Set Up
Generate An Access Token
First, you’ll need to create an access token that lets you access the APIs. Fill in the provided client_id and client_secret to in the preferred code snippet and get an access token.
Now that you have an access token, you’re set to initiate an API request. We’re going to utilize Chariot’s APIs to generate a CID (Connect Identifier) for a nonprofit organization. This CID is a crucial element needed to activate the DAFpay button.
To create a CID to a nonprofit, we first establish the nonprofit’s ID by utilizing their EIN (Employer Identification Number). Following that, we proceed to create a Connect with the nonprofit’s ID.
Create Nonprofit
Nonprofit EIN & Email Address Requirements
This route requires the organization’s EIN and a unique 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 and can be updated later.
The Create Nonprofit endpoint registers a new nonprofit or confirms its existence within the Chariot system. For registration, it’s necessary to supply the nonprofit’s EIN and details for a contact person at the nonprofit.
Below are a few examples of different implementations. Modify the user
object, ein
field, and access token from step 1 before making the request.
Bravo! You have just created a nonprofit in the Chariot system. Save down the nonprofit’s id
and now let’s create a Connect for this nonprofit.
Create Connect
The Create Connect endpoint creates a Connect record or retrieves it if a Connect already exists for this nonprofit in Chariot’s system.
To create a Connect, the nonprofit’s id
must be provided, which you should have from the previous step!
Below are a few examples of different implementations. Modify the NONPROFIT_ID
query parameter with the nonprofit’s id
. Don’t forget to add the access_token!
Amazing! You can now start integrating DAFpay to build a front end and start receiving grants for this nonprofit.