Blackbaud Raisers Edge NXT Constituents (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. Use the Constituents connector to manage constituent biographical details, contact information, and relationships.

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
Email 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 constituents and related entities found within The Raiser's Edge NXT, including:

  • Constituents
  • Addresses
  • Phones and emails
  • Aliases
  • Custom fields
  • Notes
  • Attachments
  • Relationships
  • 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 your Blackbaud environment. 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 connection10060 seconds

Actions

Convert to constituent

Converts a non-constituent to a constituent.

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 name format

Creates a new constituent name format.

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 primary name format

Creates a primary name format for a constituent.

Create a constituent solicit code

Creates a new constituent solicit code.

Create a constituent tribute

Creates a new constituent tribute.

Create a fundraiser assignment

Creates a new fundraiser assignment.

Create a tribute acknowledgee

Creates a new tribute acknowledgee.

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 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 constituent

Returns information about a constituent.

Get a constituent by lookup ID

Returns a constituent's system record ID from the specified lookup ID.

Get a constituent profile picture

Returns the current profile picture for a constituent.

Get a constituent tribute

Returns details about a constituent tribute.

Get constituent name format summary

Returns the name format summary 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 memberships

Lists the memberships 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 relationships

Lists the relationships for a constituent.

List constituent solicit codes

Lists the solicit codes for a constituent.

List constituent tributes

Lists the tributes for a constituent.

List constituents

Returns a list of constituents.

List fundraiser assignments

List the assignments for a fundraiser.

List tribute acknowledgees

Lists the acknowledgees for a tribute.

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.

Search for a constituent (enhanced)

Searches for constituent records using the given filter criteria.

Update a constituent

Updates a constituent.

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 name format

Updates a constituent name format.

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 primary name format

Updates the primary name format for a constituent.

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.

Convert to constituent

Converts a non-constituent to a constituent.

Parameters

Name Key Required Type Description
Non-constituent ID
non_constituent_id True string

The system record ID of the non-constituent record to convert.

ID
id string

The system record ID of 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 sequence of the constituent code.

Returns

Converted constituent

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.

Tags
Tags string

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

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 string
Minors
Minors string
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 name format

Creates a new constituent name format.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent.

Type
type True string

The name format type.

Custom name format?
custom_format boolean

Is a custom format?

Format
configuration_id string

Name format configuration (required unless a custom format is used).

Custom name
formatted_name string

Formatted name (required when a custom format is used). Character limit: 255.

Returns

Created name format

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.

Author
author string

The note author. If not supplied, will have a default set based on the user's account. Character limit: 50.

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 primary name format

Creates a primary name format for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent.

Type
primary_type True string

The primary name format type.

Custom name format?
custom_format boolean

Is a custom format?

Format
configuration_id string

Name format configuration (required unless a custom format is used).

Custom name
formatted_name string

Formatted name (required when a custom format is used). Character limit: 255.

Returns

Created name format

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 constituent tribute

Creates a new constituent tribute.

Parameters

Name Key Required Type Description
Constituent ID
constituent_record_id True integer

The system record ID of the constituent associated with the tribute.

Tribute type
tribute_type_id True integer

The tribute type.

Description
description string

The tribute description.

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.

Default fund ID
default_fund_id integer

The system record ID of the default fund associated with the tribute.

Notes
notes string

The tribute notes.

Active?
is_active boolean

Is this tribute active?

Returns

Created constituent tribute

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 (ex: '2020-09-18T04:13:56Z').

Assignment ends
end date-time

The end date of the assignment (ex: '2020-09-18T04:13:56Z').

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 tribute acknowledgee

Creates a new tribute acknowledgee.

Parameters

Name Key Required Type Description
Tribute ID
tribute_id True integer

The system record ID of the tribute associated with the acknowledgee.

Relationship ID
relationship_id integer

The system record ID of the relationship (if null, this represents a self-acknowledgee).

Letter ID
letter_id integer

The letter ID.

Returns

Created tribute acknowledgee

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?

Requests no email?
requests_no_email boolean

Does the constituent request no email?

Is a solicitor?
is_solicitor boolean

Is the constituent a solicitor?

No valid addresses?
no_valid_address boolean

Does the constituent have no valid addresses?

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.

Target
target string

The target of the constituent.

Income
income string

The income for the constituent.

Receipt type
receipt_type string

The receipt type of 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.

Is memorial?
is_memorial boolean

Is the constituent an honor/memorial?

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 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?

Requests no email?
requests_no_email boolean

Does the constituent request no email?

Is a solicitor?
is_solicitor boolean

Is the constituent a solicitor?

No valid addresses?
no_valid_address boolean

Does the constituent have no valid addresses?

Target
target string

The target of the constituent.

Income
income string

The income for the constituent.

Receipt type
receipt_type string

The receipt type of the constituent.

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.

Is memorial?
is_memorial boolean

Is the constituent an honor/memorial?

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 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 by lookup ID

Returns a constituent's system record ID from the specified lookup ID.

Parameters

Name Key Required Type Description
Lookup ID
constituent_id True string

The constituent lookup ID.

Returns

Constituent ID map

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 constituent tribute

Returns details about a constituent tribute.

Parameters

Name Key Required Type Description
Tribute ID
tribute_id True string

The tribute ID.

Returns

Tribute

Get constituent name format summary

Returns the name format summary for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent.

Returns

Name format summary

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

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 memberships

Lists the memberships for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent.

Returns

Memberships

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 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 constituent tributes

Lists the tributes for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituentId True integer

The system record ID of the constituent.

Returns

Tributes

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 system record IDs 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 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 tribute acknowledgees

Lists the acknowledgees for a tribute.

Parameters

Name Key Required Type Description
Tribute ID
tributeId True integer

The system record ID of the tribute.

Returns

Tribute acknowledgees

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

Search for a constituent (enhanced)

Searches for constituent records using the given filter criteria.

Parameters

Name Key Required Type Description
First name
first_name string

Constituent first name.

Last name
last_name string

Constituent last name.

Lookup ID
lookup_id string

Constituent lookup ID.

Email address
email string

Constituent email address.

Phone number
phone_number string

Phone number.

Limit
limit integer

Represents the number of records to return. The default is 500. The maximum is 1000.

Address lines
address_lines string

Address lines.

City
city string

Address city.

State
state string

Address state.

Postal code
post_code string

Address postal code.

Include alias?
include_alias boolean

Include alias when searching on last name?

Alias type
alias_type string

Alias type.

Include maiden name?
include_maiden_name boolean

Include maiden name when searching on last name?

Returns

Constituents

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?

Requests no email?
requests_no_email boolean

Does the constituent request no email?

Is a solicitor?
is_solicitor boolean

Is the constituent a solicitor?

No valid addresses?
no_valid_address boolean

Does the constituent have no valid addresses?

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).

Target
target string

The target of the constituent.

Income
income string

The income for the constituent (for individuals only).

Receipt type
receipt_type string

The receipt type of the constituent.

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.

Is memorial?
is_memorial boolean

Is the constituent an honor/memorial?

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.

Tags
Tags string

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 string
Minors
Minors string
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 name format

Updates a constituent name format.

Parameters

Name Key Required Type Description
Name format ID
name_format_id True string

The system record ID of the name format to update.

Type
type string

The name format type.

Custom name format?
custom_format boolean

Is a custom format?

Format
configuration_id string

Name format configuration (required unless a custom format is used).

Custom name
formatted_name string

Formatted name (required when a custom format is used). Character limit: 255.

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 primary name format

Updates the primary name format for a constituent.

Parameters

Name Key Required Type Description
Name format ID
primary_name_format_id True string

The system record ID of the primary name format to update.

Custom name format?
custom_format boolean

Is a custom format?

Format
configuration_id string

Name format configuration (required unless a custom format is used).

Custom name
formatted_name string

Formatted name (required when a custom format is used). Character limit: 255.

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').

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.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.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.ApiCollectionOfMembershipRead

Memberships

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.MembershipRead

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.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.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.

Tags
tags array of string

The tags associated with the attachment.

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.

Text value
text_value string

The text value of the custom field.

Number value
number_value integer

The numeric value of the custom field.

Date value
date_value date

The date value of the custom field.

Currency value
currency_value double

The currency value of the custom field.

Boolean value
boolean_value boolean

The boolean value of the custom field.

Table entry value
codetableentry_value string

The table entry value of the custom field.

Constituent ID value
constituentid_value string

The constituent ID value of the custom field.

day
fuzzydate_value.d integer

The day in the fuzzy date.

month
fuzzydate_value.m integer

The month in the fuzzy date.

year
fuzzydate_value.y integer

The year in the fuzzy date.

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?

Requests no email?
requests_no_email boolean

Does the constituent request no email?

Is a solicitor?
is_solicitor boolean

Is the constituent a solicitor?

No valid addresses?
no_valid_address boolean

Does the constituent have no valid addresses?

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).

Target
target string

The target of the constituent.

Income
income string

The income for the constituent (for individuals only).

Receipt type
receipt_type string

The receipt type of the constituent.

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).

Is memorial?
is_memorial boolean

Is the constituent an honor/memorial?

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.ConvertedConstituent

Converted constituent

Name Path Type Description
ID
id string

The ID of the converted constituent.

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.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.CreatedNameFormat

Created name format

Name Path Type Description
ID
id string

The ID of the newly created name format.

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.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.MembershipMemberRead

Member

Name Path Type Description
ID
id string

The system record ID of the member.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the member.

Is primary member?
primary boolean

Is this the primary member?

ConstituentApi.MembershipRead

Membership

Name Path Type Description
ID
id string

The system record ID of the membership.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the membership.

Program
program string

The membership program.

Category
category string

The membership category.

Subcategory
subcategory string

The membership subcategory.

Standing
standing string

The membership status.

Expires
expires date-time

The date when the membership expires.

Joined
joined date-time

The date when the membership becomes active.

value
dues.value double

The monetary value.

Members
members array of ConstituentApi.MembershipMemberRead

The set of members who belong to the membership.

Date added
date_added date-time

The date when the membership was created.

Date modified
date_modified date-time

The date when the membership was last modified.

ConstituentApi.NameFormatRead

Name formats define how to address constituents in communications. How you refer to individuals sets the tone of your communications with them and how well they receive your interactions.

Name Path Type Description
ID
id string

The system record ID of the name format.

type
type string

The name format type.

custom format?
custom_format boolean

Is this a custom format?

configuration ID
configuration_id string

The configuration ID of the name format (for non-custom formats).

formatted name
formatted_name string

The formatted name (for custom formats).

ConstituentApi.NameFormatSummaryRead

Name format summary

Name Path Type Description
ID
primary_addressee.id string

The system record ID of the name format.

type
primary_addressee.primary_type string

The name format type.

custom format?
primary_addressee.custom_format boolean

Is this a custom format?

configuration ID
primary_addressee.configuration_id string

The configuration ID of the name format (for non-custom formats).

formatted name
primary_addressee.formatted_name string

The formatted name (for custom formats).

ID
primary_salutation.id string

The system record ID of the name format.

type
primary_salutation.primary_type string

The name format type.

custom format?
primary_salutation.custom_format boolean

Is this a custom format?

configuration ID
primary_salutation.configuration_id string

The configuration ID of the name format (for non-custom formats).

formatted name
primary_salutation.formatted_name string

The formatted name (for custom formats).

Additional name formats
additional_name_formats array of ConstituentApi.NameFormatRead

The additional name formats of the constituent.

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.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
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.

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.CreatedFundraiserAssignment

Created fundraiser assignment

Name Path Type Description
ID
id string

The ID of the newly created fundraiser assignment.

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.

NXTDataIntegrationApi.ConstituentIdMap

Constituent ID map

Name Path Type Description
ID
system_record_id integer

The constituent system record ID.

NXTDataIntegrationApi.ConstituentSearchResult

Search result

Name Path Type Description
ID
record_id integer

The system record ID of the constituent.

Lookup ID
constituent_id string

The constituent ID.

Key indicator
key_indicator string

The key indicator for the record.

First name
first_name string

The first name (individuals only).

Last name
last_name string

The last name (individuals only).

Middle name
middle_name string

The middle name (individuals only).

Preferred name
preferred_name string

The preferred name (individuals only).

Former name
maiden_name string

The former name (individuals only).

Title 1
title1 string

The title 1 (individuals only).

Title 1
suffix1 string

The suffix 1 (individuals only).

Gender
gender string

The constituent gender (individuals only).

day
birth_date.d integer

The day in the fuzzy date.

month
birth_date.m integer

The month in the fuzzy date.

year
birth_date.y integer

The year in the fuzzy date.

Spouse first name
spouse_first_name string

The spouse's first name (individuals only).

Spouse last name
spouse_last_name string

The spouse's last name (individuals only).

Organization name
org_name string

The organization name (organizations only).

Address block
address_block string

The address block.

City and state
address_city_state string

The address city and state.

Postal code
address_post_code string

The address post code.

Primary email address
primary_email string

The primary email.

Primary phone number
primary_phone string

The primary phone.

Matched alias
matched_alias string

The matched alias name (individuals only).

Matched email
matched_email string

The matched email address.

Matched phone
matched_phone string

The matched phone number.

Is a constituent?
is_constituent boolean

Is the record a constituent?

Is deceased?
is_deceased boolean

Is the record deceased?

Is inactive?
is_inactive boolean

Is the record inactive?

NXTDataIntegrationApi.ConstituentSearchResultCollection

Constituents

Name Path Type Description
results
results array of NXTDataIntegrationApi.ConstituentSearchResult

The set of items included in the response. This may be a subset of the items in the collection.

NXTDataIntegrationApi.CreatedConstituentTribute

Created constituent tribute

Name Path Type Description
ID
id string

The ID of the newly created constituent tribute.

NXTDataIntegrationApi.CreatedTributeAcknowledgee

Created tribute acknowledgee

Name Path Type Description
ID
id string

The ID of the newly created tribute acknowledgee.

NXTDataIntegrationApi.Tribute

Tribute

Name Path Type Description
ID
id integer

The system record ID of the tribute.

Constituent ID
constituent_record_id integer

The system record ID of the constituent associated with the tribute.

Tribute type
tribute_type_name string

The tribute type.

Tribute type ID
tribute_type_id integer

The tribute type ID.

Description
description string

The tribute description.

day
start_date.d integer

The day in the fuzzy date.

month
start_date.m integer

The month in the fuzzy date.

year
start_date.y integer

The year in the fuzzy date.

day
end_date.d integer

The day in the fuzzy date.

month
end_date.m integer

The month in the fuzzy date.

year
end_date.y integer

The year in the fuzzy date.

Default fund ID
default_fund_id integer

The system record ID of the default fund associated with the tribute.

Notes
notes string

The tribute notes.

Active?
is_active boolean

Is this tribute active?

Sequence
sequence integer

The tribute sequence.

Date added
date_added date-time

The date when the tribute was created.

Date modified
date_modified date-time

The date when the tribute was last modified.

NXTDataIntegrationApi.TributeAcknowledgee

Tribute acknowledgee

Name Path Type Description
ID
id integer

The system record ID of the tribute acknowledgee.

Tribute ID
tribute_id integer

The system record ID of the tribute associated with the acknowledgee.

Relationship ID
relationships_id integer

The system record ID of the relationship (if null, this represents a self-acknowledgee).

Letter ID
letter integer

The letter ID.

Sequence
sequence integer

The tribute acknowledgee sequence.

NXTDataIntegrationApi.TributeAcknowledgeeCollection

Tribute acknowledgees

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 NXTDataIntegrationApi.TributeAcknowledgee

The set of items included in the response. This may be a subset of the items in the collection.

NXTDataIntegrationApi.TributeCollection

Tributes

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 NXTDataIntegrationApi.Tribute

The set of items included in the response. This may be a subset of the items in the collection.