Integration Documentation and API Access
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      1. CSR Partnerships | Double the Donation
      2. Integration Documentation and API Access

      Update Company Program Information

      This article walks through the options for updating existing company program information and adding new company programs in Double the Donation's database.

      Updating Existing Company Programs

      Adding New Programs

      Required Fields

      Field mapping scenarios

      Database defaults

      Documentation

       

      To ensure that the matching gift requests submitted to your platform meet company program requirements, it’s essential that the information about the company’s matching gift program is accurate in the Double the Donation matching gift database. The information that appears to donors is populated from this database, and it is that information that guides donors through the auto-submission process. As such, you must provide the program details of all companies that have matching gift programs through your platform.

      If you do not go through the process of updating company information, or "claiming" your client companies in our database, those companies may not be attributed to your platform and/or auto-submission will not be enabled.

      Any questions about the following should be directed to your partnership contact at Double the Donation or to partners@doublethedonation.com. 

      Updating Existing Company Programs

      To update the program details of an existing company within the Double the Donation database:

      Use the update_company API endpoint to provide the updated fields to the Double the Donation team using your Production API key.

      The required fields are listed in the Data Schema.

      API Endpoint

      Send updated company program information to the update-company endpoint using your Production API key. Updates made using your Production API key are subject to review by the Double the Donation team before publishing.

      The workflow is:

      1. Send company matching gift program details to the API endpoint using your Production API key.

      2. The Double the Donation database team manually reviews the data provided.

      3. The Double the Donation database team approves the matching gift program information and adds it to the database.

      4. Set up a trigger for the API so company information is updated on an ongoing basis as existing clients change their program parameters or if clients close their matching gift program.

      Note: Any updates made using your Test API key will not be reflected in the live Double the Donation database.

      Adding New Programs

      All new programs must be added manually through the CSR Partner Portal using your Production API key and are subject to review by the Double the Donation team.

      Manual Process

      Add new programs to the Double the Donation database using your Production API key in the CSR Partner Portal. The Double the Donation team manually reviews all new company program submissions for quality assurance.

      The workflow is:

      1. Navigate to the Manage Company Programs tab of the CSR Partner Portal using your Production API key: https://doublethedonation.com/corporate-vendor/#/vendor-auth
      2. Select “New” and use the form to add program information. Click “Create”.
      3. The company will be sent to the Double the Donation team for manual review and added to the database.
      The Double the Donation team will work with partners for bulk uploads when a new partnership launches.
      Note: Any new companies added using your Test API key will not be reflected in the live Double the Donation database.

      Required Fields

       

      Some fields in the API and CSR Partner Portal are required in order for the auto-submission integration to function and for the company submission to be deemed valid.

      See the required fields below: 

      Field

      		 Description and Purpose Defaults if No Value Given
      company_name (string)
      Company name, to identify the company
      		 As it appears at the bottom of the company's website
      email_domains (string) Sending address used by employees of the company. This allows 360MatchPro to pair donors with their companies using their email address (e.g. if a donor uses "sally@thehomedepot.com" when they give a gift, 360MatchPro will automatically pull up that company for them).  blank or domain found by DTD database team
      matching_gift_offered (true/false)
      Does the company have a matching gift program?
      true
      minimum_matched_amount (number)
      The minimum dollar amount a donation must meet to be eligible for a match. If there is no minimum, please enter 0. 
      25
      maximum_matched_amount (number)
      The maximum dollar amount a donation must fall under to be eligible for a match. If there is no maximum, please use the maximum_matched string field to indicate no maximum. 
      2500
      ratio (string)
      		 Match ratio. (e.g. "1:1", "2:1", etc.) 1:1
      url_forms (string)
      		 the URL for the company's employee login. This allows donors to go to their matching gift experience when auto-submission is declined or not available. 
             		 DTD database team to include

       

      The additional fields found in the endpoint are not required for auto-submission to function, but are strongly recommended to help your company records maintain accuracy and cleanliness. The very best and most useful submissions will have as many fields filled out and updated as possible. 

       

      Note that company information includes both company program details (submission link, donation minimum, etc.) and, if applicable, verification questions that companies require nonprofits to complete while verifying a matching gift request (confirming the charitable nature of the donation, confirming discrimination policy, etc.).

      Field Mapping Scenarios

      Eligibility for matching gift and volunteer grant programs is complex, and the provided field mapping table may not completely address each company’s matching gift program scenarios. Please refer to the following guide to common field mapping scenarios for guidance and, when in doubt, provide any additional information for the Double the Donation database team in the “misc” field of your API call.

       

      Common field mapping scenarios:
      Scenario Recommendation
      The matching gift minimum, maximum, and/or ratio are different for full-time, part-time, and/or retired employees.
      		  Provide the matching gift minimum, maximum, and ratio that applies to the most common or largest group of employees, in most cases likely full-time employees. Then provide additional frequent scenarios in the “matching_gift_process” field.

      Database defaults

      These defaults will be applied if no information is provided for the following fields:

      • Company Name: As it appears at the bottom of the company's website

      • Submission process: Employees should search the company intranet for the most up-to-date matching gift submission process.

      • Types of nonprofits eligible for matching gifts: All

      • MG Offered: Yes

      • Full-Time: Yes

      • Part-Time: Yes

      • Retirees: No

      • Eligible Orgs: Select All

      • Minimum - Text Displayed: $25

      • Minimum - Numeric: 25

      • Maximum - Text Displayed: $2,500

      • Maximum - Numeric: 2500

      • Currency Code: USD

      • Match Ratio: 1:1

      • Form on Intranet Only: No

      • Guidelines on Intranet Only: No

      • VG Offered: No

      • Distribution:  Monthly

      • Deadline: End of Year  

      • Match Fund Restrictions: Match is unrestricted. Organizations can choose how to allocate.

      Documentation

      • Related endpoint with data model and example value: LINK

      • Input: Provide the program details of the company’s matching gift program, following the data model.

      • Output: You will receive either a success code (200) or an error message (400) with a description of the error.