Set Up
Overview
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 CID(Connect Identifier) 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.