> ## Documentation Index > Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt > Use this file to discover all available pages before exploring further. # Queue a confirmed manual donor merge > Consumes a current actor-owned review after confirming same-person identity and a trimmed 10–2,000 character reason. Rechecks permissions, profile/dependency snapshot and stewardship impact before admitting exactly one queued merge. Same review and identical command recover the original batch; changed, expired or stale reviews return 409. Dependencies can return 422 blockers. Worker execution rechecks authority and snapshot before merging; HTTP 202 confirms admission, not completion. ## OpenAPI ````yaml post /admin/donors/duplicates/manual-merge openapi: 3.0.0 info: title: Gratona API description: >- REST API for the Gratona fundraising platform, including donor, donation, sponsorship, program, event, and integration workflows. Endpoints are organized by tag. Most endpoints require either a Passport bearer token or an issued API key — see the Security Schemes section. contact: name: Gratona Engineering url: https://gratona.com email: devs@gratona.com version: 1.0.0 servers: - url: https://api.gratona.com/v1 description: Server Version 1.0.0 security: [] tags: - name: Auth description: >- Login, signup, logout, password reset, and email verification for admin users and donors. - name: Donors description: >- Donor records: CRUD, profile fields, household linkage, search, filters, merge, and duplicate detection. - name: Donations description: >- Individual donation records, recurring commitments, soft credits, refunds, designations, and exports. - name: Sponsorships description: >- Donor-to-entity commitment relationships, lifecycle transitions, and commitment-specific filters. - name: Entities description: >- Recipient records (children, families, projects, animals, etc.), their status, and entity-level fields. - name: Programs description: >- Program / campaign configuration: hierarchy, settings, and program-level metadata. - name: Forms description: >- Custom form builder (HysForm), form fields, standardized donor fields, and field migrations. - name: Trips description: >- Mission-trip management: trips, participants, budgets, tasks, e-signatures, fundraising milestones, and background checks. - name: Communications description: >- Email templates, SMS, newsletters, donor email manager, and per-donor notes. - name: Payments description: >- Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks). Excludes inbound webhooks — see the Webhooks tag. - name: Reports description: Dashboards, analytics, scheduled reports, and exports. - name: Admin description: >- Client-account administration: users, groups/permissions, settings, integrations, and account lifecycle. - name: Donor Portal description: >- Endpoints consumed by the donor-facing portal (donor login, dashboard, donation history, messages). - name: Recipient Portal description: Endpoints consumed by the recipient-facing portal. - name: Public description: >- Unauthenticated public endpoints: donor signup, public trip pages, peer-to-peer campaigns, public checkout. - name: Webhooks description: >- Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr, DropboxSign). Annotated minimally for reference; payload shapes are owned by the upstream provider. - name: Events description: >- Event setup, invitations, registration, ticketing, attendance and event reporting. - name: Journeys description: >- Journey graphs, activation, enrollment, message templates and event follow-up automations. - name: Tasks description: Workspace tasks, assignments, saved task views and record collaboration. - name: Fundraising description: >- Fundraising portfolios, stewardship plans, giving anniversaries and personal donor follow-up. - name: Impact Stories description: Story intake, review, assets, consent and publication workflows. - name: Integrations description: Workspace integration connections, mappings, synchronization and recovery. - name: Email Calendar description: Connected email/calendar accounts and donor interactions. - name: Spaces description: Workspace Spaces and collaborative Pages. - name: Library description: Workspace documents, source connections, files and analysis. - name: Intelligence description: Donor intelligence and Tali workspace workflows. - name: Automation description: >- V3 automation primitive discovery, input validation, invocation and Zapier contracts. - name: Schema description: V3 model, enum, capability and scope discovery. - name: Zapier description: Zapier automation connections, polling feeds and actions. - name: Files description: Files - name: Client description: Client - name: Payment Gateways description: Payment Gateways - name: Email Settings description: Email Settings - name: Admin Dashboard description: Admin Dashboard - name: Recipients description: Recipients - name: Historical Archived Updates description: Historical Archived Updates - name: Team & access description: Team & access - name: Settings description: Settings - name: Notifications description: Notifications - name: Participation description: Participation - name: Users description: Users - name: Wrapped description: Wrapped - name: Donor SignUp description: Donor SignUp - name: Frontend description: Frontend - name: User description: User - name: Workspace description: Workspace paths: /admin/donors/duplicates/manual-merge: post: tags: - Donors summary: Queue a confirmed manual donor merge description: >- Consumes a current actor-owned review after confirming same-person identity and a trimmed 10–2,000 character reason. Rechecks permissions, profile/dependency snapshot and stewardship impact before admitting exactly one queued merge. Same review and identical command recover the original batch; changed, expired or stale reviews return 409. Dependencies can return 422 blockers. Worker execution rechecks authority and snapshot before merging; HTTP 202 confirms admission, not completion. operationId: ManualDonorMergeController_merge requestBody: required: true content: application/json: schema: required: - review_id - confirmed_same_person - reason properties: review_id: description: Unexpired actor-owned review UUID. type: string format: uuid example: 550e8400-e29b-41d4-a716-446655440000 confirmed_same_person: description: Must be accepted to confirm same identity. type: boolean example: true reason: description: Reason is trimmed before validation. type: string maxLength: 2000 minLength: 10 example: Verified duplicate donor records. field_choices: description: >- Optional explicit safe-field winners; other profile fields follow merge defaults. properties: username: description: Choose the surviving value for username. type: string enum: - primary - secondary example: primary email: description: Choose the surviving value for email. type: string enum: - primary - secondary example: primary type: description: Choose the surviving value for type. type: string enum: - primary - secondary example: primary organization_name: description: Choose the surviving value for organization_name. type: string enum: - primary - secondary example: primary preferred_contact_method: description: Choose the surviving value for preferred_contact_method. type: string enum: - primary - secondary example: primary first_name: description: Choose the surviving value for first_name. type: string enum: - primary - secondary example: primary last_name: description: Choose the surviving value for last_name. type: string enum: - primary - secondary example: primary phone: description: Choose the surviving value for phone. type: string enum: - primary - secondary example: primary phone_e164: description: Choose the surviving value for phone_e164. type: string enum: - primary - secondary example: primary street: description: Choose the surviving value for street. type: string enum: - primary - secondary example: primary address_line2: description: Choose the surviving value for address_line2. type: string enum: - primary - secondary example: primary city: description: Choose the surviving value for city. type: string enum: - primary - secondary example: primary state: description: Choose the surviving value for state. type: string enum: - primary - secondary example: primary zip: description: Choose the surviving value for zip. type: string enum: - primary - secondary example: primary country: description: Choose the surviving value for country. type: string enum: - primary - secondary example: primary country_code: description: Choose the surviving value for country_code. type: string enum: - primary - secondary example: primary subdivision_code: description: Choose the surviving value for subdivision_code. type: string enum: - primary - secondary example: primary can_receive_sms: description: Choose the surviving value for can_receive_sms. type: string enum: - primary - secondary example: primary assigned_fundraiser_user_id: description: >- Choose the surviving value for assigned_fundraiser_user_id. type: string enum: - primary - secondary example: primary type: object additionalProperties: false plan_impact_version: description: >- Signed five-minute token from a 409 impact response, required when open plans are materially affected. type: string maxLength: 4096 example: issued-plan-impact-version nullable: true plan_repairs: type: array items: required: - plan_id - action properties: plan_id: description: Plan ID. type: integer minimum: 1 example: 42 action: description: >- Chosen repair from the impact required_repairs choices. type: string maxLength: 64 example: archive_plan action_donor_id: description: Replacement action donor when required. type: integer example: 42 nullable: true reason: description: Nonblank reason required to archive a plan. type: string maxLength: 1000 example: Preserving the surviving donor plan. nullable: true type: object maxItems: 50 nullable: true type: object responses: '202': description: Queue a confirmed manual donor merge completed. content: application/json: schema: properties: success: description: Command admitted. type: boolean example: true batch_id: description: Queued duplicate merge batch. type: integer example: 42 data: properties: batch_id: description: Queued batch ID. type: integer example: 42 merges_count: description: Exactly one admitted merge operation. type: integer example: 1 type: object type: object '401': description: Authentication is required. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '403': description: Insufficient permission or feature access. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' '404': description: Feature disabled or actor-owned review unavailable. content: application/json: schema: $ref: '#/components/schemas/NotFoundResponse' '409': description: >- Review/plan conflict or temporary relationship lock; busy responses include Retry-After: 15. content: application/json: schema: oneOf: - required: - success - code - message - data properties: success: description: False on conflict. type: boolean example: false code: description: Admission conflict. type: string enum: - MANUAL_REVIEW_ALREADY_CONFIRMED - MANUAL_REVIEW_EXPIRED - MANUAL_REVIEW_STALE example: MANUAL_REVIEW_ALREADY_CONFIRMED message: description: Conflict description. type: string example: Review the selected records again. data: properties: batch_id: description: >- Previously admitted batch when review was already confirmed. type: integer example: 42 type: object batch_id: description: >- Previously admitted batch, mirrored at top level when supplied. type: integer example: 42 type: object - required: - success - message - retryable properties: success: description: False on conflict. type: boolean example: false message: description: Busy message. type: string example: >- Donor relationships are being updated. Try again in a moment. retryable: description: Retry after the returned delay. type: boolean example: true type: object - required: - status - code - message - data properties: status: description: Error status. type: string example: error code: description: Machine-readable plan conflict. type: string example: PLAN_IMPACT_CONFIRMATION_REQUIRED message: description: Review prompt. type: string example: Review the assignment impact before saving. data: $ref: '#/components/schemas/CrmApiMergePlanImpact' type: object '422': description: Validation or unsupported donor dependency. content: application/json: schema: properties: success: description: False for dependency rejection. type: boolean example: false message: description: Rejection message. type: string example: Resolve listed dependencies before merging. blockers: type: array items: $ref: '#/components/schemas/CrmApiManualMergeBlocker' errors: description: Framework field errors on request validation failure. type: object additionalProperties: true type: object security: - bearerAuth: [] - apiKeyAuth: [] components: schemas: ErrorResponse: title: ErrorResponse description: >- Generic error envelope used by most controllers. Most error responses pair a human-readable `message` with `status: error`. Some endpoints additionally include `errors` (validator errors), `error` (legacy single-error string), `code`, or domain-specific context fields. required: - message properties: message: description: Human-readable error message. type: string example: Something went wrong. Please try again. status: description: >- Always the literal string `error` for failures. Some endpoints omit this field. type: string example: error error: description: Legacy single error code/string used by older endpoints. type: string example: invalid_request nullable: true code: description: >- Optional application-level error code (not all endpoints populate this). type: string example: DONOR_NOT_FOUND nullable: true type: object NotFoundResponse: title: NotFoundResponse description: >- Returned with HTTP 404 when a resource lookup misses (typically because the id doesn't exist OR is scoped to a different `client_id`). Note: many endpoints intentionally collapse 'not found' and 'forbidden' into a single 404 to avoid leaking which records exist in another tenant. required: - message properties: message: description: >- Human-readable message. Often a more specific string like `Donor not found` or `Trip not found`. type: string example: Not Found status: type: string example: error type: object CrmApiMergePlanImpact: properties: material_impact: description: Merge transfers or archives stewardship plan history. type: boolean example: false affected_plans: type: array items: $ref: '#/components/schemas/StewardshipPlanImpactHeader' group_plans: type: array items: $ref: '#/components/schemas/StewardshipPlanImpactHeader' maxItems: 0 transfer_candidates: type: array items: properties: plan_id: description: Affected plan. type: integer example: 42 archive_required: description: Overlapping secondary-owned plan must be archived. type: boolean example: false next_subject_type: description: Transferred subject kind. type: string enum: - donor - null example: donor nullable: true next_subject_id: description: Surviving donor when transferring the plan subject. type: integer example: 42 nullable: true next_members: type: array items: properties: member_type: description: Scope member kind. type: string enum: - donor - household - relationship_group example: donor member_id: description: Member ID. type: integer example: 42 scope_role: description: Scope role. type: string example: core type: object next_action_donor_id: description: Resulting action contact. type: integer example: 42 nullable: true move_action_transfer: description: Open move action donor references transfer. type: boolean example: false scope_changed: description: Scope membership changes. type: boolean example: false type: object scope_changes: type: array items: properties: plan_id: description: Affected plan. type: integer example: 42 archive_required: description: Overlapping secondary-owned plan must be archived. type: boolean example: false next_subject_type: description: Transferred subject kind. type: string enum: - donor - null example: donor nullable: true next_subject_id: description: Surviving donor when transferring the plan subject. type: integer example: 42 nullable: true next_members: type: array items: properties: member_type: description: Scope member kind. type: string enum: - donor - household - relationship_group example: donor member_id: description: Member ID. type: integer example: 42 scope_role: description: Scope role. type: string example: core type: object next_action_donor_id: description: Resulting action contact. type: integer example: 42 nullable: true move_action_transfer: description: Open move action donor references transfer. type: boolean example: false scope_changed: description: Scope membership changes. type: boolean example: false type: object eligible_action_donor_ids: type: array items: description: Eligible surviving action donor. type: integer example: 42 collisions: type: array items: properties: plan_id: description: Affected plan. type: integer example: 42 conflicting_plan: description: Existing overlapping plan scope header. type: object additionalProperties: true type: object authority_changes: type: array items: type: string maxItems: 0 required_repairs: type: array items: properties: plan_id: description: Plan requiring a reviewed repair. type: integer example: 42 choices: type: array items: description: Required merge repair choice. type: string enum: - archive_plan example: archive_plan type: object plan_repairs: type: array items: properties: plan_id: description: Affected plan. type: integer example: 42 archive_required: description: Overlapping secondary-owned plan must be archived. type: boolean example: false next_subject_type: description: Transferred subject kind. type: string enum: - donor - null example: donor nullable: true next_subject_id: description: Surviving donor when transferring the plan subject. type: integer example: 42 nullable: true next_members: type: array items: properties: member_type: description: Scope member kind. type: string enum: - donor - household - relationship_group example: donor member_id: description: Member ID. type: integer example: 42 scope_role: description: Scope role. type: string example: core type: object next_action_donor_id: description: Resulting action contact. type: integer example: 42 nullable: true move_action_transfer: description: Open move action donor references transfer. type: boolean example: false scope_changed: description: Scope membership changes. type: boolean example: false type: object primary_donor_id: description: Surviving donor. type: integer example: 42 secondary_donor_ids: type: array items: description: Donor being merged. type: integer example: 42 command: description: Merge confirmation command. type: string example: donor_merge expires_at: description: Five-minute impact expiry. type: string format: date-time example: '2026-10-20T12:00:00Z' nullable: true impact_version: description: Signed actor/client/merge/impact confirmation. type: string example: issued-plan-impact-version conflicts: description: Present instead of full impact for PLAN_SCOPE_OVERLAP. type: array items: properties: plan_id: description: Overlapping plan. type: integer example: 42 conflicting_plan: description: Overlap details. type: object additionalProperties: true type: object type: object CrmApiManualMergeBlocker: properties: code: description: Dependency or plan blocker code. type: string example: integration_identity_conflict message: description: Readable blocker. type: string example: Review connected identities before merging. donor_id: description: Affected donor when supplied. type: integer example: 42 provider_key: description: Connected provider when supplied. type: string example: quickbooks connection_id: description: Connection ID when supplied. type: integer example: 42 provider_object_type: description: External identity kind. type: string example: customer identities: type: array items: properties: donor_id: description: Identity owner. type: integer example: 42 provider_object_id: description: External object ID. type: string example: customer-123 type: object conflicts: type: array items: description: Stewardship overlapping scope details. type: object additionalProperties: true type: object additionalProperties: true StewardshipPlanImpactHeader: properties: id: description: Record identifier in this organization. type: integer example: 42 nullable: false subject: properties: type: type: string enum: - donor - household - relationship_group example: donor id: description: Record identifier in this organization. type: integer example: 42 nullable: false type: object stage: type: string enum: - qualifying - managed example: qualifying status: type: string enum: - draft - active - paused - completed - archived example: draft period: properties: start: description: Calendar date. type: string format: date example: '2026-10-20' nullable: true end: description: Calendar date. type: string format: date example: '2026-10-20' nullable: true type: object version: description: Optimistic concurrency version. type: integer example: 2 nullable: false action_donor_id: description: Record identifier in this organization. type: integer example: 42 nullable: true scope_version: description: Count. type: integer example: 2 nullable: false type: object securitySchemes: bearerAuth: type: http description: Passport bearer token authentication for legacy admin sessions. scheme: bearer bearerFormat: JWT apiKeyAuth: type: apiKey description: Gratona API key sent with the compatibility header X-HYS-API-Key. name: X-HYS-API-Key in: header ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.