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Chariot import - get api access and investigate pulling in DAF (in particular PayPal grants) directly
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Description

We have a couple of issues that would be solved by getting direct access to the Chariot api and pulling in donations directly from there

  1. we are missing information to link incoming PayPal Grants payments to the contributions entered in Civi
  2. @Lars is working with @MDemosWMF on a Chariot import which has some challenges

On discussing with Melanie it seems that DAFs are being consolidated into Chariot so it makes sense to get this working properly

Looking at Chariot they appear to have a mature api https://docs.givechariot.com/api - and if we could get access we can pull in directly. There has been some suggesting that it gets to us via Gravy but from an fr-tech point of view using the Chariot api directly is almost certainly going to be less work with more control / options so I would really like us to, as a first step, get api credentials set up - @EMartin are you OK with requesting Chariot api credentials so we can explore what we can get this way?

Event Timeline

@Eileenmcnaughton Yes, by all means, let's ask for the credentials. The only reason we thought Gr4vy could be in the flow was that it would be less work for FRTech but if it is easier, then let's take that approach. I will see what we need to do to get those credentials. Stay tuned.

thanks @EMartin - I'm not going to weigh in on whether involving Gravy is useful on the front end integration but on fetching data that is in there getting it directly is almost certainly less work without Gr4vy

I don't see any value @Eileenmcnaughton that Gr4vy would add other than to offload FRTech's work. I was struggling to see why we could use them other than to avoid FRTech the API integration work. If it is easier, then that settles it .

AKanji-WMF subscribed.

Thanks @EMartin - ignore if this is already under way, but let us know if you want us to draft the request to Chariot, or whether we'd need to log in to our instance to retrieve keys directly.

Updating here that we've looped @Eileenmcnaughton in on our email thread with Chariot regarding this. They told us that dashboard APIs are going live later this month, which is what we'll need to get the data out of Chariot into Civi. We will have to wait until then to investigate further.

Checking on this @MDemosWMF - do we need to get any documentation from Chariot at this stage?