Qodex.ai

Update Commitments

PATCH {{_endpoint}}/services/data/v{{version}}/connect/fundraising/commitments/:commitmentId

Modify the schedule or payment instrument metadata on an existing active gift commitment.

Required Attributes:

  • {commitmentId}

  • amount

  • transactionPeriod (Monthly, Weekly, Yearly, etc.)

  • startDate

  • paymentInstrument.type

All other attributes are optional can be left as an empty string or just removed from the request body entirely. The only exceptions to this are:

  • CustomFields collections - These cannot be left in the request body as an empty collection or with an empty string for the FieldName.

Validated Property Formats (an empty string is considered valid)

  • DateTime - YYYY-MM-DDTHH:MM:SSZ

  • Date - YYYY-MM-DD

  • Email - a valid formatted email address

Other Attributes

  • OutreachSource -- This is optional. Be sure to create the OutreachSourceCode record in the system if passing a value

  • Will accept either an OutreachSourceCode.id (SalesforceId) or an OutreachSourceCode.Code.

Custom Fields

  • The field_value can be a text string (inc. for a date data-type) or a numeric value (without quotes)

  • Do not include an empty collection or an empty fieldName in the request body

Request Body

{"amount"=>150.25, "transactionPeriod"=>"monthly", "transactionInterval"=>3, "transactionDay"=>"5", "startDate"=>"2024-07-06", "endDate"=>"2024-07-06", "campaign"=>{"id"=>"<CAMPAIGN_ID>"}, "outreachSourceCode"=>{"id"=>"<SOURCE_CODE_ID>", "sourceCode"=>"AnimalEmailCampaign2023"}, "donor"=>{"donorType"=>"individual", "organizationName"=>"mini cat town", "firstName"=>"David", "lastName"=>"Taylor", "phone"=>"510-434-8920", "email"=>"davidtaylor@salesforce.com", "address"=>[{"addressType"=>"mailing", "street"=>"123 Main Street", "city"=>"Oakland", "state"=>"CA", "postalCode"=>"94610", "country"=>"US"}], "accountCustomFields"=>[{"fieldName"=>"string", "fieldValue"=>"string"}]}, "paymentInstrument"=>{"type"=>"credit card", "accountHolderName"=>"david taylor", "expiryMonth"=>"10", "expiryYear"=>"2026", "last4"=>"4585", "cardBrand"=>"visa", "bankName"=>"chase", "digitalWalletProvider"=>"apple pay", "bankAccountHolderType"=>"primary", "bankAccountType"=>"checking", "bankAccountNumber"=>"123456", "bankCode"=>"HBUK", "gatewayName"=>"stripe", "processorName"=>"classy", "processorPaymentReference"=>"string", "gatewayReference"=>"string"}, "giftCommitmentCustomFields"=>[{"fieldName"=>"string", "fieldValue"=>"string"}], "giftCommitmentScheduleCustomFields"=>[{"fieldName"=>"string", "fieldValue"=>"string"}]}

RESPONSES

status: OK

{&quot;success&quot;:true,&quot;links&quot;:{&quot;giftcommitment&quot;:{&quot;href&quot;:&quot;/services/data/vXX.X/sobjects/sObject/\u003cSFDC_GIFT_COMMITMENT_ID\u003e&quot;,&quot;id&quot;:&quot;\u003cSFDC_GIFT_COMMITMENT_ID\u003e&quot;},&quot;giftcommitmentschedule&quot;:{&quot;href&quot;:&quot;/services/data/vXX.X/sobjects/sObject/\u003cSFDC_GIFT_COMMITMENT_SCHEDULE_ID\u003e&quot;,&quot;id&quot;:&quot;\u003cSFDC_GIFT_COMMITMENT_SCHEDULE_ID\u003e&quot;}}}