Integrating DAFpayImplementation

Nonprofit Onboarding

The process of onboarding a nonprofit organization to Chariot

1

Register Nonprofit via API

  • Create Nonprofit: Call this route to create a nonprofit organization in our system using the organization’s EIN and email address
    • Ensure the email address provided is unique to the nonprofit and not a generic support email (e.g., support@platform.com). This email will be used for important messaging related to the nonprofit’s Chariot account.
  • Create Connect: After creating the nonprofit, call this route using the nonprofitId to generate a Connect record, which will allow you to enable the DAFpay button on the nonprofit’s donation form.
    • You only need to call this route once, save down the CID, which will allow you to render the DAFpay button
2

Claim Chariot Account

  • Upon calling the Create Connect route, Chariot will automatically email the nonprofit (using the email provided during nonprofit creation) with instructions on how to claim their Chariot account.
  • Article: Claiming your account with Chariot

If a nonprofit has not claimed their account with Chariot, they will still be able to receive donations via DAFpay. However, the funds will be sent via the DAFpay Network. See flow of funds guide in Manage Transactions.

Claim account email from Chariot
3

Check Account Status

  • Use the claimed boolean property from the Nonprofit object to check whether the nonprofit has claimed their account with Chariot.

    If claimed = false, consider rendering an action-required banner on your platform’s portal to remind the nonprofit that they still need to claim their Chariot account.