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Sources - Donor Tools User Guide

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Sources

List All

GET /settings/sources.xml

Returns a list of sources for the organization. The list is paginated using the page parameter. To specify a page number, request a url like /settings/sources.xml?page=2.

Response

Status: 200 OK
<sources type="array">
  <current_page type="integer">1</current_page>
  <per_page type="integer">30</per_page>
  <total_entries type="integer">7</total_entries>
  <source>
    <id type="integer">10003</id>
    <name>Fall Mailing</name>
    ...
  </source>
  <source>
    ...
  </source>
</sources>


Show

GET /settings/sources/1.xml

Response

Status: 200 OK
<source>
  <id type="integer">10003</id>
  <name>Fall Mailing</name>
  ...
</source>

Meta

The source may also return a serialized element named "meta", which contains additional information about a source.

<meta type="yaml">
  --- !map:HashWithIndifferentAccess
  quickbooks_item_name: "Item Name"
  quickbooks_income_account_name: "Income Account Name"
</meta>

Update

PUT /settings/sources/1.xml
<source>
  <id type='integer'>1</id>
  <archived type='boolean' nil='true'/>
  <description nil='true'/>
  <ends-on type='date' nil='true'/>
  <goal-in-cents type='integer' nil='true'/>
  <meta type='yaml' nil='true'/>
  <name>Individual Contributions</name>
  <starts-on type='date' nil='true'/>
</source>

Response

Status: 200 OK

Create

POST /settings/sources.xml
<source>
  <id type='integer'>1</id>
  <archived type='boolean' nil='true'/>
  <description nil='true'/>
  <ends-on type='date' nil='true'/>
  <goal-in-cents type='integer' nil='true'/>
  <meta type='yaml' nil='true'/>
  <name>Individual Contributions</name>
  <starts-on type='date' nil='true'/>
</source>

Required Attributes

  • name (must be unique)
  • organization_id

Response

Status: 201 Created
Location: /settings/sources/1.xml
<source>
  <name>Fall Mailing</name>
  ...
</source>


Delete

You must pass a replacement fund ID in order to delete a fund. All donations assigned to the fund being deleted will be reassigned to the replacement fund.

DELETE /settings/sources/1.xml?replacement_source_id=2

Response

Status: 200 OK

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