Existing Records
When creating or scheduling a payment, the behavior of the system depends on how the number field (such as donorNum, campaignNum, or reasonNum) is provided. Below are the possible outcomes:
About matching a donor, campaign, or reason to an existing record:
Value of donorNum/ campaignNum/ reasonNum | Outcome |
|---|---|
| A valid number of an existing record is provided. | The existing record will be used, and the other provided details (e.g., name, phone number) will be ignored. |
| The provided number does not exist. | A new record will be created using the provided details. |
| A number is not provided, even if other object fields are included in the request. | The record will be saved without this object, and the provided details will be ignored. |
The donor Field
The system will also attempt to match the donor to an existing record if both
lastNameandphoneNumberare provided, even ifaccountNumis not included.
If no record is found after searching by
accountNum,lastName, andphoneNumber, the payment will be saved without a donor.