Batch API, gift types

Pierre Bossé

Hi everyone, I am new to the Batch API, looking at the end point I see that there is 4 categories of gift types that can be created. There is Pledge, Pledge payment, Recurring Gift and Stock. Is these gift types fix and how can we created a OTG or Pay Cash. Also is there more documentation on Batch APi other than the online end point structure. Thanks

Alex Wong

@Pierre Boss

the gift and gift v2 api creates gift endpoint have specific gift type that can be created, and that's fixed.

what is OTG?

pay-cash is pledge payment and can be created via gift v2 api's post create gift endpoint.

According to information from BBCON, BB is working on further enchancing gift batching API endpoints, to come in the next few months.

Pierre Bossé

@Alex Wong Thank you Alex for this precious information. I will try the pledge payment as a pay cash.

Pierre Bossé

@Alex Wong, In fact the Pay-Cash i am talking about is a Donation (one time gift). I know i can create this gift with the gift batch V1. Can we create a donation with Gift Batch V2. I have also another question, on Gift Batch V2 when it is a credit card method, where do i take the account_token and configuration_id. Thanks

Alex Wong

@Pierre Boss
there needs to be some clarities here:

• gift v1 is a group of gift endpoints that have many gift related operations (i.e. create a gift directly, add a gift into a web gift batch, get gift, update gift, create gift custom fields, etc, etc)
• gift v2 is an additional group of gift endpoint that is not supported in gift v1 groups of endpoints: get pledge installments, get pledge payment details, create pledge, get batch gift, edit batch gift, etc)
• gift batch (you can “think” of it as v1, but there is no v2 yet NOR we know if it will be “called” v2, Blackbaud may just add all the functionalities direclty in the gift v2 group) allows for only very limited batch operations (create a webview batch, delete a webview batch, and list webview batch).

both gift v1 and gift v2 has a “create gift in batch” endpoint, without testing it, I can't really tell you what is the difference and if you want to use one over the other. Looking at the API reference, it does appears that v2 “add gift to batch” has more capability.

As for account_token and configuration_id property in the payments array, it is not required. I do think BB intended some “functionalities” related to auto-bank rec with these properties, but since these endpoints are in PREVIEW, the documentation doesn't really give too much details.

Pierre Bossé

@Alex Wong Thank you Alex for these details. I will continue testing both.