Crimson and Julep by CMDI
Crimson and Julep by CMDI are a CRM used by political organizations and nonprofits. Anedot's integration with CMDI sends data collected from Action Pages to their systems.
Connect Anedot to Crimson or Julep
To connect Anedot to Crimson or Julep, follow the steps below:
-
Before connecting Anedot to Crimson or Julep, be sure to create a donation page for the fundraising account. Skipping this step may cause the Anedot connection to Crimson to fail.
-
Once that has been completed, access the Settings > Integrations > Directory tab within your fundraising account.
-
Click the blue + New Connection button in the upper right corner of the Directory.
-
Select Crimson or Julep from the Directory list.
-
Select the Action Pages you would like synced with Crimson or Julep. The default is All Pages.
- To exclude pages, enter a comma-separated list of the Action Page IDs
- Optionally, you can scope the integration to only send team-specific data to Crimson.
-
Apply your CMDI API Token .
-
Click the blue Save button to complete!
Once the integration has been connected successfully, the CMDI Data Entry Page will automatically be created.
Data Relays
Anedot only relays data from Donation Pages (balance impacting transactions). Lead Page data cannot be relayed at this time.
The following Custom Fields are supported:
- batchno
- batchdate
- pid
- campgncode
- chapcode
- comment
- refno
- source_code
- trackno
These are primarily for the data entry page. All can be passed as
URL Parameters
, some may be set on the page as well. Specifically
batchno
,
batchdate
,
source_code
, &
pid
are used to pre-populate fields on the form.
- If
PIDis included, the page makes a call to an internal crimson/julep endpoint with the PID, which in turn hits the Crimson/Julep People API to get person data to prefill the form. - All but
source_codeare included incustom_field_responseson integration relays. Source_codeis relayed as usual (top-level property),batchdatecorresponds to the donation date.
Field Mapping
Donation Relays
The Anedot Fields match the Submission's Raw Data (unless specified otherwise in parenthesis), and the Crimson Fields match the Request Body relay.
| Anedot Field | Crimson/Julep Field |
|---|---|
| "donation_created" | event |
| created_at (in UTC) | date |
| "firstName lastName" | name |
| phone | phone |
donations origin | origin |
| prefix | prefix |
| (Donation) status | status |
| suffix | suffix |
paymentMethod type | payment |
| (Donation) id | donation id |
| anedotFeeAmount (net amt in Donations -> Entries) | donation {fees {anedot_fees amount ` |
| vendorFeeAmount (net amt in Donations -> Entries) | donation {fees {vendor_fees amount ` |
*billing agreement name or account displayName | donation {fees {vendor_fees account ` |
| "Donation from" firstName lastName | donation {fees {vendor_fees `description`` |
actionPagesFund id | donation {fund id } |
actionPagesFund name | donation {fund name } |
actionPagesFund identifier | donation {fund identifier } |
| Product Name (Product) | donation {product name } |
| Internal SKU (Product) | donation {product identifier } |
paymentMethod cardType | donation card\_type |
paymentMethod lastDigits | donation card\_last\_digits |
| donation_project (hidden custom field) otherwise blank | donation donation\_project |
"paymentMethod cardMonth / paymentMethod cardYear" | donation credit\_card\_expiration |
| referrer | referrer |
| (Commitment) frequency | frequency |
| lastName | last_name |
| "true" or "false" | recurring |
| firstName | first_name |
| netAmount (x100) | net_amount |
| occupation | occupation |
| updatedAt (right above utmCodes in Submission Raw Data) | updated_at |
account id | account_uid |
| middleName | middle_name |
| source_code | source_code |
account name | account_name |
address city | address_city |
donations checkNumber | check_number |
| netAmount (under Donation - Entries) | event_amount |
| employerName | employer_name |
| (Action Page) id | action_page_id |
address {line1} | address_line_1 |
address {line2} | address_line_2 |
address region | address_region |
| (Commitment) id | commitment_uid |
| created_at (in UTC) | processed_date |
address country | address_country |
actionPage name | action_page_name |
| " https://anedot.com/ " | referrer_to_form |
donations amount (x100) | amount_in_dollars |
address postalCode | address_postal_code |
| Transactions Side-drawer Payment Method | payment_description |
customFieldResponses { multiple fields } | custom field_responses {_multiple fields } |
| (Commitment) schedule_until | commitment_recurring_until |
Tip: The fund name in the relay is the Billing Agreement name. If the Billing Agreement name is left blank, the Anedot Account Name will be displayed.
Example Payloads
Request Headers
`{`
"User-Agent": "Anedot-Hookshot/ae49a5d",
"X-Request-Id": "3f99e54b-03d5-44f2-8062-c2561fff4af1",
"X-Integration-Id": "97a64ea7-ee1a-4389-8db6-5e35e7106421",
"X-Integration-Event": "donation_completed",
"X-Request-Signature": "f9c15a4bfda0f5662b0281bc3059885ed9c69ced91f55229d3c50fb39c1b64b7"
`}`
Request Body
`{`
"event": "donation_completed",
"payload": `{`
"date": "2023-01-05 16:58:04 UTC",
"name": "Anna Dote",
"email": "[[email protected]](/cdn-cgi/l/email-protection)",
"phone": "2252501301",
"origin": "hosted",
"prefix": "",
"status": "completed",
"suffix": "",
"payment": "credit_card",
"donation": `{`
"id": "d3fc8b4dd68300ed3bb4e",
"fees": `{`
"anedot_fees": `{`
"amount": "1.22"
`}`,
"vendor_fees": [`{`
"amount": "1.25",
"account": "Vendor Account Name",
"description": "Donation from Anna Dote"
`}`]
`}`,
"fund": `{`
"id": "ec082bf5-b1ed-48e5-b2ba-1c322c308b75",
"name": "General Fund",
"identifier": "141252"
`}`,
"products": [`{`
"name": "Sticker",
"internal_identifier": "001"
`}`],
"card_type": "visa",
"card_last_digits": "4242",
"donation_project": "",
"credit_card_expiration": "02/2023"
`}`,
"referrer": "https://anedot-sandbox.com/accounts/ab4ca5ac57b628c89d080/transactions/new",
"frequency": "once",
"last_name": "Dote",
"recurring": "false",
"first_name": "Anna",
"net_amount": "21.78",
"occupation": "",
"updated_at": "2023-01-05 16:58:04 UTC",
"account_uid": "ab4ca5ac57b628c89d080",
"middle_name": "",
"source_code": "",
"account_name": "Anedot",
"address_city": "New Orleans",
"check_number": "",
"event_amount": "23.00",
"employer_name": "",
"action_page_id": "fd6f6939-57a2-458f-a238-603624cc98be",
"address_line_1": "123 Anedot Way",
"address_line_2": "",
"address_region": "LA",
"commitment_uid": "",
"processed_date": "2023-01-05 16:58:04 UTC",
"address_country": "US",
"action_page_name": "Donation Page 1",
"referrer_to_form": "",
"amount_in_dollars": "23.0",
"address_postal_code": "99999",
"payment_description": "Visa •••• 4242",
"custom_field_responses": `{``}`,
"commitment_recurring_until": ""
`}`
`}`
Request Body (Success)
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