Transactions

GET transactions.{format}

Authentication
Yes PRIVATE API Token
URI Parameters
status Status of the transaction, will accept any combination of the following separated by commas: collected, voided, refunded, pending
transaction_type Type of the transaction, will accept any combination of the following separated by commas: sale, credit, offline, recurring, non-payment. Will also accept unique paramater of “errors” which returns transactions with error statuses – “errors” must be the only transaction_type set in the request
keyword_type Type of keyword associated with the transaction, will accept only one of the following: pledging, crowdfunding, social
start_date Date in %m/%d/%y format, will filter transactions to all created on or after start_date
end_date Date in %m/%d/%y format, will filter transactions to all created on or before end_date
amount_min Minimum amount for transactions, accepts decimal format, will filter transactions to all with settled amount greater than or equal to amount_min
amount_max Maximum amount for transactions, accepts decimal format, will filter transactions to all with settled amount less than or equal to amount_max
keyword Keyword associated with the transaction, will perform substring matching
phone Phone number associated with the transaction, will perform substring matching
campaign Campaign associated with the transaction, will perform substring matching
last_name Last name associated with donor on the transaction, will perform substring matching
first_name First name associated with donor on the transaction, will perform substring matching
last_4 Last 4 digits of the credit card associated with the transaction, exact matches only
Response Parameters
transaction
Shortcode
Keyword
Type Type of keyword
Volunteer Fundraiser Name of volunteer fundraiser, if applicable
Transaction Date Date the transaction is authorized with payment processor
Donation Date Date the transaction process began
IP Address IP address of transaction
Collected Amount
Pledges Amount Amount specified in the original text message, should it differ from Collected
Cc type Donor card type (i.e. Visa, Discover, etc)
Phone
First name
Last name
Street Address
City
State
Zip
Email
Billing status Corresponding column for status in params
Billing type Corresponding column for transaction_type in params
Donation Unique ID assigned to the original Donation – recurring transactions from the same Donation will have the same value in this column
Billing transaction Unique ID for the transaction
Source Source of collection (i.e. Paid via Mobile Web, Call Center)
Fulfillment Calls Number of collection phone calls made to donor prior to collection
Fulfillment Texts Number of collection text messages sent to donor prior to collection
Memo Notes taken by call center attendee regarding the collection. Notes from mobile app.
Frequency Frequency of the transaction (i.e. One Time, Monthly, Quarterly, Annually)
Anonymous Yes or No depending on Anonymous checkbox being selected during collection process
Custom Columns Any custom fields that appear on your Forms will appear as columns with the same name

Request Example

WINDOWS USERS – Please see note at the end

In order to prevent timeouts we use an asynchronous system – making the API call will return a report ID which you can use to retrieve the report asynchronously

curl -v -D - -H 'Authorization: Token token="[private_api_token_here]"' -H "Accept: application/json" -H "Content-type: application/json" -X GET -d ' {"status":"collected,pending","transaction_type":"sale,credit","amount_min":"50.00"}' "https://fundraise.givesmart.com/api/v2/reports/transactions.json?"

Will return:

{ "id": "[report_id_here]" }

The ID can then be passed like so:

curl -v -D - -H 'Authorization: Token token="[private_api_token_here]"' -H "Accept: application/json" -H "Content-type: application/json" -X GET -d ' {"id":"[report_id_here]"}' "https://fundraise.givesmart.com/api/v2/reports/results.json?"

Please note that the .json suffix here can be replaced with .xml or .csv to have the payload delivered in the desired format

By default these commands will not work on the Windows command prompt as it does not escape double quotes properly. Windows users can use Cygwin to have a Unix-like command prompt, or they can structure the calls to escape the quotes like so:

curl -H "Authorization: Token token=\"[private_api_token_here]\"" -H "Accept: application/json" -H "Content-type: application/json" -X GET -d " {\"status\":\"collected,pending\",\"transaction_type\":\"sale,credit\",\"amount_min\":\"50.00\"}" https://fundraise.givesmart.com/api/v2/reports/transactions.json?

and

curl -H "Authorization: Token token=\"[private_api_token_here]\"" -H "Accept: application/json" -H "Content-type: application/json" -X GET -d " {\"id\":\"[report_id_here]\"}" https://fundraise.givesmart.com/api/v2/reports/results.json?