Aristotle Support

Add Individual and Receipt info

Article ID: 1051
Last updated: 21 Jun, 2011

 Currently there are two web service calls that will allow you to accomplish this easily. The first one is used if you do not have an individual id (ind_GUID) value. In that case the individual matching will be done based on first name + last name + email address. If no individual record is found we will try to match it on first name + last name + beginning of the street line. If no match is found even after that a new record will be inserted. The web service call can be found at:

https://ai360.aristotle.com/API2/setIndividualInfoAPI/setIndividualInformationWebService.asmx?op=AddIndividualAndContributionInfo

The second web service call should be used if you already have the individual id of the record that you would like to create a contribution for:

https://ai360.aristotle.com/API2/setIndividualInfoAPI/setIndividualInformationWebService.asmx?op=AddIndividualAndContributionInfoWithIndID

Note: receipts/contributions will be created with default receipt type/subtype information and for the default account and election period.

If you would like just to add a receipt record without updating/adding any individual information refer to:

https://ai360.aristotle.com/API2/setTransactionInfoAPI/setTransactionInfoWebService.asmx

and the two methods called AddIndividualReceipt that accept slightly different parameters.



Article ID: 1051
Last updated: 21 Jun, 2011
Revision: 1
Views: 503
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Add individual to a group by specifying group and category names       Fields/Field Mappings