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Aegis

This article explains how to integrate Anedot with Aegis Premier Solutions to automatically relay donor and lead data using custom fields for accurate CRM syncing.

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

Anedot’s integration with Aegis enables the automatic relay of supporter data from Donation and Lead Pages, simplifying backend workflows and ensuring your CRM remains up to date with the latest fundraising activity.

Table of Contents

Connect Anedot to Aegis

To connect your Anedot fundraising account to Aegis:

  1. Navigate to Settings > Integrations > Directory in your Anedot dashboard.

  2. Click the blue + New Connection button in the upper right corner.

  3. Select Aegis from the integrations list.

  4. Choose the Action Pages you want to sync with Aegis.

    • By default, all Action Pages are included.

    • To exclude specific pages, enter a comma-separated list of Action Page IDs.

    • You may also scope the integration by Team if desired.

  5. Enter your Aegis Premier Solutions URL.

  6. Enter your Aegis Username.

  7. Enter your Aegis Password.

  8. Provide your Context Key.

  9. Add your Fund Code.

  10. Click Save to complete the setup.

The Action Pages, Team, and credentials can be updated at any time post-setup.
For assistance locating Aegis credentials, please contact Aegis Technical Support directly.

Data Relays

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

For relays to be successful, these pages must include:

  • A field labeled appeal_id, set as a Custom Hidden Field.

  • Fields labeled custom_flag and custom_data_field to pass additional metadata.

These hidden fields ensure the correct data is delivered to Aegis partners.

Custom Fields in Action Pages

Custom Flags

To enable flag-based data relays:

  • Add a Custom Hidden Field with the key custom_flag_1 using the Action Page Builder.

  • Additional flags must follow the same pattern: custom_flag_2, custom_flag_3, etc.

  • Assign a Page-Specific Value to each field in Settings > Sharings > Page-Specific Values.

Field names must match exactly. Typos or mismatches will prevent data from relaying correctly.

Custom Data Fields

To send custom product-related data:

  • Add a Custom Hidden Field with the key custom_data_field_1.

For Aegis users tracking product orders, we recommend adding a product_sku field:

  • This will appear in Aegis under the productOrders area as productSKU.

Viewing Data in Aegis

CleanShot 2025-06-04 at 04.48.08@2x

Once relays are successfully processed, you can locate transactions in Aegis by navigating to: Partners > Locate Transactions. Use this tool to search by contact or transaction ID.

Field Mappings​

Relay Fields​

Anedot Field Aegis Field
fundcode (from Setup) 
(_Aegis Field)
{amount} (x100)
(TRUE/FALSE)		 gifts 
{fundCode}
{pledgeID}
{giftAmount}
{applyToPledge}
"internet" channel
donation 
{amount} (x100)
{lastDigits}
{“Paid”}
{payMethod (Donations)}		 payment 
{amount}
{number}
{status}
{paymentType}

[firstName] [lastName]
address {city}
address {region}
address {country}
address {line1}
address {line2}
address {postalCode}

 shipping 
{shipto}
{shiptoCity}
{shiptoState}
{shiptoCountry}
{shiptoAddress1}
{shiptoAddress2}
{shiptoPostalCode}
Aegis Field partnerID
*appeal_id appealCode
value (from Product Details)
** “0.0”
fundcode (from Setup)
“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)  totalTransactionAmount

*Custom hidden field that must be added to the Anedot Action Page 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.

Anedot stores the Amount in cents. 

Payload Data

Request Headers

{}

Request Body (Success, Create Partner)

{
  "createPartner": {
    "city": "New Orleans",
    "email": "annie@anedot.com",
    "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": 25.00,
      "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": 12.0,
      "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 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": 12.0
  },
  "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)

201

Response Status (Error)

null

Response Status (Failure)

400