--- title: NetFile description: Learn how to seamlessly connect your Anedot account with NetFile for streamlined campaign finance reporting. --- [Skip to content](https://help.anedot.com/knowledge/netfile-integration#main-content) [![anedot-logo](https://help.anedot.com/hubfs/anedot-logo.svg)](https://help.anedot.com/knowledge?hsLang=en) Open main navigation Close main navigation - [Get Support ⤴](https://www.anedot.com/getsupport) [Get Support ⤴](https://www.anedot.com/getsupport) Here to help 👋 - There are no suggestions because the search field is empty. 1. [Public Help Center](https://help.anedot.com/knowledge?hsLang=en) 2. [Integrations](https://help.anedot.com/knowledge/integrations?hsLang=en) 3. [Political Campaign Tools](https://help.anedot.com/knowledge/integrations?hsLang=en#political-campaign-tools) # NetFile ## Learn how to seamlessly connect your Anedot account with NetFile for streamlined campaign finance reporting. **NetFile** is a political compliance software platform that supports campaign disclosure and reporting requirements. --- ### Table of Contents - [Connecting Anedot to NetFile](https://help.anedot.com/knowledge/netfile-integration#connect) - [Data Relays](https://help.anedot.com/knowledge/netfile-integration#data) - [Field Mapping](https://help.anedot.com/knowledge/netfile-integration#field) - [Payload Data](https://help.anedot.com/knowledge/netfile-integration#payload) --- ### Connecting Anedot to NetFile To connect Anedot with NetFile: 1. In your Anedot account, go to **Settings \> Integrations \> Directory.** 2. Click the blue **+ New Connection** and select **NetFile** from the list. 3. Configure **Action Page** Syncing - By default, **all Action Pages** will be synced with NetFile. - To exclude specific pages, enter a **comma-separated list** of their Action Page IDs. - *(Optional)* Scope the integration to a specific **Team**. If no team is selected, all selected pages will be synced. 4. Enter **NetFile Credentials** - **Username** - **Password** - **Account Name** - *(Optional)* **Bank Account ID** 5. Click **Save**.Once credentials are saved, the integration is live. *You can update Action Pages, Team scoping, and credentials at any time.* ***Important**: NetFile's Campaign FreeFiler software does not support integration with Anedot.* --- ### Data Relays Anedot sends data from both **financial (donation)** and **non-financial (lead)** Action Pages to NetFile. Due to NetFile's session-based API, each submission triggers a series of relays within a session. > *Conduit Transactions are not supported. * #### Relay Sequence 1. **Session Start:** Opens a session and receives a `sessionID`. 2. **Donor Information:** Sent using the `sessionID`. 3. **Donation Data:** (If applicable) Sent using the same `sessionID`. 4. **Session Close:** Final relay closes and invalidates the session. > *All relays must occur in sequence for successful data transmission.* --- #### Relay Reliability and Retry Behavior - **Push Unsent**: You can manually retry failed donations using a date range filter. - Applies to **all Action Pages**, regardless of type. - If **five consecutive relay failures** occur, the integration is marked **inactive** and stops attempting further relays. --- #### Important Notes - Anedot does **not use or store unique donor identifiers** for NetFile. - All relay requests are sent as **“upserts”** *(update or insert)*: - NetFile attempts to **find and update** an existing contributor. - If no match is found *(e.g. data mismatch)*, a **duplicate record** may be created. - You may need to use NetFile’s **Merge Entities** feature to clean up duplicates. --- #### Managing Data in NetFile - Use the **Contributions** tab to search for gifts. - You can search for: - **Monetary records** *(donations)* - **Non-monetary records** *(form submissions)* - Review **search fields**, **search results**, and **field mappings** as needed to manage your records effectively. --- ### Field Mapping #### Donor Fields The Anedot Fields match the Submission’s Raw Data and the NetFile Fields match the Request Body relay. | **Anedot Field** | **NetFile Field** | | --- | --- | | (Submission) id | Id | | email | Email | | suffix | Suffix | | “1” | Category | | employerName | Employer | | “1” | IdSource | | lastName | LastName | | firstName | FirstName | | phone | PhoneHome | | address {postalCode} | AddressZip | | occupation | Occupation | | address {city} | AddressCity | | address {line1} | AddressLine1 | | address {line2} | AddressLine2 | | address {region} | AddressState | | sessionId *(from Relay 1 Response Body)* | SessionId | --- #### Donation Fields The Anedot Fields match the Submission’s Raw Data and the NetFile Fields match the Request Body relay. | **Anedot Field** | **NetFile Field** | | --- | --- | | (Donation) id | Id | | amount (x100) | Amount | | (Submission) id | EntityId | | “1” | IdSource | | “YYYYMMDD” *(Formatted date of relay)* | BatchNumber | | *(NetFile field saved in the integration drawer)* | ElectionYear | | *(NetFile field saved in the integration drawer)* | ElectionCycle | | createdAt | DateDisclosure | | “1” | EntityIdSource | | “1” | TransactionType | | *(NetFile field saved in the integration drawer)* | BankAccountReference | | sessionId *(from Relay 1 Response Body)* | SessionId | --- ### Payload Data #### Request Headers ``` { }  ``` #### Request Body 1 *(Opens sessions)* ``` { } ``` #### Request Body 2 *(Donor relay)* ``` {  "Items": [{    "Id": "de5a291d4d67e4136b879",    "Email": "admin@anedot.com",    "Suffix": null,    "Category": "1",    "Employer": null,    "IdSource": "1",    "LastName": "Dot",    "FirstName": "Annie",    "PhoneHome": "1231231234",    "AddressZip": null,    "Occupation": null,    "AddressCity": null,    "AddressLine1": null,    "AddressLine2": null,    "AddressState": null  }],  "SessionId": "aa7e376112be468b9daeb00300bd267b"} ``` #### Request Body 3 *(Donation relay)* ``` {  "Items": [{    "Id": "d915925476d75c84e5e3a",    "Amount": 100.0,    "EntityId": "de5a291d4d67e4136b879",    "IdSource": "1",    "BatchNumber": "20230515",    "ElectionYear": null,    "ElectionCycle": null,    "DateDisclosure": "2023-05-15T14:32:01-04:00",    "EntityIdSource": "1",    "TransactionType": "1",    "BankAccountReference": ""  }],  "SessionId": "aad91731fbd64058b338b00300be189e"} ``` #### Request Body 4 *(Ends session)* ``` {  "SessionId": "aa7e376112be468b9daeb00300bd267b"} ``` #### Response Body 1 *(Open session)* ``` {  "account": "ANEDOT",  "lockDate": null,  "userName": "PDIETZEL",  "sessionId": "aa7e376112be468b9daeb00300bd267b",  "futureDate": null,  "responseStatus": null} ``` #### Response Body 2 *(Donor relay)* ``` {  "items": [{    "index": 0,    "action": "Update",    "netFileId": "366",    "submittedId": "de5a291d4d67e4136b879",    "errorMessage": null  }],  "failureCount": 0,  "successCount": 1,  "responseStatus": null} ``` #### Response Body 3 *(Donation relay)* ``` {  "items": [{    "index": 0,    "action": "Insert",    "netFileId": "1586",    "submittedId": "d915925476d75c84e5e3a",    "errorMessage": null  }],  "failureCount": 0,  "successCount": 1,  "responseStatus": null} ``` #### Response Body 4 *(Ends session)* ``` {  "responseStatus": null} ``` #### Response Status *(Success)* ``` 200 ``` #### Response Status *(Failure)* ``` 500 ``` - 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