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Commitments (POST)

Create recurring gift commitments and schedules, along with associated new or matched donor. Customize fields for donor accounts, gift commitments, and schedules.

Resource:

1/connect/fundraising/commitments

Resource example:

1https://yourInstance.salesforce.com/services/data/v66.0/connect/fundraising/commitments

Available version: 60.0

HTTP methods: POST

Request body for POST

You can pass the campaign, donor, and designation IDs in an externalId object containing fieldName and fieldValue.

Note

JSON example

1{
2  "processingOptions": {
3    "donorOptions": {
4      "defaultUpdateLogic": "update_all"
5    },
6    "disableGiftTransactionValidations": true,
7    "disableGiftCommitmentValidations": true,
8    "disableGiftCommitmentScheduleValidations": true
9  },
10  "commitments": [
11    {
12      "amount": 150.25,
13      "type": "pledge",
14      "currencyIsoCode": "USD",
15      "transactionPeriod": "monthly",
16      "transactionInterval": 3,
17      "transactionDay": "5",
18      "startDate": "2024-07-06",
19      "endDate": "2024-07-06",
20      "campaign": {
21        "id": "701y0030d0zk6t06f4"
22      },
23      "outreachSourceCode": {
24        "id": "0gx000d0d0d0FD",
25        "sourceCode": "AnimalEmailCampaign2023"
26      },
27      "donor": {
28        "donorType": "individual",
29        "id": "0015500000WO1ZxxAL",
30        "organizationName": "mini cat town",
31        "firstName": "Daniel",
32        "lastName": "Chavez",
33        "phone": "510-432-9876",
34        "email": "d.chavez.com",
35        "address": [
36          {
37            "street": "123 Main Street",
38            "city": "Oakland",
39            "state": "CA",
40            "postalCode": "94610",
41            "country": "US"
42          }
43        ],
44        "accountCustomFields": [
45          {
46            "fieldName": "string",
47            "fieldValue": "string"
48          }
49        ]
50      },
51      "paymentInstrument": {
52        "type": "Credit Card",
53        "accountHolderName": "Daniel Chavez",
54        "expiryMonth": "10",
55        "expiryYear": "2026",
56        "last4": "4321",
57        "cardBrand": "Diner's Club",
58        "bankName": "chase",
59        "digitalWalletProvider": "EwalletProvider",
60        "bankAccountHolderType": "primary",
61        "bankAccountType": "checking",
62        "bankAccountNumber": "123456",
63        "bankCode": "HBUK",
64        "gatewayName": "Gateway",
65        "processorName": "Centpro",
66        "processorPaymentReference": "string",
67        "gatewayReference": "string"
68      },
69      "designations": [
70        {
71          "designationId": "0gd0030f0303024",
72          "percent": 10
73        }
74      ],
75      "firstTransaction": {
76        "amount": 150.25,
77        "receivedDate": "2024-07-06",
78        "donorCoverAmount": 0.25,
79        "transactionStatus": "Unpaid",
80        "gatewayTransactionFee": 0.75,
81        "processorTransactionFee": 0.45,
82        "processorReference": "cls-1247586928747",
83        "gatewayReference": "102656693ac3ca6e0cdafbfe89ab99",
84        "lastGatewayResponseCode": "invalid_cvc",
85        "lastGatewayErrorMessage": "The card's security code is invalid. Check the card's security code or use a different card.",
86        "lastGatewayProcessedDateTime": "2023-07-06T21:57:51Z"
87      },
88      "giftCommitmentCustomFields": [
89        {
90          "fieldName": "string",
91          "fieldValue": "string"
92        }
93      ],
94      "giftCommitmentScheduleCustomFields": [
95        {
96          "fieldName": "string",
97          "fieldValue": "string"
98        }
99      ],
100      "giftTransactionCustomFields": [
101        {
102          "fieldName": "string",
103          "fieldValue": "string"
104        }
105      ]
106    }
107  ]
108}

Properties

Name Type Description Required or Optional Available Version
commitments Create Commitment Request Input[] Details of the request to create the commitment.

Limited to 100 commitments in a single request.

Required 60.0
processing​Options Processing Options Details Input Options for donor matching process and gift validation pausing. Optional 60.0

Response body for POST: Create Commitment