Creating an organization contact
The API provides the feature to create an organization with more extended information like address, email, phone and profile information, in order to create an organization we need to pass at least profile information. The API works as per duplicate prevention and if there is one exist, the new information will be attached to that existing organization.
Request Information
Body Parameters
Body parameters need to be integrated as json key value collection followed by valid object notations, below if the list of parameters can be sent as request body by an integrator.
Contact Information of Organization
Name | Description | Type | Additional information |
---|---|---|---|
ContactImageBase64 | string |
None. |
|
ProfileInfo |
Profile Information of the Organization |
OrganizationContactProfile |
None. |
Employees | Collection of OrganizationEmployee |
None. |
|
PrimaryNPContact |
Specifiy the Primary Non Profit Contact Information. |
SearchableContact |
None. |
Salutations |
Salutations for the Contact. Ignore setting values for 'Id' and 'RelatedToId' field. |
Salutations |
None. |
PhotoUrl |
Dont Set the Value for this field explicitly. |
string |
None. |
MemorialDate |
Memorial Date |
date |
None. |
ContactSourceId |
The Contact Source Id |
integer |
None. |
CommonAddresses |
Addresses for this contact |
CommonAddresses |
None. |
CrucialInformation |
Crucial Information |
string |
None. |
ContactTags |
List of Contact Tags. List of Tags can be obtained from Lookup query. For creating new tags, pass the same tag-name in 'Id' and 'Value' records of this collection object. |
Collection of Object |
None. |
Communications |
The Communication Media |
CommunicationMedia |
None. |
SocialMedias |
List of Social Medias associated with the Contact |
Collection of Object |
None. |
ContactEngagements | Collection of EngagementDetail |
None. |
|
FinancialDetails | FinancialDetails |
None. |
|
Id | integer |
None. |
|
RelatedToId | integer |
None. |
|
MergedWith_Or_Secondary_Id | integer |
None. |
|
MergeType | string |
None. |
|
SortOrder | integer |
None. |
Request Format
Below is the typical object of the request, in order to use the API for various requirement, refer the documentation.
{ "ContactImageBase64": "String Parameter 1", "ProfileInfo": { "OrganizationName": "String Parameter 1", "WebsiteUrl": "String Parameter 2", "NoOfEmployees": 1, "YearFounded": 1, "JobContactInfo": { "JobTitle": "String Parameter 1", "ContactFor": "String Parameter 2" }, "ContactSourceId": 1, "PrimaryNonProfitContactId": 1 }, "Employees": [ { "Active": true, "ContactFor": "String Parameter 2", "ContactID": 3, "ContactName": "String Parameter 4", "CurrentOrganization": true, "Designation": "String Parameter 6", "Email": "String Parameter 7", "OrganizationName": "String Parameter 8", "OrgContactId": 9, "Phone": "String Parameter 10", "PhotoUrl": "String Parameter 11", "PrimaryContact": true }, { "Active": true, "ContactFor": "String Parameter 2", "ContactID": 3, "ContactName": "String Parameter 4", "CurrentOrganization": true, "Designation": "String Parameter 6", "Email": "String Parameter 7", "OrganizationName": "String Parameter 8", "OrgContactId": 9, "Phone": "String Parameter 10", "PhotoUrl": "String Parameter 11", "PrimaryContact": true } ], "PrimaryNPContact": { "MiddleName": "String Parameter 1", "LastName": "String Parameter 2", "NickName": "String Parameter 3", "PrefixId": 1, "SuffixId": 1, "GenderId": 1, "BirthDate": "2025/01/14 11:05:37", "ContactUniqueId": "String Parameter 4", "ContactSourceId": 1, "ContactName": "String Parameter 5", "Emails": [ { "EmailTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "IsVerified": true, "EmailId": "String Parameter 1", "Id": 2, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 3", "SortOrder": 1 }, { "EmailTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "IsVerified": true, "EmailId": "String Parameter 1", "Id": 2, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 3", "SortOrder": 1 } ], "ShippingAddress": { "AddressLine1": "String Parameter 1", "AddressLine2": "String Parameter 2", "AddressLine3": "String Parameter 3", "AddressLine4": "String Parameter 4", "PostalCode": "String Parameter 5", "City": "String Parameter 6", "County": "String Parameter 7", "Country": "String Parameter 8", "StateRegionProvince": "String Parameter 9", "AddressType": "String Parameter 10", "Plus4Code": "String Parameter 11", "SetAsMailing": true, "SameAsMailing": true, "AddressCategory": "String Parameter 14", "FormattedAddress": "String Parameter 15", "Id": 16, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 17", "SortOrder": 1 }, "Email": "String Parameter 6", "Fax": "String Parameter 7", "Phone": "String Parameter 8", "CountryCode": "String Parameter 9", "Extension": "String Parameter 10", "AddressLine1": "String Parameter 11", "AddressLine2": "String Parameter 12", "AddressLine3": "String Parameter 13", "AddressLine4": "String Parameter 14", "City": "String Parameter 15", "State": "String Parameter 16", "Zip": "String Parameter 17", "County": "String Parameter 18", "Country": "String Parameter 19", "Id": 20, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 21", "SortOrder": 1 }, "Salutations": { "FormalSalutation": { "Id": "String Parameter 1", "Value": "String Parameter 2" }, "InformalSalutation": { "Id": "String Parameter 1", "Value": "String Parameter 2" }, "Id": 1, "RelatedToId": 1 }, "PhotoUrl": "String Parameter 3", "MemorialDate": "2025/01/14 11:05:37", "ContactSourceId": 1, "CommonAddresses": { "MailingAddress": { "VerificationDetails": { "Latitude": 1.1, "Longitude": 1.1, "CarrierRoute": "String Parameter 1", "DeliveryPointBarcode": "String Parameter 2", "AddressCensusStatistics": "String Parameter 4", "AddressJurisdictions": "String Parameter 5" }, "AddressType": "Mailing", "AddressLine1": "String Parameter 2", "AddressLine2": "String Parameter 3", "AddressLine3": "String Parameter 4", "AddressLine4": "String Parameter 5", "PostalCode": "String Parameter 6", "City": "String Parameter 7", "County": "String Parameter 8", "Country": "String Parameter 9", "StateRegionProvince": "String Parameter 10", "Plus4Code": "String Parameter 11", "SetAsMailing": true, "SameAsMailing": true, "AddressCategory": "String Parameter 14", "FormattedAddress": "String Parameter 15", "Id": 16, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 17", "SortOrder": 1 }, "BillingAddress": { "VerificationDetails": { "Latitude": 1.1, "Longitude": 1.1, "CarrierRoute": "String Parameter 1", "DeliveryPointBarcode": "String Parameter 2", "AddressCensusStatistics": "String Parameter 4", "AddressJurisdictions": "String Parameter 5" }, "AddressType": "Billing", "AddressLine1": "String Parameter 2", "AddressLine2": "String Parameter 3", "AddressLine3": "String Parameter 4", "AddressLine4": "String Parameter 5", "PostalCode": "String Parameter 6", "City": "String Parameter 7", "County": "String Parameter 8", "Country": "String Parameter 9", "StateRegionProvince": "String Parameter 10", "Plus4Code": "String Parameter 11", "SetAsMailing": true, "SameAsMailing": true, "AddressCategory": "String Parameter 14", "FormattedAddress": "String Parameter 15", "Id": 16, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 17", "SortOrder": 1 }, "OtherAddress": [ { "AddressLine1": "String Parameter 1", "AddressLine2": "String Parameter 2", "AddressLine3": "String Parameter 3", "AddressLine4": "String Parameter 4", "PostalCode": "String Parameter 5", "City": "String Parameter 6", "County": "String Parameter 7", "Country": "String Parameter 8", "StateRegionProvince": "String Parameter 9", "AddressType": "String Parameter 10", "Plus4Code": "String Parameter 11", "SetAsMailing": true, "SameAsMailing": true, "AddressCategory": "String Parameter 14", "FormattedAddress": "String Parameter 15", "Id": 16, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 17", "SortOrder": 1 }, { "AddressLine1": "String Parameter 1", "AddressLine2": "String Parameter 2", "AddressLine3": "String Parameter 3", "AddressLine4": "String Parameter 4", "PostalCode": "String Parameter 5", "City": "String Parameter 6", "County": "String Parameter 7", "Country": "String Parameter 8", "StateRegionProvince": "String Parameter 9", "AddressType": "String Parameter 10", "Plus4Code": "String Parameter 11", "SetAsMailing": true, "SameAsMailing": true, "AddressCategory": "String Parameter 14", "FormattedAddress": "String Parameter 15", "Id": 16, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 17", "SortOrder": 1 } ] }, "CrucialInformation": "String Parameter 4", "ContactTags": null, "Communications": { "Emails": [ { "EmailTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "IsVerified": true, "EmailId": "String Parameter 1", "Id": 2, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 3", "SortOrder": 1 }, { "EmailTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "IsVerified": true, "EmailId": "String Parameter 1", "Id": 2, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 3", "SortOrder": 1 } ], "Phones": [ { "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "PhoneTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "PhoneNumber": "String Parameter 1", "FormattedPhoneNumber": "String Parameter 2", "CountryCode": "String Parameter 3", "Extension": "String Parameter 4", "Id": 6, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 7", "SortOrder": 1 }, { "SharingInfo": { "SharedWith": [ { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true }, { "ContactId": 1, "ContactName": "String Parameter 2", "IsRemoved": true, "IsRecordOwner": true } ] }, "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "PhoneTypes": [ { "Id": 1, "Value": "String Parameter 1" }, { "Id": 1, "Value": "String Parameter 1" } ], "PhoneNumber": "String Parameter 1", "FormattedPhoneNumber": "String Parameter 2", "CountryCode": "String Parameter 3", "Extension": "String Parameter 4", "Id": 6, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 7", "SortOrder": 1 } ], "Communication": { "PhoneCallPreference": true, "MailPreference": true, "EmailPreference": true, "Id": 1, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 2", "SortOrder": 1 } }, "SocialMedias": null, "ContactEngagements": [ { "TypeId": 1, "InteractionType": "String Parameter 1", "InteractionId": 2, "Title": "String Parameter 3", "Date": "2025/01/14 11:05:37", "Category": "String Parameter 5", "CategoryValue": "String Parameter 6", "ReferenceCategoryId": "String Parameter 7", "StatusId": 8, "StatusValue": "String Parameter 9", "UserId": "String Parameter 10", "User": "String Parameter 11", "ParentInteractionId": 1, "ReminderSet": true, "CommunicationType": "String Parameter 13", "ReminderDateTime": "2025/01/14 11:05:37", "ReminderValue": 1, "ReminderDurationId": 1, "ReminderDurationIdValue": "String Parameter 14", "ReminderOccurs": "String Parameter 15", "NotifyViaEmail": true, "Notes": [ { "Id": 1, "Description": "String Parameter 2", "RelatedToId": 1, "Date": "2025/01/14 11:05:37", "User": "String Parameter 4" }, { "Id": 1, "Description": "String Parameter 2", "RelatedToId": 1, "Date": "2025/01/14 11:05:37", "User": "String Parameter 4" } ], "InteractionContacts": [ { "ContactId": 1, "RelatedToId": 1 }, { "ContactId": 1, "RelatedToId": 1 } ], "PriorityId": 17 }, { "TypeId": 1, "InteractionType": "String Parameter 1", "InteractionId": 2, "Title": "String Parameter 3", "Date": "2025/01/14 11:05:37", "Category": "String Parameter 5", "CategoryValue": "String Parameter 6", "ReferenceCategoryId": "String Parameter 7", "StatusId": 8, "StatusValue": "String Parameter 9", "UserId": "String Parameter 10", "User": "String Parameter 11", "ParentInteractionId": 1, "ReminderSet": true, "CommunicationType": "String Parameter 13", "ReminderDateTime": "2025/01/14 11:05:37", "ReminderValue": 1, "ReminderDurationId": 1, "ReminderDurationIdValue": "String Parameter 14", "ReminderOccurs": "String Parameter 15", "NotifyViaEmail": true, "Notes": [ { "Id": 1, "Description": "String Parameter 2", "RelatedToId": 1, "Date": "2025/01/14 11:05:37", "User": "String Parameter 4" }, { "Id": 1, "Description": "String Parameter 2", "RelatedToId": 1, "Date": "2025/01/14 11:05:37", "User": "String Parameter 4" } ], "InteractionContacts": [ { "ContactId": 1, "RelatedToId": 1 }, { "ContactId": 1, "RelatedToId": 1 } ], "PriorityId": 17 } ], "FinancialDetails": { "FirstGiftAmount": 1.0, "FirstGiftDate": "2025/01/14 11:05:37", "LastGiftAmount": 2.0, "LastGiftDate": "2025/01/14 11:05:37", "TotalGiftAmount": 3.0, "AverageGiftAmount": 4.0, "MostCommonGiftAmount": 5.0, "DonorRecencyInDays": 6, "DonorRecencyInMonths": 7, "LargetsGiftAmount": 8.0, "NoOfGifts": 9, "TotalAmount": 10.0, "TotalCredit": 11.0, "TotalPaid": 12.0, "TotalDue": 13.0, "TotalDiscount": 14.0 }, "Id": 6, "RelatedToId": 1, "MergedWith_Or_Secondary_Id": 1, "MergeType": "String Parameter 7", "SortOrder": 1 }
Creating organization Individual
Below is the sample to create an organization contact:
{ "ProfileInfo": { "OrganizationName": "Fundly", "WebsiteUrl": "http://www.fundly.com", "NoOfEmployees": 100, "YearFounded": 2005, "JobContactInfo": { "JobTitle": "Attender", "ContactFor": "Meena J S V", "RelatedToId":0 } }, "ContactSourceId": 2, "CommonAddresses": { "MailingAddress": { "AddressType": "Mailing", "AddressLine1": "Address 1", "AddressLine2": "Address 2", "AddressLine3": "Address 3", "PostalCode": "380008", "City": "Ahmedabad", "Country": "India", "StateRegionProvince": "GJ", "RelatedToId":0 }, "BillingAddress": { "SameAsMailing": true, "AddressType": "Mailing", "AddressLine1": "Address 1", "AddressLine2": "Address 2", "AddressLine3": "Address 3", "PostalCode": "380008", "City": "Ahmedabad", "Country": "India", "StateRegionProvince": "GJ", "RelatedToId":0 } }, "Communications": { "Emails": [ { "EmailTypes": [ { "Id": 66, "Value": "Office" } ], "Usage": { "IsPrimary": true, "UsedForCommunication": true }, "EmailId": "fundly.iqr@gmail.com", "RelatedToId":0 } ], "Phones": [ { "Usage": { "IsPrimary": true, "UsedForCommunication": true, "SameHousehold": true }, "PhoneTypes": [ { "Id": 2090, "Value": "Business" }, { "Id": 2091, "Value": "Mobile" } ], "PhoneNumber": "079-25878887", "CountryCode": "IN", "Extension": "0422", "RelatedToId":0 } ], "Communication": { "PhoneCallPreference": true, "MailPreference": true, "EmailPreference": true, "RelatedToId":0 } } }
Response Information
Resource Description
ITypedResponse with list of all IDs and their respective Values that were generated while saving this contact be wrapped inside.
ITypedResponseOfListOfGenericKeyValueOfStringAndStringName | Description | Type | Additional information |
---|---|---|---|
Result | Collection of GenericKeyValueOfStringAndString |
None. |
|
Category | string |
None. |
Response Formats
Sample not available.