For the complete documentation index, see llms.txt. This page is also available as Markdown.

Tokenization

Update an existing card or ACH token

put

Provide one of TokenGuid, ExternalCardToken, or ExternalCheckToken to identify the token. Only include the fields you want to update — all fields are optional. Card fields (CardNum, ExpMonth, ExpYear, CVNum, NameOnCard) are only valid for card tokens. ACH fields (CheckRoutingNumber, CheckAccountNumber, etc.) are only valid for ACH tokens.

Header parameters
AccessTokenstringRequired

access token

Body
TokenGuidstring · nullableOptional

Token identifier - provide one of: TokenGuid, ExternalCardToken, or ExternalCheckToken

ExternalCardTokenstring · max: 200 · nullableOptional

optional (max: 200) - 3rd party gateway card token

ExternalCheckTokenstring · max: 200 · nullableOptional

optional (max: 200) - 3rd party gateway check/ACH token

CardNumstring · max: 30 · nullableOptional

optional (max: 30) - updated credit card number

ExpMonthstring · min: 2 · max: 2 · nullableOptional

optional - example: "01" for January

ExpYearstring · min: 2 · max: 2 · nullableOptional

optional - example: "29" for 2029

CVNumstring · max: 4 · nullableOptional

optional (max: 4) - CVV

NameOnCardstring · max: 25 · nullableOptional

optional (max: 25) - updated name on card

CheckRoutingNumberstring · max: 9 · nullableOptional

optional (max: 9) - updated bank routing number

CheckAccountNumberstring · max: 20 · nullableOptional

optional (max: 20) - updated bank account number

CheckNumberstring · max: 10 · nullableOptional

optional (max: 10) - check number

CheckAccountTypeIdstring · nullableOptional

optional - 1=Checking, 2=Saving

CheckTypeIdstring · nullableOptional

optional - 1=Personal, 2=Corporate, 3=Government

NameOnCheckstring · max: 25 · nullableOptional

optional (max: 25) - updated name on check

Emailstring · email · max: 100 · nullableOptional

optional (max: 100) - updated billing email

FirstNamestring · max: 50 · nullableOptional

optional (max: 50) - billing first name

LastNamestring · max: 50 · nullableOptional

optional (max: 50) - billing last name

Zipstring · max: 10 · nullableOptional

optional (max: 10) - billing zip/postal code

Streetstring · max: 50 · nullableOptional

optional (max: 50) - billing street address

Citystring · max: 50 · nullableOptional

optional (max: 50) - billing city

Statestring · max: 50 · nullableOptional

optional (max: 50) - 2 char US state code or non-US equivalent

Countrystring · max: 2 · nullableOptional

optional - 2 char country code

Currencystring · max: 3 · nullableOptional

optional - 3 char currency code, e.g. "USD", "CAD"

ExternalConstituentIdstring · max: 200 · nullableOptional

optional (max: 200) - constituent id from partner system

IsDefaultboolean · nullableOptional

optional - when true, designates this token as the default payment method for the constituent; clears IsDefault on all other tokens for the same constituent and processor

IntegrationSourcestring · nullableOptional

optional - internal use - Identifies integrated Product; validated against the integration source that created the token

Responses
200

Returns the updated token details

application/json
SuccessfulbooleanOptional

True if the token update was successful

Messagestring · nullableOptional

Update token response message

ProcessorMessagestring · nullableOptional

Processor response message

TokenGuidstring · uuidOptional

The TokenGuid identifying this token

ExternalCardTokenstring · nullableOptional

Updated ExternalCardToken - may differ from the original if the card number was changed on a processor that requires a new token (e.g. Stripe)

ExternalCheckTokenstring · nullableOptional

Updated ExternalCheckToken - may differ from the original if the bank account was changed on a processor that requires a new token

ExternalCustomerIdstring · nullableOptional

ExternalCustomerId - 3rd party gateway customer id tied to the token

ExternalConstituentIdstring · nullableOptional

Partner's constituent/donor id stored on the token record

ResponseCodestring · nullableOptional

Response Code - "0" on success, any other value indicates an error

put/api/token
PUT /api/token HTTP/1.1
AccessToken: text
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 539

{
  "TokenGuid": "text",
  "ExternalCardToken": "text",
  "ExternalCheckToken": "text",
  "CardNum": "text",
  "ExpMonth": "text",
  "ExpYear": "text",
  "CVNum": "text",
  "NameOnCard": "text",
  "CheckRoutingNumber": "text",
  "CheckAccountNumber": "text",
  "CheckNumber": "text",
  "CheckAccountTypeId": "text",
  "CheckTypeId": "text",
  "NameOnCheck": "text",
  "Email": "name@gmail.com",
  "FirstName": "text",
  "LastName": "text",
  "Zip": "text",
  "Street": "text",
  "City": "text",
  "State": "text",
  "Country": "text",
  "Currency": "text",
  "ExternalConstituentId": "text",
  "IsDefault": true,
  "IntegrationSource": "text"
}
{
  "Successful": true,
  "Message": "text",
  "ProcessorMessage": "text",
  "TokenGuid": "123e4567-e89b-12d3-a456-426614174000",
  "ExternalCardToken": "text",
  "ExternalCheckToken": "text",
  "ExternalCustomerId": "text",
  "ExternalConstituentId": "text",
  "ResponseCode": "text"
}

Cancel/delete a payment token by TokenGuid, ExternalCardToken, or ExternalCheckToken

delete

Removes the token from the payment gateway and soft-deletes the token record. The IntegrationSource that created the token must match.

Query parameters
TokenGuidstringOptional

Token identifier - provide one of: TokenGuid, ExternalCardToken, or ExternalCheckToken

ExternalCardTokenstring · max: 200Optional

optional (max: 200) - 3rd party gateway card token

ExternalCheckTokenstring · max: 200Optional

optional (max: 200) - 3rd party gateway check/ACH token

IntegrationSourcestringOptional

optional - internal use - Identifies integrated Product; validated against the integration source that created the token

Header parameters
AccessTokenstringRequired

access token

Responses
200

Token successfully deleted

application/json
SuccessfulbooleanOptional

True if the token was successfully cancelled/deleted

TokenGuidstring · uuidOptional

The TokenGuid that was deleted

ExternalCardTokenstring · nullableOptional

3rd party gateway card token that was deleted (null for ACH tokens)

ExternalCheckTokenstring · nullableOptional

3rd party gateway check/ACH token that was deleted (null for card tokens)

ExternalCustomerIdstring · nullableOptional

3rd party gateway customer id associated with the deleted token

ExternalConstituentIdstring · nullableOptional

Partner's constituent/donor id stored on the deleted token record

Messagestring · nullableOptional

Response message

ProcessorMessagestring · nullableOptional

Processor response message

ResponseCodestring · nullableOptional

Response code - "0" on success, any other value indicates an error

delete/api/token
DELETE /api/token HTTP/1.1
AccessToken: text
Accept: */*
{
  "Successful": true,
  "TokenGuid": "123e4567-e89b-12d3-a456-426614174000",
  "ExternalCardToken": "text",
  "ExternalCheckToken": "text",
  "ExternalCustomerId": "text",
  "ExternalConstituentId": "text",
  "Message": "text",
  "ProcessorMessage": "text",
  "ResponseCode": "text"
}

Tokenize a credit card

post
Header parameters
AccessTokenstringRequired

access token

Body
ProcessorGuidstring · nullableOptional

optional for Non-Profit transactions like donations but required if For-Profit API Partner - Identifies Processor being used by an API Partner

CharityIdstring · nullableOptional

optional - Valid CharityId from Charity Search

OrganizationGuidstring · nullableOptional

internal use - Valid Panorama Organization Guid

IntegrationSourcestring · nullableOptional

internal use

CardNumstring · max: 30Required

Valid Credit card number

CardTypestring · max: 20 · nullableOptional

optional (max: 20) - "American Express", "Mastercard", "Visa", "Discover", "Diners Club" - will be set internally based on cardNum

ExpMonthstring · min: 2 · max: 2Required

example: "01" for January - required

ExpYearstring · min: 2 · max: 2Required

example: "29" for 2029 - required

CVNumstring · max: 4 · nullableOptional

optional (max: 4) - valid CVV - please provide for CVV checks

NameOnCardstring · max: 25Required

required - Name on Card

Emailstring · email · max: 100Required

required - valid contact email

Zipstring · max: 10 · nullableOptional

optional (max: 10) - please provide for best interchange and avs checks - US, CA, AU formats are validated (example formats - US: 12345 or 12345-1234, CA: A1A 1A1, AU: 3000

Streetstring · max: 50Required

required - please provide for best interchange and avs checks

Citystring · max: 50Required

required - please provide for best interchange and avs checks

Statestring · max: 50 · nullableOptional

optional - 2 char US state code, 3 char may be used for other non-US

Countrystring · max: 2Required

required - 2 char country code

Currencystring · max: 3 · nullableOptional

optional - 3 char currency code - Example for US - "USD", for CA - "CAD"

ExternalConstituentIdstring · max: 200 · nullableOptional

optional (max: 200) - ConstituentId per Product

ExternalCustomerIdstring · max: 200 · nullableOptional

optional (max: 200) - ArgoFire Gateway CustomerKey for pre-existing ArgoFire customers without a Payment API token record

FirstNamestring · max: 50 · nullableOptional

optional (max: 50) - billing First Name

LastNamestring · max: 50 · nullableOptional

optional (max: 50) - billing Last Name

IpAddressstring · max: 40 · nullableOptional

client ip address (max: 40) where transaction originates

Responses
201

Returns the newly created token

application/json
SuccessfulbooleanOptional

This is "true" tokenization process was successful, and "false" if unsuccessful.

Messagestring · nullableOptional

Get Token response message

ProcessorMessagestring · nullableOptional

Get Token Processor response message

TransactionIdstring · nullableOptional

Not currently used and may be null

TokenGuidstring · uuidOptional

The unique GUID associated with the credit card or bank token you created that is used with the api/paymentToken endpoint

ExternalCardTokenstring · nullableOptional

ExternalCardToken if available to return - represents 3rd party gateway card token

ExternalCheckTokenstring · nullableOptional

ExternalCheckToken if available to return - represents 3rd party gateway check token

ExternalCustomerIdstring · nullableOptional

ExternalCustomerId if available to return - represents 3rd party gateway customer id tied to gateway token

ExternalConstituentIdstring · nullableOptional

Partner's constituent/donor id provided at tokenize time

ResponseCodestring · nullableOptional

Response Code - Successful = "OK" or "0", any other response code unsuccessful

post/api/tokenize
POST /api/tokenize HTTP/1.1
AccessToken: text
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 434

{
  "ProcessorGuid": "text",
  "CharityId": "text",
  "OrganizationGuid": "text",
  "IntegrationSource": "text",
  "CardNum": "text",
  "CardType": "text",
  "ExpMonth": "text",
  "ExpYear": "text",
  "CVNum": "text",
  "NameOnCard": "text",
  "Email": "name@gmail.com",
  "Zip": "text",
  "Street": "text",
  "City": "text",
  "State": "text",
  "Country": "text",
  "Currency": "text",
  "ExternalConstituentId": "text",
  "ExternalCustomerId": "text",
  "FirstName": "text",
  "LastName": "text",
  "IpAddress": "text"
}
{
  "Successful": true,
  "Message": "text",
  "ProcessorMessage": "text",
  "TransactionId": "text",
  "TokenGuid": "123e4567-e89b-12d3-a456-426614174000",
  "ExternalCardToken": "text",
  "ExternalCheckToken": "text",
  "ExternalCustomerId": "text",
  "ExternalConstituentId": "text",
  "ResponseCode": "text"
}

Tokenize ACH/check account

post
Header parameters
AccessTokenstringRequired

access token

Body
ProcessorGuidstring · nullableOptional

optional for Non-Profit transactions like donations but required if For-Profit API Partner - Identifies Processor being used by an API Partner

CharityIdstring · nullableOptional

optional - Valid CharityId Guid from Charity Search

OrganizationGuidstring · nullableOptional

internal use - Valid Panorama Organization Guid

IntegrationSourcestring · nullableOptional

internal use - Identifies integrated Product

CheckRoutingNumberstring · max: 9Required

required - Valid Check Bank Routing Number - formats - US: Enter 9-digits, CA: Enter 9-digits (Format: 0YYYXXXXX: A mandatory leading zero. YYY: The 3-digit institution number. XXXXX: The 5-digit transit number), AU: Enter 6-digits - BSB Number (Bank State Branch) without hyphen

CheckAccountNumberstring · max: 20Required

required - Valid Check Account Number - formats - US: Enter 8-12 digits, CA: Enter 7-12 digits, AU: Enter 3-9 digits

CheckNumberstring · max: 10 · nullableOptional

optional (max: 10) - Valid Check Number

CheckAccountTypeIdstringRequired

required for Check ACH transactions - possible values - 1 - Checking, 2 - Saving

CheckTypeIdstringRequired

required for Check ACH transactions - possible values - 1 - Personal, 2 - Corporate, 3 - Government

NameOnCheckstring · max: 25Required

required - Name on ACH Check Account

Emailstring · email · max: 100Required

required - valid contact email

Zipstring · max: 10 · nullableOptional

optional (max: 10) - US, CA, AU formats are validated (example formats - US: 12345 or 12345-1234, CA: A1A 1A1, AU: 3000

Streetstring · max: 50Required

optional (max: 50) - billing street

Citystring · max: 50Required

optional (max: 50) - billing city

Statestring · max: 50 · nullableOptional

optional - 2 char US state code, 3 char may be used for other non-US

Countrystring · max: 2Required

optional - 2 char country code

Currencystring · max: 3 · nullableOptional

optional - 3 char currency code - Example for US - "USD", for CA - "CAD"

ExternalConstituentIdstring · max: 200 · nullableOptional

optional (max: 200) - ConstituentId per Product

ExternalCustomerIdstring · max: 200 · nullableOptional

optional (max: 200) - ArgoFire Gateway CustomerKey for pre-existing ArgoFire customers without a Payment API token record

FirstNamestring · max: 50 · nullableOptional

optional (max: 50) - billing First Name

LastNamestring · max: 50 · nullableOptional

optional (max: 50) - billing Last Name

IpAddressstring · max: 40 · nullableOptional

client ip address (max: 40) where transaction originates

Responses
201

Returns the newly created token

application/json
SuccessfulbooleanOptional

This is "true" tokenization process was successful, and "false" if unsuccessful.

Messagestring · nullableOptional

Get Token response message

ProcessorMessagestring · nullableOptional

Get Token Processor response message

TransactionIdstring · nullableOptional

Not currently used and may be null

TokenGuidstring · uuidOptional

The unique GUID associated with the credit card or bank token you created that is used with the api/paymentToken endpoint

ExternalCardTokenstring · nullableOptional

ExternalCardToken if available to return - represents 3rd party gateway card token

ExternalCheckTokenstring · nullableOptional

ExternalCheckToken if available to return - represents 3rd party gateway check token

ExternalCustomerIdstring · nullableOptional

ExternalCustomerId if available to return - represents 3rd party gateway customer id tied to gateway token

ExternalConstituentIdstring · nullableOptional

Partner's constituent/donor id provided at tokenize time

ResponseCodestring · nullableOptional

Response Code - Successful = "OK" or "0", any other response code unsuccessful

post/api/tokenizeAch
POST /api/tokenizeAch HTTP/1.1
AccessToken: text
Content-Type: application/json-patch+json
Accept: */*
Content-Length: 476

{
  "ProcessorGuid": "text",
  "CharityId": "text",
  "OrganizationGuid": "text",
  "IntegrationSource": "text",
  "CheckRoutingNumber": "text",
  "CheckAccountNumber": "text",
  "CheckNumber": "text",
  "CheckAccountTypeId": "text",
  "CheckTypeId": "text",
  "NameOnCheck": "text",
  "Email": "name@gmail.com",
  "Zip": "text",
  "Street": "text",
  "City": "text",
  "State": "text",
  "Country": "text",
  "Currency": "text",
  "ExternalConstituentId": "text",
  "ExternalCustomerId": "text",
  "FirstName": "text",
  "LastName": "text",
  "IpAddress": "text"
}
{
  "Successful": true,
  "Message": "text",
  "ProcessorMessage": "text",
  "TransactionId": "text",
  "TokenGuid": "123e4567-e89b-12d3-a456-426614174000",
  "ExternalCardToken": "text",
  "ExternalCheckToken": "text",
  "ExternalCustomerId": "text",
  "ExternalConstituentId": "text",
  "ResponseCode": "text"
}

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