URL https://app.fundraiserone.net/api/v1/CallResults/
Lookups URL https://app.fundraiserone.net/api/v1/Customer/Lookups
Methods Supported POST
Request
HEADER
ContentType : application/json
SecretKey : [Your API Key]
Parameters:
BatchID Numeric - Identifies the batch transactions will be applied.
CallOperaionID Numeric - Sets the Operation for transactions. Has to have a Call Centre Operation Type.
ProductID Numeric - Sets the default ProductID for transactions.
Call Results Body Definitions:
Pledge ID | 123768CX | Supplier's Record ID. |
Fundraiser ID | 21234345 | FundraiserOne's ID - Used to to match with existing records. Optional |
Call Outcome | Busy | Call Outcomes are used for reporting how the call was terminated. These are the default outcomes more can be added in User Defined Lists > Call Status Types. Pledge Promised can be used Amount to import pledges. |
Phone Fundraiser | Victoria Jones | Name of the calling agent. |
Title | Title of the donor to be imported. | |
First Name | Jo | First name of the donor to be imported. |
Surname | Smith | Surname of the donor to be imported. |
Date of Birth | 20/10/1970 | Date of Birth of the donor to be imported. Must be formatted dd/MM/yyyy. |
Gender | Female | Gender of the donor to be imported. |
Address | 40 Park Drive | Address of the donor to be imported. |
Suburb | Kilbirnie | Suburb of the donor to be imported. |
City | Wellington | City of the donor to be imported. |
Country | New Zealand | Country of the donor to be imported. |
Postcode | ||
Home Phone | ||
Work Phone | ||
Mobile Phone | ||
The importer will set Receipt Method to email if an email address exists here by default. Can be changed using New Receipt Method. | ||
Amount | 10.00 | Amount of once off or regular gift. |
Frequency | Once Off | |
Payment Method | Credit Card | |
Card Type | ||
Card Token | 12323456 | Card Tokens used for recharging credit cards. |
Plan ID | Stored to Bank Statement Account. | |
Bank | ANZ | |
Account Name | J Smith | Account name to Bank Statement Name and Account Name. |
Account Number | 0334344863674800 | |
Start Date | 20/06/2023 | The Regular Payment start date must be formatted dd/MM/yyyy. Can not be back date from import date. |
Medium | Phone | How the contact was contacted. |
Lead Source | Contact Source | Import will add the contact source if it doesn't exist. |
Sign-Up Date | 20/06/2023 | |
Opt-in (Phone) | Yes or No | Opt in Phone communications yes or no can used here. |
Opt-in (Email) | Yes or No | Opt in Email communications yes or no can used here. |
Opt-in (SMS) | Yes or No | Opt in SMS communications yes or no can used here. |
Opt-in (Post) | Yes or No | Opt in Post communications yes or no can used here. |
Notes | Will add this note into the notes section of the contact. | |
Card Name | ||
Card Number | ||
Card Expiry | 12/2028 | |
Region | Import will add the region if it doesn't exist. | |
Organisation | Name of the organisation. | |
Code Example:
Body{ "BatchId": 1, "CallOperationId": 2, "ProductId": 1, "CallResults": [ { "PledgeID": "2236458194", "CustomerID": "313349", "CallOutcome": "Donation", "Call_CalledBy": "Jo Smith", "Title": "Ms", "FirstName": "Victoria", "LastName": "Smith", "DateOfBirth": null, "Gender": "", "AddressStreet": "40 Somwhere Road", "AddressSuburb": "Miramar", "AddressCity": "Wellington", "AddressCountry": "New Zealand", "AddressPostcode": "New Zealand", "HomePhone": "", "WorkPhone": "", "MobilePhone": "", "Email": "john@somewhere.com", "Amount": "10.00", "Frequency": "Monthly", "PaymentMethod": "Credit Card", "CardType": "", "CardToken": "11111xxxxxx", "PlanID": "", "Bank": "", "AccountName": "", "AccountNumber": "", "StartDate": "01/12/2024", "Medium": "", "LeadSource": "", "SignUpDate": "01/12/2024", "OptinPhone": "YES", "OptinEmail": "YES", "OptnSMS": "YES", "OptinPost": "YES", "Notes": "", "CardName": "", "CardNumber": "", "CardExpiry": "", "Region": "", "Organisation": "" } ]}Response{ "Successful": true, "Message": "1 record(s) added"}