Contact with Transaction

contact_with_transaction (example on postman)

Use this format for importing contact and transaction data in one record into a Kindful Organization account

Body Params

data_format
string
action_type
string
data_type
string

The id field is an (API) application-specific field and is used to prevent duplicates when multiple applications are connected to the same Organization account.

For more information about creating and updating records, please see Intro to Record Matching

If id is not provided then:
To remove duplicates, we match based upon an exact match of firstname + lastname + email or company_name + email.

This is not ideal, so specify an identifier if at all possible.

If a transaction_id isn't provided then we will generate a guid for it, to be used internally.

columns
required
notes
example
type

id

No

Contact ID

123ABC

String

first_name

Yes unless company_name is populated

last_name

Yes unless company_name is populated

String

company_name

Yes unless first and last name are populated

Use company_name if the contact is not an individual but a company. First and last name can be blank in this case, if you specify First and Last Name, this will be the Primary Contact Name on the Organization Record.

String

employer

No

Company that individual works for

email

No

valid email address

String

alt_email

No

valid email address

String

addr1

No

String

addr2

No

String

city

No

String

state

No

state abbreviation TN,NY

String

postal

No

valid country postal code. 5 digits if United States

String

country

No

United States

http://www.worldatlas.com/aatlas/ctycodes.htm the full name from the list above. the A2 (ISO) code also can be used.

title

No

Mr, Ms, Dr

String

birthday

No

yyyy/mm/dd
yyyy-mm-dd

String

primary_phone

No

digits or with () - -

String

alt_phone

No

String

fax_phone

No

String

spouse_first

No

String

spouse_last

No

String

gender

No

Male = M, Female=F, Unknown=U. if blank the gender will be guessed based on name

M

M/F/U

stripe_customer_id

No

cus_1234

authorize_customer_id

No

customer id in authorize.net's CIM

paypal_payer_id

No

payer_id from Paypal Basic

created_at

No

integer for unix timestamp (jan 1 1970) or string in UTC of ISO8601 or RFC3339 format

updated_at

No
Yes if action = update and you are updating that contact

integer for unix timestamp (jan 1 1970) or string in UTC of ISO8601 or RFC3339 format

transaction_id

No

234DEF

amount_in_cents

Yes

this is in cents. so 500 = $5.00

500

Must be > 0

currency

No

lowercase

usd

transaction_time

Yes

integer for unix timestamp (jan 1 1970) or string in UTC of ISO8601 or RFC3339 format

1444762572
2015-10-13 18:56:12 UTC
2015-10-13T18:56:12+00:00

transaction_updated_at

No
Yes if action = update

integer for unix timestamp (jan 1 1970) or string in UTC of ISO8601 or RFC3339 format

If not specified it will be set to transaction_time.

This field is required if an update is being performed

campaign

No

event or category of transaction. Defaults to Partner Name

https://support.kindful.com/hc/en-us/articles/217204108

Gala, General, Mail Appeal

String

campaign_id

No

campaign identifier to minimize duplicates

String

parent_campaign

No

parent_campaign is only needed if you organize your campaigns in a hierarchy (for example, you organize your campaigns into categories). If parent_campaign is provided, it will be the parent of the provided campaign.

Events, Galas

String

parent_campaign_id

No

String

fund

Yes (if unknown, pass 'General')

larger group or fund of where the money ends up
https://support.kindful.com/hc/en-us/articles/217204108

General, Restricted, Africa

String

fund_id

Yes (if unknown, pass '1')

fund identifier to minimize duplicates

String

acknowledged

No

used to determine if additional communication has occurred in addition to a transaction receipt email

Y,N,0,1,true,false

boolean

transaction_note

No

text details about transaction

Text (max 2000 characters)

stripe_charge_id

No

Stripe charge token for identifying charge

ch_12345

String

authorize_transaction_id

No

Authorize Transaction Id

String

paypal_transaction_id

No

Paypal Transaction Id

String

transaction_type

No

cash
check
consolidated
credit
eft
offline_recurring
one_time_transaction
paypal
payroll_deduction
shopify
square
stock

check

String

check_num

No

number on the check

card_type

No

credit card type. defaults to blank. if card_type is provided the transaction_type will be defaulted to "credit"

mastercard, master card,visa,discover,amex,american express,

String

non_tax_deductible_amount_in_cents

No

assumed to be zero

Integer

is_donation

No

assumed 'Yes' unless specified, this field affects verbiage on the activity record in Kindful. It has no bearing on the deductibility of transactions

Y,N,0,1,true,false

Boolean

cause

No

General

String

cause_id

No

12345

String

team

No

General

String

team_id

No

12345

String

team_member_first_name

No

John

String

team_member_last_name

No

Smith

String

team_member_id

No

12345

String

occupation

No

Dentist

String

retired_or_not_employed

No

True/False or Yes/No

False

To mark a transaction as refunded:
• Send the same transaction_id as an UPDATE
• Pass a negative transaction amount equivalent to the orginal value in cents. For example amount_in_cents: -500