. |
Lookup ID
|
lookup_id | string |
The lookup ID of the event. |
Capacity
|
capacity | integer |
The number of people that can attend the event. |
Attending
|
attending_count | integer |
The number of event participants who plan to attend. |
Attended
|
attended_count | integer |
The number of event attendees. |
Invited
|
invited_count | integer |
The number of event invitees. |
Revenue
|
revenue | double |
The realized revenue of the event. |
Goal
|
goal | double |
The monetary goal of the event. |
Percent of goal
|
percent_of_goal | integer |
The realized revenue as a percentage of the goal revenue. |
Inactive?
|
inactive | boolean |
Is the event inactive? |
Date added
|
date_added | date-time |
The date when the event was created. |
Date modified
|
date_modified | date-time |
The date when the event was last modified. |
EventApi.EventParticipantOption
Event participant options are fields that collects details about participants, such as t-shirt sizes, meal preferences, or seating requests. Set options and their values for an event and then add responses for each participant.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the event participant option. |
name
|
name | string |
The name of the event participant option. |
input type
|
input_type | string |
The type of the event participant option. |
allow multi-select?
|
multi_select | boolean |
Allow more than one value for lists? |
list_options
|
list_options | array of EventApi.EventParticipantOptionListOption |
The available list options. |
added by user
|
added_by_user | string |
The ID of the user that added the option. |
modified by user
|
updated_by_user | string |
The ID of the user who modified the option. |
added by service
|
added_by_service | string |
The name of the service that added this option. |
modified by service
|
updated_by_service | string |
The name of the service that modified this option. |
date added
|
date_added | date-time |
The date when the option was created. |
date modified
|
date_updated | date-time |
The date when the option was last modified. |
version
|
version | integer |
The version number of the option. |
EventApi.EventParticipantOptionListOption
A event participant option list option
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the list option |
name
|
name | string |
The name of the list option |
sequence
|
sequence | integer |
The sequence used to order the list options |
EventApi.Locality
Defines the data model used for an address' locality.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The record ID of the locality record. |
name
|
name | string |
The name of the locality. |
EventApi.Location
Defines the data model used for a location.
Name | Path | Type | Description |
---|---|---|---|
name
|
name | string |
The name of the location. |
address lines
|
address_lines | string |
The location's address lines. |
postal code
|
postal_code | string |
The location's postal code. |
locality
|
locality | EventApi.Locality |
Defines the data model used for an address' locality. |
administrative area
|
administrative_area | EventApi.AdministrativeArea |
Defines the data model used for an address' administrative area (ex: state in the US). |
sub-administrative area
|
sub_administrative_area | EventApi.SubAdministrativeArea |
Defines the data model used for an address' sub-administrative area (ex: city in the US). |
country
|
country | EventApi.Country |
Defines the data model used for an address' country. |
formatted address
|
formatted_address | string |
The location's formatted address |
EventApi.Membership
Membership information for the participant.
Name | Path | Type | Description |
---|---|---|---|
Membership category
|
category | EventApi.MembershipCategory |
The individual's membership category. |
EventApi.MembershipCategory
The individual's membership category.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the membership category. |
name
|
name | string |
The name of the membership category. |
EventApi.Participant
Participant
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participant. |
Constituent ID
|
constituent_id | string |
The constituent ID of the participant. |
Event ID
|
event_id | string |
The system record ID of the event being attended. |
Host ID
|
host_id | string |
The ID of the host's participant record. |
RSVP status
|
rsvp_status | string |
The status of the participant's engagement with the event. |
Attended?
|
attended | boolean |
Did the participant attend the event? |
Invitation status
|
invitation_status | string |
The status of the invitation to the participant. |
day
|
rsvp_date.d | integer |
The day in the fuzzy date. |
month
|
rsvp_date.m | integer |
The month in the fuzzy date. |
year
|
rsvp_date.y | integer |
The year in the fuzzy date. |
day
|
invitation_date.d | integer |
The day in the fuzzy date. |
month
|
invitation_date.m | integer |
The month in the fuzzy date. |
year
|
invitation_date.y | integer |
The year in the fuzzy date. |
Participation level
|
participation_level | EventApi.ParticipationLevel |
Participation levels are the level of involvement participants have in an event. |
Date added
|
date_added | date-time |
The date when the participant was created. |
Date modified
|
date_modified | date-time |
The date when the participant was last modified. |
EventApi.ParticipantDonation
Defines a data model for a participant donation
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participant donation. |
gift ID
|
gift_id | string |
The system record ID of the gift to which the participant donation is linked. |
EventApi.ParticipantFee
Defines a data model for a participant fee
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the participant fee. |
participant ID
|
participant_id | string |
The ID of the record that the participant fee is linked to. |
quantity
|
quantity | integer |
The quantity purchased. |
fee amount
|
fee_amount | double |
The amount of the participant fee. |
contribution amount
|
tax_receiptable_amount | double |
The tax deductible amount for this fee. |
day
|
date.d | integer |
The day in the fuzzy date. |
month
|
date.m | integer |
The month in the fuzzy date. |
year
|
date.y | integer |
The year in the fuzzy date. |
Event fee
|
event_fee | EventApi.EventFee |
Event fees are how much an organization charges for individuals or organizations to participate in or attend the event. |
EventApi.ParticipantFeePayment
Defines a data model for a participant fee payment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participant fee payment. |
participant ID
|
participant_id | string |
The system record ID of the participant to which the participant fee payment is linked. |
gift ID
|
gift_id | string |
The system record ID of the gift to which the participant fee payment is linked. |
applied amount
|
applied_amount | double |
The applied amount of the participant fee payment. |
EventApi.ParticipantListEntry
Participant
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participant. |
Contact ID
|
contact_id | string |
The ID of the contact attending the event. |
RSVP status
|
rsvp_status | string |
The status of the participant's engagement with the event. |
Attended?
|
attended | boolean |
Did the participant attend the event? |
Invitation status
|
invitation_status | string |
The status of the invitation to the participant. |
day
|
rsvp_date.d | integer |
The day in the fuzzy date. |
month
|
rsvp_date.m | integer |
The month in the fuzzy date. |
year
|
rsvp_date.y | integer |
The year in the fuzzy date. |
Participation level
|
participation_level | EventApi.ParticipationLevel |
Participation levels are the level of involvement participants have in an event. |
Title
|
title | string |
The participant's title. |
First name
|
first_name | string |
The participant's first name. |
Last name
|
last_name | string |
The participant's last name. |
Name
|
name | string |
The participant's full name. |
Preferred name
|
preferred_name | string |
The participant's preferred name. |
Suffix
|
suffix | string |
The participant's suffix. |
Lookup ID
|
lookup_id | string |
The LookupId of the participant. |
Email
|
string |
The participant's email address. |
|
Do not email?
|
do_not_email | boolean |
Can the participant be contacted at this email address? |
Phone
|
phone | string |
The participant's phone number. |
Do not call?
|
do_not_call | boolean |
Can the participant be contacted at this number? |
Middle name
|
middle_name | string |
The participant's middle name. |
Former name
|
former_name | string |
The participant's former name. |
Is a constituent?
|
is_constituent | boolean |
Is the participant a constituent? |
Class of
|
class_of | string |
The participant's graduating class. |
Total registration fees
|
total_registration_fees | double |
The sum of the participant's fee amounts. |
Total paid
|
total_paid | double |
The sum of the participant's paid gifts with a type of Registration Fees. |
Seat
|
seat | string |
The seat assignment for the participant. |
Name tag
|
name_tag | string |
The name tag for the participant |
Date added
|
date_added | date-time |
The date when the participant was created. |
Date modified
|
date_modified | date-time |
The date when the participant was last modified. |
contact ID
|
host.contact_id | string |
The ID of the contact attending the event. |
participant ID
|
host.participant_id | string |
The ID of the participant. |
name
|
host.name | string |
The participant's full name. |
guests
|
guests | array of EventApi.ParticipantListParticipantSummary |
The guests of the participant. |
memberships
|
memberships | array of EventApi.Membership |
The membership information for the participant. |
EventApi.ParticipantListParticipantSummary
The participant's basic summary information.
Name | Path | Type | Description |
---|---|---|---|
contact ID
|
contact_id | string |
The ID of the contact attending the event. |
participant ID
|
participant_id | string |
The ID of the participant. |
name
|
name | string |
The participant's full name. |
EventApi.ParticipantOption
The participant option associated with a given participant
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participant option. |
participant ID
|
participant_id | string |
The system record ID of the participant. |
event ID
|
event_id | string |
The system record ID of the event. |
event participant option ID
|
event_participant_option_id | string |
The system record ID of the event participant option. |
value
|
option_value | string |
The participant's response to the option. |
added by user
|
added_by_user | string |
The ID of the user that added the participant option. |
modified by user
|
updated_by_user | string |
The ID of the user who modified the participant option. |
added by service
|
added_by_service | string |
The name of the service that added this participant option. |
modified by service
|
updated_by_service | string |
The name of the service that modified this participant option. |
date added
|
date_added | date-time |
The date when the participant option was created. |
date modified
|
date_updated | date-time |
The date when the participant option was last modified. |
EventApi.ParticipationLevel
Participation levels are the level of involvement participants have in an event.
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the participation level. |
name
|
name | string |
The name of the participation level. |
inactive?
|
is_inactive | boolean |
Is the participation level inactive? |
EventApi.SubAdministrativeArea
Defines the data model used for an address' sub-administrative area (ex: city in the US).
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the sub-administrative area. |
name
|
name | string |
The name of the sub-administrative area. |
FundraisingApi.ApiCollectionOfAppealAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.AppealAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfAppealCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.AppealCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfAppealRead
Appeals
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.AppealRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfCampaignAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.CampaignAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfCampaignCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.CampaignCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfCampaignRead
Campaigns
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.CampaignRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfFundAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.FundAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfFundCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.FundCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfFundRead
Funds
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.FundRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfFundraiserAssignmentRead
Assignments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.FundraiserAssignmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.ApiCollectionOfPackageRead
Packages
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of FundraisingApi.PackageRead |
The set of items included in the response. This may be a subset of the items in the collection. |
FundraisingApi.AppealAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Appeal ID
|
parent_id | string |
The system record ID of the appeal associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
FundraisingApi.AppealCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Appeal ID
|
parent_id | string |
The system record ID of the appeal associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
FundraisingApi.AppealRead
Appeal
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the appeal. |
Category
|
category | string |
The category of the appeal. |
Date added
|
date_added | date-time |
The date when the appeal was created. |
Date modified
|
date_modified | date-time |
The date when the appeal was last modified. |
Description
|
description | string |
The display name of the appeal. |
End date
|
end_date | date-time |
The end date of the appeal. |
value
|
goal.value | double |
The monetary value. |
Inactive?
|
inactive | boolean |
Is the appeal active (meaning, the current date is after any start date and before any end date)? |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the appeal. |
Start date
|
start_date | date-time |
The start date of the appeal. |
FundraisingApi.CampaignAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Campaign ID
|
parent_id | string |
The system record ID of the campaign associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
FundraisingApi.CampaignCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Campaign ID
|
parent_id | string |
The system record ID of the campaign associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
FundraisingApi.CampaignRead
Campaign
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the campaign. |
Category
|
category | string |
The category of the campaign. |
Date added
|
date_added | date-time |
The date when the campaign was created. |
Date modified
|
date_modified | date-time |
The date when the campaign was last modified. |
Description
|
description | string |
The display name of the campaign. |
End date
|
end_date | date-time |
The end date of the campaign. |
value
|
goal.value | double |
The monetary value. |
Inactive?
|
inactive | boolean |
Is the campaign inactive (meaning, the current date is after any start date and before any end date)? |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the campaign. |
Start date
|
start_date | date-time |
The start date of the campaign. |
FundraisingApi.CreatedAppealAttachment
Created appeal attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created appeal attachment. |
FundraisingApi.CreatedAppealCustomField
Created appeal custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created appeal custom field. |
FundraisingApi.CreatedCampaignAttachment
Created campaign attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created campaign attachment. |
FundraisingApi.CreatedCampaignCustomField
Created campaign custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created campaign custom field. |
FundraisingApi.CreatedFundraiserAssignment
Created fundraiser assignment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created fundraiser assignment. |
FundraisingApi.CreatedFundAttachment
Created fund attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created fund attachment. |
FundraisingApi.CreatedFundCustomField
Created fund custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created fund custom field. |
FundraisingApi.FundraiserAssignmentRead
Assignment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the fundraiser assignment. |
Constituent ID
|
constituent_id | string |
The system record ID of the assigned constituent. |
Type
|
type | string |
The fundraiser type. |
Assignment starts
|
start | date-time |
The start date of the assignment. |
Assignment ends
|
end | date-time |
The end date of the assignment. |
value
|
amount.value | double |
The monetary value. |
Campaign ID
|
campaign_id | string |
The system record ID of the campaign to which which resulting gifts will be applied. |
Fund ID
|
fund_id | string |
The system record ID of the fund to which which resulting gifts will be applied. |
Appeal ID
|
appeal_id | string |
The system record ID of the appeal to which which resulting gifts will be applied. |
FundraisingApi.FundAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Fund ID
|
parent_id | string |
The system record ID of the fund associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
FundraisingApi.FundCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Fund ID
|
parent_id | string |
The system record ID of the fund associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
FundraisingApi.FundRead
Fund
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the fund. |
Category
|
category | string |
The category of the fund. |
Date added
|
date_added | date-time |
The date when the fund was created. |
Date modified
|
date_modified | date-time |
The date when the fund was last modified. |
Description
|
description | string |
The display name of the fund. |
End date
|
end_date | date-time |
The end date of the fund. |
value
|
goal.value | double |
The monetary value. |
Inactive?
|
inactive | boolean |
Is the fund inactive (meaning, the current date is after any start date and before any end date)? |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the fund. |
Start date
|
start_date | date-time |
The start date of the fund. |
Type
|
type | string |
The type of the fund. |
FundraisingApi.PackageRead
Package
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the package. |
Appeal ID
|
appeal_id | string |
The system record ID of the appeal associated with this package. |
Category
|
category | string |
The category of the package. |
Date added
|
date_added | date-time |
The date when the package was created. |
Date modified
|
date_modified | date-time |
The date when the package was last modified. |
value
|
default_gift_amount.value | double |
The monetary value. |
Description
|
description | string |
The display name of the package. |
End date
|
end | date-time |
The end date of the package. |
value
|
goal.value | double |
The monetary value. |
Inactive?
|
inactive | boolean |
Is the package inactive (meaning, the current date is after any start date and before any end date)? |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the package. |
Notes
|
notes | string |
The notes on the package. |
Recipient count
|
recipient_count | integer |
The number of recipients of the package. |
Start date
|
start | date-time |
The start date of the package. |
GiftApi.AcknowledgementRead
Acknowledgement
Name | Path | Type | Description |
---|---|---|---|
date
|
date | date-time |
The date associated with the acknowledgement. |
letter
|
letter | string |
The letter associated with the acknowledgement. |
status
|
status | string |
The status of the acknowledgement. Available values are: ACKNOWLEDGED, NEEDSACKNOWLEDGEMENT, and DONOTACKNOWLEDGE. |
GiftApi.ApiCollectionOfGiftAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of GiftApi.GiftAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
GiftApi.ApiCollectionOfGiftCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of GiftApi.GiftCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
GiftApi.ApiCollectionOfGiftRead
Gifts
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of GiftApi.GiftRead |
The set of items included in the response. This may be a subset of the items in the collection. |
GiftApi.BatchGiftAddResults
Contains a collection of batch gift error records and the batch gifts that the operation added
Name | Path | Type | Description |
---|---|---|---|
errors
|
errors | array of GiftApi.GiftBatchGiftError |
The batch gift errors associated with the batch gift add operation |
gifts
|
gifts | array of GiftApi.BatchGiftRead |
The collection of batch gifts that were added by the batch gift add operation |
GiftApi.GiftBatchGiftError
Represents exceptions preventing items from being added to the batch.
Name | Path | Type | Description |
---|---|---|---|
affected field
|
affected_field | string |
The field affected by the error |
batch ID
|
batch_id | string |
The system record ID of the batch |
exception error code
|
exception_error_code | integer |
The exception error code |
exception error message
|
exception_error_message | string |
The exception error message |
exception error name
|
exception_error_name | string |
The exception error name |
gift ID
|
gift_id | string |
The system record ID of the gift |
lookup ID
|
lookup_id | string |
The user-defined identifier for the gift. |
GiftApi.BatchGiftRead
Batch gift
Name | Path | Type | Description |
---|---|---|---|
batch ID
|
batch_id | string |
The ID of the batch to which the gift was added. |
errors
|
errors | array of GiftApi.GiftBatchGiftError |
The errors associated with the batch gift. |
ID
|
id | string |
The system record ID of the batch gift. |
constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the gift. |
type
|
type | string |
The gift type. |
subtype
|
subtype | string |
The subtype of the gift. |
date
|
date | date-time |
The gift date. |
value
|
amount.value | double |
The monetary value. |
value
|
balance.value | double |
The monetary value. |
batch number
|
batch_number | string |
The batch number associated with this gift. |
status
|
gift_status | string |
The status of the gift. |
anonymous?
|
is_anonymous | boolean |
Is the gift anonymous? |
constituency
|
constituency | string |
The constituency of the gift. |
lookup ID
|
lookup_id | string |
The user-defined identifier for the gift. |
origin
|
origin | string |
The origin of the gift. |
post status
|
post_status | string |
The general ledger post status of the gift. Available values are Posted, NotPosted, and DoNotPost. When post_status is set to DoNotPost>, post_date should be null. When it is set to NotPosted, post_date is required but remains editable. When it is set to Posted, post_date is required and is no longer editable. |
post date
|
post_date | date-time |
The date that the gift was posted to general ledger. |
reference
|
reference | string |
Notes to track special details about a gift such as the motivation behind it or a detailed description of a gift-in-kind. |
day
|
recurring_gift_status_date.d | integer |
The day in the fuzzy date. |
month
|
recurring_gift_status_date.m | integer |
The month in the fuzzy date. |
year
|
recurring_gift_status_date.y | integer |
The year in the fuzzy date. |
frequency
|
recurring_gift_schedule.frequency | string |
Installment frequency of the recurring gift to view. Available values are WEEKLY, EVERY_TWO_WEEKS, EVERY_FOUR_WEEKS, MONTHLY, QUARTERLY, ANNUALLY. |
start
|
recurring_gift_schedule.start_date | date-time |
Date the recurring gift should start. |
end
|
recurring_gift_schedule.end_date | date-time |
Date the recurring gift should end. |
value
|
gift_aid_amount.value | double |
The monetary value. |
gift aid qualification status
|
gift_aid_qualification_status | string |
This computed field determines the Gift Aid qualification status based on tax declaration information and the database format. Available values are: Qualified, NotQualified, and PartlyQualified. For the UK only. |
gift code
|
gift_code | string |
The gift code value associated with the gift. |
gift splits
|
gift_splits | array of GiftApi.GiftSplitRead |
The set of gift splits associated with the gift. |
fundraisers
|
fundraisers | array of GiftApi.GiftFundraiserRead |
The set of fundraisers who receive credit for the gift. |
Soft credits
|
soft_credits | array of GiftApi.SoftCreditRead |
The set of soft credits associated with the gift. |
Receipts
|
receipts | array of GiftApi.ReceiptRead |
The set of receipts associated with the gift. |
Acknowledgements
|
acknowledgements | array of GiftApi.AcknowledgementRead |
The set of acknowledgements associated with the gift. |
Payments
|
payments | array of GiftApi.PaymentRead |
The payments on the gift. |
Linked gifts
|
linked_gifts | array of string |
The identifiers of other gifts that are linked to this gift. |
Date added
|
date_added | date-time |
The date when the gift was created. |
Date modified
|
date_modified | date-time |
The date when the gift was last modified. |
GiftApi.CreatedGift
Created gift
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created gift. |
GiftApi.CreatedGiftAttachment
Created gift attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created gift attachment. |
GiftApi.CreatedGiftCustomField
Created gift custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created gift custom field. |
GiftApi.GiftAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Gift ID
|
parent_id | string |
The system record ID of the gift associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
GiftApi.GiftCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Gift ID
|
parent_id | string |
The system record ID of the gift associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
GiftApi.GiftFundraiserRead
Gift fundraiser
Name | Path | Type | Description |
---|---|---|---|
value
|
amount.value | double |
The monetary value. |
fundraiser ID
|
constituent_id | string |
The constituent system record ID for the fundraiser associated with the gift. |
GiftApi.GiftRead
Gift
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the gift. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the gift. |
Type
|
type | string |
The gift type. |
Subtype
|
subtype | string |
The subtype of the gift. |
Date
|
date | date-time |
The gift date. |
value
|
amount.value | double |
The monetary value. |
value
|
balance.value | double |
The monetary value. |
Batch number
|
batch_number | string |
The batch number associated with this gift. |
Status
|
gift_status | string |
The status of the gift. |
Anonymous?
|
is_anonymous | boolean |
Is the gift anonymous? |
Constituency
|
constituency | string |
The constituency of the gift. |
Lookup ID
|
lookup_id | string |
The user-defined identifier for the gift. |
Origin
|
origin | string |
The origin of the gift. |
Post status
|
post_status | string |
The general ledger post status of the gift. Available values are Posted, NotPosted, and DoNotPost. When post_status is set to DoNotPost>, post_date should be null. When it is set to NotPosted, post_date is required but remains editable. When it is set to Posted, post_date is required and is no longer editable. |
Post date
|
post_date | date-time |
The date that the gift was posted to general ledger. |
Reference
|
reference | string |
Notes to track special details about a gift such as the motivation behind it or a detailed description of a gift-in-kind. |
day
|
recurring_gift_status_date.d | integer |
The day in the fuzzy date. |
month
|
recurring_gift_status_date.m | integer |
The month in the fuzzy date. |
year
|
recurring_gift_status_date.y | integer |
The year in the fuzzy date. |
frequency
|
recurring_gift_schedule.frequency | string |
Installment frequency of the recurring gift to view. Available values are WEEKLY, EVERY_TWO_WEEKS, EVERY_FOUR_WEEKS, MONTHLY, QUARTERLY, ANNUALLY. |
start
|
recurring_gift_schedule.start_date | date-time |
Date the recurring gift should start. |
end
|
recurring_gift_schedule.end_date | date-time |
Date the recurring gift should end. |
value
|
gift_aid_amount.value | double |
The monetary value. |
Gift aid qualification status
|
gift_aid_qualification_status | string |
This computed field determines the Gift Aid qualification status based on tax declaration information and the database format. Available values are: Qualified, NotQualified, and PartlyQualified. For the UK only. |
Gift code
|
gift_code | string |
The gift code value associated with the gift. |
Gift splits
|
gift_splits | array of GiftApi.GiftSplitRead |
The set of gift splits associated with the gift. |
Fundraisers
|
fundraisers | array of GiftApi.GiftFundraiserRead |
The set of fundraisers who receive credit for the gift. |
Soft credits
|
soft_credits | array of GiftApi.SoftCreditRead |
The set of soft credits associated with the gift. |
Receipts
|
receipts | array of GiftApi.ReceiptRead |
The set of receipts associated with the gift. |
Acknowledgements
|
acknowledgements | array of GiftApi.AcknowledgementRead |
The set of acknowledgements associated with the gift. |
Payments
|
payments | array of GiftApi.PaymentRead |
The payments on the gift. |
Linked gifts
|
linked_gifts | array of string |
The identifiers of other gifts that are linked to this gift. |
Date added
|
date_added | date-time |
The date when the gift was created. |
Date modified
|
date_modified | date-time |
The date when the gift was last modified. |
GiftApi.GiftSplitRead
Gift split
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the gift split. |
value
|
amount.value | double |
The monetary value. |
appeal ID
|
appeal_id | string |
The system record ID of the appeal associated with the gift split. |
campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the gift split. |
fund ID
|
fund_id | string |
The system record ID of the fund associated with the gift split. |
value
|
gift_aid_amount.value | double |
The monetary value. |
gift aid qualification status
|
gift_aid_qualification_status | string |
The gift aid qualification status of the gift split. Available values are: Qualified, and NotQualified. For the UK only. |
package ID
|
package_id | string |
The system record ID of the package associated with the gift split. |
GiftApi.ReceiptRead
Receipt
Name | Path | Type | Description |
---|---|---|---|
value
|
amount.value | double |
The monetary value. |
date
|
date | date-time |
The date on the receipt. |
number
|
number | integer |
The number of the receipt. |
status
|
status | string |
The status of the receipt. Available values are: RECEIPTED, NEEDSRECEIPT, and DONOTRECEIPT. |
GiftApi.PaymentRead
Payment
Name | Path | Type | Description |
---|---|---|---|
account token
|
account_token | string |
The tokenized account information (ex: credit card) from the external payment provider. Only applies to payment methods of "CreditCard" and "DirectDebit". |
BBPS configuration ID
|
bbps_configuration_id | string |
The BBPS configuration ID. Only applies to payment methods of "CreditCard" and "DirectDebit". |
BBPS transaction ID
|
bbps_transaction_id | string |
The BBPS transaction ID. Only applies to payment methods of "CreditCard" and "DirectDebit". |
day
|
check_date.d | integer |
The day in the fuzzy date. |
month
|
check_date.m | integer |
The month in the fuzzy date. |
year
|
check_date.y | integer |
The year in the fuzzy date. |
check number
|
check_number | string |
The check number. Only applies to payment method of "PersonalCheck". |
checkout transaction ID
|
checkout_transaction_id | string |
The checkout transaction ID. Only applies to payment methods of "CreditCard" and "DirectDebit". |
payment method
|
payment_method | string |
The payment method. Available values are listed below. |
reference
|
reference | string |
The reference. Only applies to payment method of "Other". |
day
|
reference_date.d | integer |
The day in the fuzzy date. |
month
|
reference_date.m | integer |
The month in the fuzzy date. |
year
|
reference_date.y | integer |
The year in the fuzzy date. |
GiftApi.SoftCreditRead
Soft credit
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the soft credit. |
value
|
amount.value | double |
The monetary value. |
constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the soft credit. |
gift ID
|
gift_id | string |
The system record ID of the gift associated with the soft credit. |
GiftBatchApi.ApiCollectionOfGiftBatch
Gift batches
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The total number of gift batches in the response. |
value
|
value | array of GiftBatchApi.GiftBatch |
The set of items included in the response. |
GiftBatchApi.CreatedBatch
Created gift batch
Name | Path | Type | Description |
---|---|---|---|
ID
|
batch_id | string |
The system record ID of the newly created gift batch. |
GiftBatchApi.GiftBatch
Represents the gift batch object
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the batch. |
description
|
batch_description | string |
The batch description. |
batch number
|
batch_number | string |
The batch number |
projected number
|
projected_number_of_gifts | integer |
The projected number of gifts in the batch. |
actual number
|
number_of_gifts | integer |
The actual number of gifts in the batch. |
projected amount
|
projected_amount | double |
The projected value of gifts in the batch. |
actual amount
|
actual_amount | double |
The actual value of gifts in the batch. |
has exceptions?
|
has_exceptions | boolean |
Does the batch have exceptions? |
approved?
|
is_approved | boolean |
Is the batch approved? |
Created by
|
created_by | string |
The name of the user who created the batch. |
Created on
|
created_on | date-time |
The date when the batch was created. |
ListApi.CreatedList
Created list
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created list. |
OpportunityApi.ApiCollectionOfOpportunityAttachmentRead
Attachments
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of OpportunityApi.OpportunityAttachmentRead |
The set of items included in the response. This may be a subset of the items in the collection. |
OpportunityApi.ApiCollectionOfOpportunityCustomFieldRead
Custom fields
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of OpportunityApi.OpportunityCustomFieldRead |
The set of items included in the response. This may be a subset of the items in the collection. |
OpportunityApi.ApiCollectionOfOpportunityRead
Opportunities
Name | Path | Type | Description |
---|---|---|---|
Count
|
count | integer |
The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set. |
value
|
value | array of OpportunityApi.OpportunityRead |
The set of items included in the response. This may be a subset of the items in the collection. |
OpportunityApi.CreatedOpportunity
Created opportunity
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created opportunity. |
OpportunityApi.CreatedOpportunityAttachment
Created opportunity attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created opportunity attachment. |
OpportunityApi.CreatedOpportunityCustomField
Created opportunity attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The ID of the newly created opportunity attachment. |
OpportunityApi.Fundraiser
Fundraiser
Name | Path | Type | Description |
---|---|---|---|
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the fundraiser. |
value
|
credit_amount.value | double |
The monetary value. |
OpportunityApi.OpportunityAttachmentRead
Attachment
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the attachment. |
Opportunity ID
|
parent_id | string |
The system record ID of the opportunity associated with the attachment. |
Type
|
type | string |
The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally. |
Name
|
name | string |
The name of the attachment. Character limit: 150. |
Date
|
date | date-time |
The date of the attachment. |
URL
|
url | string |
The URL for the attachment. This is required for link attachments and not applicable for physical attachments. |
File name
|
file_name | string |
The name of the file. Character limit: 36. For physical attachments only. |
File ID
|
file_id | string |
The identifier of the file. Character limit: 36. For physical attachments only. |
Thumbnail ID
|
thumbnail_id | string |
The identifier of the thumbnail. Character limit: 36. For physical attachments only. |
Thumbnail URL
|
thumbnail_url | string |
The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes. |
Content type
|
content_type | string |
The content type. For physical attachments only. |
File size
|
file_size | integer |
The file size in bytes. For physical attachments only. |
OpportunityApi.OpportunityCustomFieldRead
Custom field
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the custom field. |
Opportunity ID
|
parent_id | string |
The system record ID of the opportunity associated with the custom field. |
Category
|
category | string |
The custom field category. |
Type
|
type | string |
The type of data that the custom field represents. |
Value
|
value |
The value of the custom field. |
|
Date
|
date | date |
The date on the custom field. |
Comment
|
comment | string |
The comment on the custom field. Character limit: 50. |
Date added
|
date_added | date-time |
The date when the custom field was created. |
Date modified
|
date_modified | date-time |
The date when the custom field was last modified. |
OpportunityApi.OpportunityRead
Opportunity
Name | Path | Type | Description |
---|---|---|---|
ID
|
id | string |
The system record ID of the opportunity. |
Constituent ID
|
constituent_id | string |
The system record ID of the constituent associated with the opportunity. |
Purpose
|
purpose | string |
The intended use for any money raised as a result of the opportunity. |
Name
|
name | string |
The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255. |
Status
|
status | string |
The status that indicates where the opportunity is in the solicitation process. |
Deadline
|
deadline | date-time |
The goal date for the opportunity to result in a gift. |
Ask date
|
ask_date | date-time |
The date when the solicitation was made. |
value
|
ask_amount.value | double |
The monetary value. |
Expected date
|
expected_date | date-time |
The date when the prospect is expected to give in response to the opportunity. |
value
|
expected_amount.value | double |
The monetary value. |
Funded date
|
funded_date | date-time |
The date when the prospect gave in response to the opportunity. |
value
|
funded_amount.value | double |
The monetary value. |
Campaign ID
|
campaign_id | string |
The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money. |
Fund ID
|
fund_id | string |
The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift. |
Fundraiser(s)
|
fundraisers | array of OpportunityApi.Fundraiser |
The set of system record IDs for the fundraisers assigned to the opportunity. |
Inactive?
|
inactive | boolean |
Is the opportunity inactive? |
linked_gifts
|
linked_gifts | array of string |
The system record IDs of the gifts related to the opportunity. |
Date added
|
date_added | date-time |
The date when the opportunity was created. |
Date modified
|
date_modified | date-time |
The date when the opportunity was last modified. |