Contact with Note
contact_with_note (example on postman)
Import format for sending contact information in notes
Body Params
The id field is specific to the partner and is used to keep duplicates out. The same contact record can be specified multiple times without causing duplicates.
If id is not provided then, to remove duplicates we perform a firstname + lastname + email or company_name + email. This is not ideal so try to specify an identifier.
If a note_id isn't provided then we will generate a guid for it internally
id
No
Contact ID
123ABC
String
first_name
Yes unless company name
String
last_name
Yes unless company name
String
employer
Yes unless first and last name
String
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
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 your updating contact
integer for unix timestamp (jan 1 1970) or string in UTC of ISO8601 or RFC3339 format
note_id
No
234DEF
message
No
text description of note
This is a note
String
note_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
note_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 note_time.
This field is required if an update is being performed
campaign
No
event or category of transaction. Defaults to Partner Name
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
No
larger group or fund of where the money ends up
General, Restricted, Africa
String
fund_id
No
fund identifier to minimize duplicates
String
note_type
No - Default "General"
Call
Event
General
Meeting
Received Email
Received Letter
Recurring Gift
Cancelation
Recurring Gift Update
Sent Email
Sent Letter
Visit From
Visit To
Sent Email
String
note_subject
No
String
note_body
No
Text (max 5000 characters)
occupation
No
Dentist
String
retired_or_not_employed
No
True/False or Yes/No
False
message_body
No
This is an alternative body to place note contents. This message body will display as a non-editable body in the UI of Kindful.
Text
note_sender_name
No
To indicate the sender of an email or letter type note
Tony Perkis
Text
note_sender_email
No
To indicate the sender email address of an email type note
heavyweights@kindful.com
Text