Partyline is a CRM software used by Political organizations to manage data.
Anedot will send financial page data to Partyline directly via donation_completed
events. Non-financial page data and custom field data are not supported at this time.
Connect Anedot to Partyline
To connect Anedot to Partyline, follow the steps below:
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 Partyline from the Directory list.
Select the Action Pages you would like synced with Partyline. 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 Partyline.
Enter your Partyline API Key.
Enter your Client Secret.
Click Save to complete the connection!
Partyline Field Mapping
Relay Fields
The Anedot Fields match the Submission's Raw Data and the Partyline Fields match the Request Body relay.
Anedot Field | Partyline Field |
"donation_completed" | event |
(Donation) id | uid |
createdAt | date |
(Donation object: includes anedot & vendor fee amounts) | fees (multiple fields) |
"[firstName] [lastName]" | name |
phone | phone |
title | title |
amount (x100) | amount |
origin (Donation) | origin |
status (Donation) | status |
suffix | suffix |
address { | address { |
comments (Donation) | comments |
employerName | employer |
lastName | last_name |
"true" or "false" | recurring |
createdAt | created_at |
"individual" or "organization" | donor_type |
firstName | first_name |
occupation | occupation |
* (optional field) | referred_by |
actionPageId | campaign_uid |
totalAmount (x100) | event_amount |
phone | mobile_phone |
organization | organization |
actionPageName | campaign_name |
middleName (first letter only) | middle_initial |
id of the first(originating) donation on the commitment (if recurring) | originating_uid |
actionPageName | campaign_identifier |
"di" | api_method |
*referred_by is a numeric value that maps as follows:
Numeric value | Partyline referred_by Value |
0 | "Magazine" |
1 | "TV" |
2 | "Newspaper" |
3 | "Radio" |
4 | "Facebook" |
5 | "Twitter" |
6 | "Online Ad" |
7 | "Word of mouth" |
8 | "Other" |
Partyline Payload Data
Request Body
{
"event": "donation_completed",
"payload": {
"uid": "dbd0ce1bb5544cd767ddd",
"date": "2023-05-11T14:37:13.580Z",
"fees": {
"anedot_fees": {
"amount": "2.30"
},
"vendor_fees": []
},
"name": "Annie Dot",
"email": "[email protected]",
"phone": "2255011234",
"title": null,
"amount": "$50.00",
"origin": "hosted",
"status": "completed",
"suffix": null,
"address": {
"zip": "70503",
"city": "Lafayette",
"state": "LA",
"street": "123 Test Road",
"country": "US",
"street_2": null
},
"comments": null,
"employer": null,
"last_name": "Dot",
"recurring": false,
"created_at": "2023-05-11T14:37:13.548Z",
"donor_type": "individual",
"first_name": "Annie",
"occupation": null,
"referred_by": null,
"campaign_uid": "00c7b970-c269-4062-979e-b7aa939995fe",
"event_amount": "$50.00",
"mobile_phone": null,
"organization": null,
"campaign_name": "Feed the Children - March Gala",
"middle_initial": null,
"originating_uid": null,
"campaign_identifier": "Feed the Children - March Gala"
},
"api_method": "di"
}