These APIs allow you to retrieve and manage Contacts, Organizations, and Interactions from GivingData. You can manage Contact roles and their associations with Organization and Request records, email addresses, phone numbers, and street addresses, contact custom fields and contact codes. If you have an external CRM, and depending on how your integration is set up, you can use these APIs to keep your GivingData CRM data synchronized.
Available endpoints include:
Contacts: With these endpoints, you can retrieve one or more Contact records using optional filter criteria for the following purposes:Â
To update or create new Contacts in GivingDataÂ
To add new Contacts to your CRM
To add, update or delete contact relationships to your Organization and Request records
To edit information regarding Roles, Start Dates and End Dates can transition over. An inactive contact status not linked to an end date will not.Â
To add, update or delete your Contact’s street addresses
To add, update or delete your Contact’s phone numbers
To add, update or delete your Contact’s email addresses
To add, update or delete your Contact's custom fields
To add, update or delete your Contact's code assignments
Organizations: retrieve one or more Organization records using optional filter criteria
Update or Create new Organizations
Interactions: With these endpoints, you can retrieve one or more Interactions using optional filter criteria for the following purposes:
Retrieve interactions
Create new Interactions
Update Interactions
Delete Interactions