Version: Next

Aegis

Aegis Premier Solutions is a nonprofit CRM platform used for donor management, fundraising tools, analytics and reporting.

Connect Anedot to Aegis

To connect your Anedot fundraising account to Aegis, follow the steps below:

Access the Settings > Integrations > Directory tab within your fundraising account.
Next, click the blue + New Connection button in the upper right corner of the page.
Select Aegis from the integrations directory.
Select the Action Pages you would like synced with Aegis. The default is All Pages.
1. To exclude pages, enter a comma-separated list of the Action Page IDs.
2. Optionally, you can scope the integration to only send team-specific data to Aegis.
Enter your Aegis Premier Solutions URL .
Enter your Aegis Premier Solutions Username .
Enter your Aegis Premier Solutions Password .
Apply your Context Key .
Add your Fund Code .
Click the blue Save button to complete the connection!

The Action Pages, Team, and credentials can be modified at any time post-setup.

For further assistance locating these items, please contact Aegis Technical Support directly.

Data Relays

Anedot will relay data to Aegis for both Donation and Lead Pages .

Donation and Lead Pages are required to have an appeal_id Custom Hidden Fields applied for successful relays.

We process custom_flag and custom_data_field as Custom Hidden Fields to get the corresponding data sent to new partners in Aegis.

Custom Flags

( custom_flag )

In the Action Page Builder, add a Custom Hidden Field with the key: custom_flag_1 . Subsequent fields should be set up as custom_flag_2 , custom_flag_3 , etc.

A Page Specific Value will need to be applied to each Custom Hidden Field within the Settings > Sharing > Page Specific Values tab of the Builder.

All custom field names and values must be exact in Action Pages (or data will not relay properly and cause issues in Aegis) .

Custom Data Fields (

custom_data_field )

In the Action Page Builder, add a Custom Hidden Field with the key: custom_data_field_1 .

To better support Aegis product handling, we provide support for a Custom Hidden Field called product_sku .

When added, the product_sku field will appear under the productOrders area of relays as productSKU .

Data in Aegis

Once the relay is successful, you should be able to look up the Transaction under the Partners > Locate Transactions tab (you will need to look up the individual transaction or contact).

Sample transaction from Anedot viewed in Aegis CRM.

Field Mappings

Relay Fields

Anedot Field	Aegis Field
fundcode ( from Setup , Aegis Field) amount (x100) “true” or “false”	gifts `{` fundCode pledgeID giftAmount applyToPledge `}`
“internet”	channel
donation `{` amount (x100) lastDigits “Paid” payMethod (Donations) `}`	payment `{` amount number status paymentType `}`
"[firstName] [lastName]" address `{` city region country line1 line2 postalCode `}`	shipping `{` shipto shiptoCity shiptoState shiptoCountry shiptoAddress1 shiptoAddress2 shiptoPostalCode `}`
Aegis Field	partnerID
appeal_id*	appealCode
value (from Product Details) “0.0”** fundcode ( from Setup , Aegis Field) “1” InternalSKU (from Product Details)	productOrders `{` price discount fundCode quantity productSKU `}`
(Submission) id	referenceNumber
created_at	transactionDate
“Anedot UID: [Submission id] OnlineContribution (Source:[source_code])”	transactionNote
totalAmount (x100) [Anedot stores amounts in cents]	totalTransactionAmount

* Custom hidden field that must be added to the Anedot AP in order to be relayed.

** The discount will be greater than 0 if the donation amount is below the value amount specified in the Product’s Details.

Payload Data

Request Headers

`{``}`

Request Body (Success) (

Create Partner )

`{`  
"createPartner": `{`  
"city": "New Orleans",  
"email": "[[email protected]](/cdn-cgi/l/email-protection)",  
"address1": "1340 Poydras St",  
"address2": null,  
"lastName": "Dot",  
"firstName": "Annie",  
"stateProv": "LA",  
"postalCode": "70112",  
"countryCode": "US",  
"customFlags": [],  
"originSource": "Web",  
"partnerPhones": [  
`{`  
"number": "2015550123"  
`}`  
],  
"customDataFields": []  
`}`,  
"createDonation": `{`  
"gifts": [  
`{`  
"fundCode": "DEFAULT",  
"pledgeID": null,  
"giftAmount": 25,  
"applyToPledge": false  
`}`  
],  
"channel": "Internet",  
"payment": `{`  
"amount": 25,  
"number": "5454",  
"status": "Paid",  
"paymentType": "CreditCard"  
`}`,  
"shipping": `{`  
"shipto": "Annie Dot",  
"shiptoCity": "New Orleans",  
"shiptoState": "LA",  
"shiptoCountry": "US",  
"shiptoAddress1": "1340 Poydras St",  
"shiptoAddress2": null,  
"shiptoPostalCode": "70112"  
`}`,  
"partnerID": "2617081",  
"appealCode": "W2403_TPOC",  
"productOrders": [  
`{`  
"price": 11.55,  
"discount": 0,  
"fundCode": "DEFAULT",  
"quantity": 1,  
"productSKU": "PK_POC_3DAY_GEN1"  
`}`  
],  
"referenceNumber": "53b5e566-7b92-4913-9c50-b2caf262d56d",  
"transactionDate": "2024-03-29T14:30:13.738Z",  
"transactionNote": "Anedot UID: 53b5e566-7b92-4913-9c50-b2caf262d56d\nOnline Contribution (Source: WEB)",  
"totalTransactionAmount": 25  
`}`,  
"findPartnerByEmail": `{`  
"get": "partner/Email"  
`}`,  
"findPartnerByNameAndAddress": `{`  
"get": "partner/Search"  
`}`  
`}`

Request Body (Success) (

Create Donation )

`{`  
"gifts": [  
`{`  
"fundCode": "DEFAULT Test Fund",  
"pledgeID": null,  
"giftAmount": 50,  
"applyToPledge": false  
`}`  
],  
"channel": "Internet",  
"payment": `{`  
"amount": 50,  
"number": "1111",  
"status": "Paid",  
"paymentType": "CreditCard"  
`}`,  
"shipping": `{`  
"shipto": "Annie Dot",  
"shiptoCity": "New Orleans",  
"shiptoState": "LA",  
"shiptoCountry": "US",  
"shiptoAddress1": "1340 Poydras Street",  
"shiptoAddress2": null,  
"shiptoPostalCode": "70113"  
`}`,  
"partnerID": "0000000",  
"appealCode": "W0000A0A",  
"productOrders": null,  
"referenceNumber": "affa9ef5-f4c3-4984-be25-5616abe46237",  
"transactionDate": "2023-01-25T15:30:55.851Z",  
"transactionNote": "Anedot UID: affa9ef5-f4c3-4984-be25-5616abe46237\nOnline Contribution (Source: stub)",  
"totalTransactionAmount": 50  
`}`

Request Body (Error)

null

Response Body (Success)

`{`  
"Gifts": [  
`{`  
"FundCode": "DEFAULT Test Fund",  
"PledgeID": null,  
"GiftAmount": 50,  
"ApplyToPledge": false,  
"MatchingContactID": null,  
"EstimatedPercentage": null  
`}`  
],  
"Notes": [],  
"Channel": "Internet",  
"Payment": `{`  
"Bank": null,  
"City": null,  
"Amount": 50,  
"Number": "1111",  
"Status": "Received",  
"Country": null,  
"ExpDate": null,  
"ExtraID": null,  
"Address1": null,  
"Address2": null,  
"LastName": null,  
"FirstName": null,  
"MiddleName": null,  
"PostalCode": null,  
"PaymentType": "CreditCard",  
"ContactPhone": null,  
"EmailAddress": null,  
"StateProvince": null,  
"UpdatePrimaryEmailAddress": false,  
"UpdatePrimaryMailingAddress": false  
`}`,  
"Shipping": `{`  
"Shipto": "Annie Dot",  
"ShiptoCity": "New Orleans",  
"ShiptoState": "LA",  
"ShippingNote": null,  
"ShiptoCountry": "US",  
"ShippingMethod": null,  
"ShiptoAddress1": "1340 Poydras Street",  
"ShiptoAddress2": null,  
"ShiptoPostalCode": "70113",  
"ShippingOverridden": false  
`}`,  
"BatchType": "Web",  
"PartnerID": "0000000",  
"TaxAmount": 0,  
"AppealCode": "W0000A0A",  
"Attributes": [],  
"RecordedBy": null,  
"MediaOutlet": null,  
"SegmentCode": null,  
"MediaProgram": null,  
"ShippingCost": 0,  
"BatchCategory": null,  
"InvoiceNumber": "2213291",  
"ProductOrders": [],  
"ReferenceNumber": "affa9ef5-f4c3-4984-be25-5616abe46237",  
"TransactionDate": "2023-01-25T15:30:55.851+00:00",  
"TransactionNote": "Anedot UID: affa9ef5-f4c3-4984-be25-5616abe46237\nOnline Contribution (Source: stub)",  
"Acknowledgements": [],  
"DefaultPaymentType": null,  
"ResponsesOverridden": false,  
"TotalTransactionAmount": 50  
`}`

Response Body when

productOrders is present

`{`  
"create_donation": `{`  
"gifts": [  
`{`  
"fundCode": "DEFAULT Pathway to Victory Ministry Fund",  
"pledgeID": null,  
"giftAmount": 12,  
"applyToPledge": false  
`}`  
],  
"channel": "Internet",  
"payment": `{`  
"amount": 12,  
"number": "5454",  
"status": "Paid",  
"paymentType": "CreditCard"  
`}`,  
"shipping": `{`  
"shipto": "Annie Dot",  
"shiptoCity": "New Orleans",  
"shiptoState": "LA",  
"shiptoCountry": "US",  
"shiptoAddress1": "1340 Poydras St",  
"shiptoAddress2": null,  
"shiptoPostalCode": "70114"  
`}`,  
"partnerID": "2557459",  
"appealCode": "W2207A1A",  
"productOrders": [  
`{`  
"discount": 0,  
"fundCode": "DEFAULT Pathway to Victory Ministry Fund",  
"quantity": 1,  
"productSKU": "2452808"  
`}`  
],  
"referenceNumber": "ae2f4940-1c3e-4a07-9d2e-69653e3bce2c",  
"transactionDate": "2023-11-17T20:37:16.867Z",  
"transactionNote": "Anedot UID: ae2f4940-1c3e-4a07-9d2e-69653e3bce2c\nOnline Contribution (Source: Web)",  
"totalTransactionAmount": 12  
`}`,  
"find_partner_by_email": `{`  
"get": "partner/Email"  
`}`,  
"find_partner_by_name_and_address": `{`  
"get": "partner/Search"  
`}`  
`}`

Response Body (Error)

`{``}`

Response Body (Failure)

`{`  
"Message": "The appeal could not be found in Aegis CRM. Appeal Code: 'W0000A0A'."  
`}`

Response Status (Success)

Response Status (Error)

null

Response Status (Failure)

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Connect Anedot to Aegis

Data Relays

Custom Flags​

Custom Data Fields (​

Data in Aegis

Field Mappings​

Relay Fields​

Payload Data​

Request Headers​

Request Body (Success) (​

Request Body (Success) (​

Request Body (Error)​

Response Body (Success)​

Response Body when​

Response Body (Error)​

Response Body (Failure)​

Response Status (Success)​

Response Status (Error)​

Response Status (Failure)​

Custom Flags

Custom Data Fields (

Field Mappings

Relay Fields

Payload Data

Request Headers

Request Body (Success) (

Request Body (Success) (

Request Body (Error)

Response Body (Success)

Response Body when

Response Body (Error)

Response Body (Failure)

Response Status (Success)

Response Status (Error)

Response Status (Failure)