Create a new Transaction in Aegis CRM
| Parameter | Description | Additional information |
|---|---|---|
| transaction |
Define this parameter in the request body. |
| Number | Notes |
|---|---|
| #1 | The Partner, Appeal, Fund, Batch Category, and Product must already exist in Aegis CRM. |
| #2 | If Total Transaction Amount is greater than 0, than Payment.Amount must be equal to it. |
| #3 | The sum of gifts plus orders minus discounts must balance to the Total Transaction Amount. |
| #4 | Valid Country values are based on the 'ISO 3166-1 alpha-2' specification. More info: http://en.wikipedia.org/wiki/ISO_3166-1_alpha-2 |
| #5 | If Aegis CRM will be charging the credit card, set Payment.Status equal to 'Pending'. Otherwise it must be set to 'Received'. |
| #6 | The Shipping object is required for product orders. Failure to include one will mean that the item(s) cannot be fulfilled in Aegis CRM. |
| Field Name | Notes |
|---|---|
| Acknowledgements | Trigger these acknowledgements in addition to any Conditional Acknowledgements that get triggered. |
| BatchCategory | If left empty or null, no category will be assigned. |
| BatchType | If left empty or null, a default of 'Web' will be assigned. |
| Channel | If left empty or null, a default of 'Web' will be assigned. |
| DefaultPaymentType | Sets the default payment type for the batch header. |
| Gift.ApplyToPledge | If set to True and the PledgeID is empty or cannot be found, the contribution will be applied to the most recent pledge found. |
| Gift.EstimatedPercentage | The matching gift estimated percentage. Any other value outside the range of 1 to 100 will default to 100. |
| Gift.MatchingContactID | The Matching Gift Partner's ContactID. |
| InvoiceNumber | Auto-generated by Aegis CRM. Empty until the transaction has been created successfully. |
| Payment.Status | Set to 'Pending' to let the payment be processed by Aegis CRM. Otherwise set to 'Paid', 'Received', or 'Approved' if it's already been processed. |
| ProductOrder.Discount | Any discount is applied at the line item level, not the order level. Order-wide discounts should be divided accordingly. |
| RecordedBy | Leave empty by default. Should only be overridden on a case-by-case basis so the currently authenticated user is accurately reflected. |
| ReferenceNumber | Useful for 3rd party invoice numbers or transaction IDs. |
| ResponsesOverridden | If set to False, any Conditional Acknowledgements can and will be triggered. Set to True to suppress Conditional Acknowledgements. |
{
"PartnerID": "sample string 1",
"TransactionDate": "2024-04-18T08:45:51.6134665-06:00",
"TotalTransactionAmount": 3.0,
"AppealCode": "sample string 4",
"MediaOutlet": "sample string 5",
"MediaProgram": "sample string 6",
"ValidatesAttributes": true,
"SegmentCode": "sample string 8",
"Channel": "sample string 9",
"BatchType": "sample string 10",
"BatchCategory": "sample string 11",
"DefaultPaymentType": "sample string 12",
"RecordedBy": "sample string 13",
"TransactionNote": "sample string 14",
"InvoiceNumber": "sample string 15",
"ReferenceNumber": "sample string 16",
"ShippingCost": 17.0,
"TaxAmount": 18.0,
"ResponsesOverridden": true,
"Acknowledgements": [
{
"AppealID": "sample string 1",
"AppealName": "sample string 2",
"Responded": true,
"ResponseDate": "2024-04-18T08:45:51.6134665-06:00",
"ResponseType": "sample string 3"
},
{
"AppealID": "sample string 1",
"AppealName": "sample string 2",
"Responded": true,
"ResponseDate": "2024-04-18T08:45:51.6134665-06:00",
"ResponseType": "sample string 3"
},
{
"AppealID": "sample string 1",
"AppealName": "sample string 2",
"Responded": true,
"ResponseDate": "2024-04-18T08:45:51.6134665-06:00",
"ResponseType": "sample string 3"
}
],
"Notes": [
{
"PartnerID": "sample string 1",
"EnteredBy": "sample string 2",
"DateEntered": "2024-04-18T08:45:51.6134665-06:00",
"Subject": "sample string 3",
"Type": "sample string 4",
"Private": true,
"Note": "sample string 6"
},
{
"PartnerID": "sample string 1",
"EnteredBy": "sample string 2",
"DateEntered": "2024-04-18T08:45:51.6134665-06:00",
"Subject": "sample string 3",
"Type": "sample string 4",
"Private": true,
"Note": "sample string 6"
},
{
"PartnerID": "sample string 1",
"EnteredBy": "sample string 2",
"DateEntered": "2024-04-18T08:45:51.6134665-06:00",
"Subject": "sample string 3",
"Type": "sample string 4",
"Private": true,
"Note": "sample string 6"
}
],
"Payment": {
"Status": "sample string 1",
"Amount": 2.0,
"PaymentType": "sample string 3",
"Bank": "sample string 4",
"Number": "sample string 5",
"ExtraID": "sample string 6",
"ExpDate": "2024-04-18T08:45:51.6134665-06:00",
"FirstName": "sample string 7",
"MiddleName": "sample string 8",
"LastName": "sample string 9",
"EmailAddress": "sample string 10",
"Address1": "sample string 11",
"Address2": "sample string 12",
"City": "sample string 13",
"StateProvince": "sample string 14",
"PostalCode": "sample string 15",
"Country": "sample string 16",
"ContactPhone": "sample string 17",
"UpdatePrimaryMailingAddress": true,
"UpdatePrimaryEmailAddress": true
},
"Shipping": {
"ShippingOverridden": true,
"Shipto": "sample string 2",
"ShiptoAddress1": "sample string 3",
"ShiptoAddress2": "sample string 4",
"ShiptoCity": "sample string 5",
"ShiptoState": "sample string 6",
"ShiptoPostalCode": "sample string 7",
"ShiptoCountry": "sample string 8",
"ShippingNote": "sample string 9",
"ShippingMethod": "sample string 10"
},
"Gifts": [
{
"GiftAmount": 1.0,
"FundCode": "sample string 2",
"ApplyToPledge": true,
"PledgeID": "sample string 4",
"MatchingContactID": "sample string 5",
"EstimatedPercentage": 1
},
{
"GiftAmount": 1.0,
"FundCode": "sample string 2",
"ApplyToPledge": true,
"PledgeID": "sample string 4",
"MatchingContactID": "sample string 5",
"EstimatedPercentage": 1
},
{
"GiftAmount": 1.0,
"FundCode": "sample string 2",
"ApplyToPledge": true,
"PledgeID": "sample string 4",
"MatchingContactID": "sample string 5",
"EstimatedPercentage": 1
}
],
"ProductOrders": [
{
"FundCode": "sample string 1",
"ProductSKU": "sample string 2",
"WarehouseID": "sample string 3",
"Quantity": 4,
"Price": 1.0,
"Discount": 5.0,
"Attributes": [
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
}
]
},
{
"FundCode": "sample string 1",
"ProductSKU": "sample string 2",
"WarehouseID": "sample string 3",
"Quantity": 4,
"Price": 1.0,
"Discount": 5.0,
"Attributes": [
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
}
]
},
{
"FundCode": "sample string 1",
"ProductSKU": "sample string 2",
"WarehouseID": "sample string 3",
"Quantity": 4,
"Price": 1.0,
"Discount": 5.0,
"Attributes": [
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
},
{
"Name": "sample string 1",
"Value": "sample string 2"
}
]
}
],
"Attributes": [
{
"AttributeName": "sample string 1",
"AttributeValue": "sample string 2"
},
{
"AttributeName": "sample string 1",
"AttributeValue": "sample string 2"
},
{
"AttributeName": "sample string 1",
"AttributeValue": "sample string 2"
}
]
}
<TransactionModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BDS.Web.WebApi.Models">
<Acknowledgements>
<TransactionModel.AcknowledgementModel>
<AppealID>sample string 1</AppealID>
<AppealName>sample string 2</AppealName>
<Responded>true</Responded>
<ResponseDate>2024-04-18T08:45:51.6134665-06:00</ResponseDate>
<ResponseType>sample string 3</ResponseType>
</TransactionModel.AcknowledgementModel>
<TransactionModel.AcknowledgementModel>
<AppealID>sample string 1</AppealID>
<AppealName>sample string 2</AppealName>
<Responded>true</Responded>
<ResponseDate>2024-04-18T08:45:51.6134665-06:00</ResponseDate>
<ResponseType>sample string 3</ResponseType>
</TransactionModel.AcknowledgementModel>
<TransactionModel.AcknowledgementModel>
<AppealID>sample string 1</AppealID>
<AppealName>sample string 2</AppealName>
<Responded>true</Responded>
<ResponseDate>2024-04-18T08:45:51.6134665-06:00</ResponseDate>
<ResponseType>sample string 3</ResponseType>
</TransactionModel.AcknowledgementModel>
</Acknowledgements>
<AppealCode>sample string 4</AppealCode>
<AuthorizedPaymentID>ca117b41-5930-433c-bb04-c7b6e0a62d2f</AuthorizedPaymentID>
<BatchCategory>sample string 11</BatchCategory>
<BatchType>sample string 10</BatchType>
<Channel>sample string 9</Channel>
<DefaultPaymentType>sample string 12</DefaultPaymentType>
<InvoiceNumber>sample string 15</InvoiceNumber>
<MediaOutlet>sample string 5</MediaOutlet>
<MediaProgram>sample string 6</MediaProgram>
<PartnerID>sample string 1</PartnerID>
<Payment>
<Address1>sample string 11</Address1>
<Address2>sample string 12</Address2>
<Amount>2</Amount>
<Bank>sample string 4</Bank>
<City>sample string 13</City>
<ContactPhone>sample string 17</ContactPhone>
<Country>sample string 16</Country>
<EmailAddress>sample string 10</EmailAddress>
<ExpDate>2024-04-18T08:45:51.6134665-06:00</ExpDate>
<ExtraID>sample string 6</ExtraID>
<FirstName>sample string 7</FirstName>
<LastName>sample string 9</LastName>
<MiddleName>sample string 8</MiddleName>
<Number>sample string 5</Number>
<PaymentType>sample string 3</PaymentType>
<PostalCode>sample string 15</PostalCode>
<StateProvince>sample string 14</StateProvince>
<Status>sample string 1</Status>
<UpdatePrimaryEmailAddress>true</UpdatePrimaryEmailAddress>
<UpdatePrimaryMailingAddress>true</UpdatePrimaryMailingAddress>
</Payment>
<RecordedBy>sample string 13</RecordedBy>
<ReferenceNumber>sample string 16</ReferenceNumber>
<ResponsesOverridden>true</ResponsesOverridden>
<SegmentCode>sample string 8</SegmentCode>
<Shipping>
<ShippingMethod>sample string 10</ShippingMethod>
<ShippingNote>sample string 9</ShippingNote>
<ShippingOverridden>true</ShippingOverridden>
<Shipto>sample string 2</Shipto>
<ShiptoAddress1>sample string 3</ShiptoAddress1>
<ShiptoAddress2>sample string 4</ShiptoAddress2>
<ShiptoCity>sample string 5</ShiptoCity>
<ShiptoCountry>sample string 8</ShiptoCountry>
<ShiptoPostalCode>sample string 7</ShiptoPostalCode>
<ShiptoState>sample string 6</ShiptoState>
</Shipping>
<ShippingCost>17</ShippingCost>
<TaxAmount>18</TaxAmount>
<TotalTransactionAmount>3</TotalTransactionAmount>
<TransactionDate xmlns:d2p1="http://schemas.datacontract.org/2004/07/System">
<d2p1:DateTime>2024-04-18T14:45:51.6134665Z</d2p1:DateTime>
<d2p1:OffsetMinutes>-360</d2p1:OffsetMinutes>
</TransactionDate>
<TransactionNote>sample string 14</TransactionNote>
<ValidatesAttributes>true</ValidatesAttributes>
</TransactionModel>