Contact with Note

contact_with_note (example on postman)

Import format for sending contact information in notes

Body Params

data_format
string
action_type
string
data_type
string

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

columns
required
notes
example
type

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

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

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

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

No

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

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