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.
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 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!
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.
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.
Aegis Field Mapping
Relay Fields
Anedot Field | Aegis Field |
- | gifts { |
"internet" | channel |
donation { | payment { |
- | shipping { |
(Aegis Field) | partnerID |
*appeal_id | appealCode |
- | productOrders { |
(Submission) id | referenceNumber |
created_at | transactionDate |
"Anedot UID: [Submission id]\nOnlineContribution (Source:[source_code])" | transactionNote |
totalAmount (x100) | totalTransactionAmount |
*Custom Hidden Fields 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.
Aegis Example Payloads
Request Body (Success)
{
"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
}
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 Test Fund",
"pledgeID": null,
"giftAmount": 12.0,
"applyToPledge": false
}],
"channel": "Internet",
"payment": {
"amount": 12.0,
"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 Test 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": 12.0
},
"find_partner_by_email": {
"get": "partner/Email"
},
"find_partner_by_name_and_address": {
"get": "partner/Search"
}
}
Response Body (Failure)
{
"Message": "The appeal could not be found in Aegis CRM. Appeal Code: 'W0000A0A'."
}