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GuidesAPI ReferenceChangelog
  • Implementation Guide
    • Overview
      • Checklist
      • Set Up
      • Installing Connect
      • Integrating Connect
      • Transaction Management
      • Production API Keys
    • FAQ
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On this page
  • Set Up
  • Installing Connect
  • Integrating Connect
  • Managing Transactions
  • Request Production Keys
Implementation GuideIntegrating DAFpay

Implementation Checklist

A comprehensive guide for integrating with Chariot API endpoints
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Sandbox Key Prerequisite

Before using this implementation guide, ensure that your organization has been provided with a client_id and client_secret for our sandbox environment. If you have not yet received your sandbox keys, please reach out to support@givechariot.com for assistance.

Production Key Requirements

All items on this implementation checklist must be completed before your organization can receive production keys. Once everything is complete, please fill out the production keys request form to proceed.

Set Up

  • Generate API access token
  • Register your nonprofit(s) in the Chariot system
  • Create Connects for your nonprofit(s)

Installing Connect

  • Install the Chariot Connect (DAFpay button) JavaScript package
  • Add the Connect ID to the Chariot-Connect component
  • Determine button placement
  • Style your DAFpay button

Integrating Connect

  • Pre-load form data into the Connect experience
  • Completing grant intents
  • Determine unintegrated DAF provider preference
  • Implement Recurring grants (optional)

Managing Transactions

  • Display Tracking ID and External ID in your dashboard
  • Implement grant.status webhook

Request Production Keys

  • Complete production keys request form