Updating Recurring Gifts with new card/account tokens

Cameron Powell
Cameron Powell
Second Anniversary Facilitator 1 June 2023 Monthly Challenge
in Merchant Services APIs

I am exploring the possibility of automating updates to recurring gift configurations using the NXT and payments APIs.

Currently we are able to successfully tokenise cards and accounts using the payments API and take once off gifts, however I am unable to see in the documentation where we may be able to update a constituent's record to use these new card_token or account_token fields for future processing.

Could anyone comment on the best way to achieve this?

Thanks in advance!

Comments

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Cameron Powell Are you able to clarify if you are just trying to update a card on an existing recurring gift here or if you are trying to actually store the token for a potential future gift from the constituent?

  • Cameron Powell
    Cameron Powell
    Second Anniversary Facilitator 1 June 2023 Monthly Challenge

    Hi @Anthony Gallo

    The card has already been stored for future use using the Payments API. I would like to update the recurring gift to use this cardtoken value. I can see it can be supplied for creating new recurring gifts, however the update methods do not seem to accept a card_token at all.

    Ie/ The POST method for creating a new recurring gift accepts a Create payment entity that accepts an account_token used for supplying either card tokens or bank account tokens. This seems to be missing from the PATCH method for a recurring gift. There does not seem to be an endpoint for creating gift ammendments either.

  • Cameron Powell
    Cameron Powell
    Second Anniversary Facilitator 1 June 2023 Monthly Challenge

    Hi @Anthony Gallo

    Any thoughts or suggestions on this one?

    Cheers,

    Cameron

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply

    @Cameron Powell

    We would need to know if these are existing automated gifts or if you are trying to automate manual (db view) gifts. If it is the latter, then we have an endpoint to accomplish the conversion. If it is the former, we do not have a public endpoint to accomplish that task at this time.


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