Add manual donation recognition credits
Creates a manual recognition credit for a Direct gift, or atomically creates credits for split_donations. Each allocation must belong to this organization, be Direct, have a unique donor credit and an amount no greater than the donation. Duplicate split IDs and existing donor credits return400. A recognition credit does not add financial revenue. DAF/QCD managed recognition must be changed through the gift source fields. Requires permission: one of donations, reports_view, reports_manage.
curl --request POST \
--url https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"amount": 25,
"soft_credit_type_id": 2,
"donor_id": 21,
"soft_credit_donor_id": 21,
"notes": "Introduced the organization to this donor.",
"relationship_role_override": "recognition_only",
"relationship_role_reason": "Recognize influence without attributing financial giving."
}
'import requests
url = "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits"
payload = {
"amount": 25,
"soft_credit_type_id": 2,
"donor_id": 21,
"soft_credit_donor_id": 21,
"notes": "Introduced the organization to this donor.",
"relationship_role_override": "recognition_only",
"relationship_role_reason": "Recognize influence without attributing financial giving."
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
amount: 25,
soft_credit_type_id: 2,
donor_id: 21,
soft_credit_donor_id: 21,
notes: 'Introduced the organization to this donor.',
relationship_role_override: 'recognition_only',
relationship_role_reason: 'Recognize influence without attributing financial giving.'
})
};
fetch('https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'amount' => 25,
'soft_credit_type_id' => 2,
'donor_id' => 21,
'soft_credit_donor_id' => 21,
'notes' => 'Introduced the organization to this donor.',
'relationship_role_override' => 'recognition_only',
'relationship_role_reason' => 'Recognize influence without attributing financial giving.'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits"
payload := strings.NewReader("{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}"
response = http.request(request)
puts response.read_body{
"soft_credit": {
"id": 42,
"client_id": 12,
"donation_id": 84,
"donor_id": 21,
"amount": 25,
"soft_credit_type_id": 2,
"notes": "Recognized for the community introduction.",
"relationship_role_override": "recognition_only",
"relationship_role_context": {},
"created_at": "2026-10-20T12:00:00Z",
"updated_at": "2026-10-20T12:00:00Z",
"deleted_at": "2023-11-07T05:31:56Z",
"donor": {
"id": 12345,
"client_id": 207,
"hysform_id": 42,
"donorprogram_id": 11,
"household_id": 88,
"type": "INDIVIDUAL",
"username": "janedoe",
"email": "jane@example.com",
"organization_name": "Acme Foundation",
"first_name": "Jane",
"last_name": "Doe",
"preferred_contact_method": "email",
"phone": "(555) 123-4567",
"phone_e164": "+15551234567",
"can_receive_sms": true,
"street": "123 Main St",
"address_line2": "Apt 4B",
"city": "Springfield",
"state": "IL",
"zip": "62704",
"country": "United States",
"country_code": "US",
"subdivision_code": "US-IL",
"json_fields": "<string>",
"year_to_date": {},
"has_artifacts": false,
"batch_id": null,
"created_at": "2025-03-15T19:42:00Z",
"updated_at": "2026-01-02T08:11:00Z",
"deleted_at": null
},
"soft_credit_type": {
"id": 2,
"key": "in_honor_of",
"name": "In Honor Of",
"description": "Recognition for a gift.",
"active": true
},
"donation": {
"id": 983221,
"client_id": 207,
"donor_id": 12345,
"amount": 51.5,
"currency": "USD",
"designation": 4711,
"type": 1,
"method": 3,
"frequency": 5,
"one_time": true,
"duration": "2027-01-15",
"processing_fee": 2,
"platform_fee": 0.5,
"amount_excluding_fee": 49.5,
"processor_net_amount": 49.5,
"processor_fee_currency": "USD",
"donor_covered_fee": 1.5,
"processing_fee_known": true,
"actual_charged_amount": 103,
"in_kind_category": "goods",
"result": "successful",
"transaction_id": "ch_3OqXXXXX",
"transaction_status": "succeeded",
"refunded": false,
"refunded_amount": 0,
"refundable": true,
"is_tax_deductible": true,
"tags": [
"matching-gift",
"year-end"
],
"notes": "Memo: in honor of John Doe",
"quickbooks_receipt_id": "qbo_5512",
"receipt_sent_at": "2026-01-02T08:30:00Z",
"acknowledged_at": "2026-01-03T10:15:00Z",
"acknowledged_by_user_id": 42,
"acknowledgement_source": "manual",
"acknowledgement_context_json": {},
"json_fields": "<string>",
"batch_id": null,
"is_csv_import": false,
"created_at": "2026-01-02T08:25:00Z",
"updated_at": "2026-01-02T08:30:00Z",
"deleted_at": null
},
"designation": {},
"donor_name": {
"id": 21,
"hysform_id": 1,
"name": "Jane Donor",
"email": "jane@example.org"
}
},
"message": "Soft credit added successfully.",
"status": "success"
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}Authorizations
Passport bearer token authentication for legacy admin sessions.
Path Parameters
Donation id in the current organization.
Body
Validated request fields for this operation.
- Option 1
- Option 2
Supply donor_id or its soft_credit_donor_id alias.
Required for a single credit; positive and no greater than its donation amount.
x >= 0.0125
Active manual recognition type; automatic DAF/QCD types are rejected.
2
Recognition donor in the current organization; soft_credit_donor_id can supply this value on create.
21
Create alias that must match donor_id when both are supplied; update chooses this before donor_id.
21
"Introduced the organization to this donor."
relationship_giving, influence_only, recognition_only, excluded, null "recognition_only"
Required when a relationship-role override is supplied.
1000"Recognize influence without attributing financial giving."
curl --request POST \
--url https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"amount": 25,
"soft_credit_type_id": 2,
"donor_id": 21,
"soft_credit_donor_id": 21,
"notes": "Introduced the organization to this donor.",
"relationship_role_override": "recognition_only",
"relationship_role_reason": "Recognize influence without attributing financial giving."
}
'import requests
url = "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits"
payload = {
"amount": 25,
"soft_credit_type_id": 2,
"donor_id": 21,
"soft_credit_donor_id": 21,
"notes": "Introduced the organization to this donor.",
"relationship_role_override": "recognition_only",
"relationship_role_reason": "Recognize influence without attributing financial giving."
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
amount: 25,
soft_credit_type_id: 2,
donor_id: 21,
soft_credit_donor_id: 21,
notes: 'Introduced the organization to this donor.',
relationship_role_override: 'recognition_only',
relationship_role_reason: 'Recognize influence without attributing financial giving.'
})
};
fetch('https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'amount' => 25,
'soft_credit_type_id' => 2,
'donor_id' => 21,
'soft_credit_donor_id' => 21,
'notes' => 'Introduced the organization to this donor.',
'relationship_role_override' => 'recognition_only',
'relationship_role_reason' => 'Recognize influence without attributing financial giving.'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits"
payload := strings.NewReader("{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.gratona.com/v1/admin/donations/{donation_id}/soft-credits")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"amount\": 25,\n \"soft_credit_type_id\": 2,\n \"donor_id\": 21,\n \"soft_credit_donor_id\": 21,\n \"notes\": \"Introduced the organization to this donor.\",\n \"relationship_role_override\": \"recognition_only\",\n \"relationship_role_reason\": \"Recognize influence without attributing financial giving.\"\n}"
response = http.request(request)
puts response.read_body{
"soft_credit": {
"id": 42,
"client_id": 12,
"donation_id": 84,
"donor_id": 21,
"amount": 25,
"soft_credit_type_id": 2,
"notes": "Recognized for the community introduction.",
"relationship_role_override": "recognition_only",
"relationship_role_context": {},
"created_at": "2026-10-20T12:00:00Z",
"updated_at": "2026-10-20T12:00:00Z",
"deleted_at": "2023-11-07T05:31:56Z",
"donor": {
"id": 12345,
"client_id": 207,
"hysform_id": 42,
"donorprogram_id": 11,
"household_id": 88,
"type": "INDIVIDUAL",
"username": "janedoe",
"email": "jane@example.com",
"organization_name": "Acme Foundation",
"first_name": "Jane",
"last_name": "Doe",
"preferred_contact_method": "email",
"phone": "(555) 123-4567",
"phone_e164": "+15551234567",
"can_receive_sms": true,
"street": "123 Main St",
"address_line2": "Apt 4B",
"city": "Springfield",
"state": "IL",
"zip": "62704",
"country": "United States",
"country_code": "US",
"subdivision_code": "US-IL",
"json_fields": "<string>",
"year_to_date": {},
"has_artifacts": false,
"batch_id": null,
"created_at": "2025-03-15T19:42:00Z",
"updated_at": "2026-01-02T08:11:00Z",
"deleted_at": null
},
"soft_credit_type": {
"id": 2,
"key": "in_honor_of",
"name": "In Honor Of",
"description": "Recognition for a gift.",
"active": true
},
"donation": {
"id": 983221,
"client_id": 207,
"donor_id": 12345,
"amount": 51.5,
"currency": "USD",
"designation": 4711,
"type": 1,
"method": 3,
"frequency": 5,
"one_time": true,
"duration": "2027-01-15",
"processing_fee": 2,
"platform_fee": 0.5,
"amount_excluding_fee": 49.5,
"processor_net_amount": 49.5,
"processor_fee_currency": "USD",
"donor_covered_fee": 1.5,
"processing_fee_known": true,
"actual_charged_amount": 103,
"in_kind_category": "goods",
"result": "successful",
"transaction_id": "ch_3OqXXXXX",
"transaction_status": "succeeded",
"refunded": false,
"refunded_amount": 0,
"refundable": true,
"is_tax_deductible": true,
"tags": [
"matching-gift",
"year-end"
],
"notes": "Memo: in honor of John Doe",
"quickbooks_receipt_id": "qbo_5512",
"receipt_sent_at": "2026-01-02T08:30:00Z",
"acknowledged_at": "2026-01-03T10:15:00Z",
"acknowledged_by_user_id": 42,
"acknowledgement_source": "manual",
"acknowledgement_context_json": {},
"json_fields": "<string>",
"batch_id": null,
"is_csv_import": false,
"created_at": "2026-01-02T08:25:00Z",
"updated_at": "2026-01-02T08:30:00Z",
"deleted_at": null
},
"designation": {},
"donor_name": {
"id": 21,
"hysform_id": 1,
"name": "Jane Donor",
"email": "jane@example.org"
}
},
"message": "Soft credit added successfully.",
"status": "success"
}{
"message": "Unauthorized",
"status": "error"
}{
"message": "Not Found",
"status": "error"
}{
"errors": {},
"status": "error",
"message": "The given data was invalid."
}