Updating the Gift Type on records
Hi All,
I have a question about modifying Gift Type after it’s been entered into a record. For example: Is it possible to change the Gift Type on a record (e.g., updating "Smith’s" Gift Type from Cash to Soft Credit) after it’s been saved? If yes, which API call or method should I use to achieve this?
I came across the API call below to update certain gift fields, but it doesn’t seem to support modifying the Gift Type field specifically.
Thank you!
Comments
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@Venky Immadisetty
Hi, “soft credit” is not a gift type. “Cash” is, which is “One-time gift” in webview, which is “Donation” in API, they all mean the same thing.You cannot “create or update” a gift to gift type “soft credit” as it is not a gift type. Soft credit means a gift is soft credited to someone else. (A company “John Smith Incorporate” send in a check of $100, will be recorded as “direct credit” on the “John Smith Incorporate” record, and if the gift is “soft credited” to another constituent record “John Smith”, then on John Smith record, it will show as One-time gift ($100.00 Soft credit).
The edit gift (PATCH) api endpoint cannot add soft credit to gift already created. Only when a gift is created by API (POST) endpoint where you can specify soft credit receipient.
1 -
@Alex Wong
Thank you0
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