ContactSync API

SmartyGrants offers a ContactSync API for customers that want to integrate SmartyGrants with other business applications, such as a CRM system. It provides functionality for software developers to retrieve details of contacts, grant involvements and communications held in SmartyGrants and allows one-way synchronisation of this data from SmartyGrants to another system.

The SmartyGrants ContactSync API provides the following functionality:

  1. Retrieve contacts from SmartyGrants, including contact details and a summary of each grant which the contact has been involved with.

  2. Retrieve contact file notes for each contact, including details of emails that have been sent to them through SmartyGrants.

  3. Request a list of newly created/modified contacts where the contact or any associated item has been modified. Modifications include contact details, file notes, or any of the grant applications the contact has been involved in.

Implementation

The SmartyGrants ContactSync API is not specific to any particular CRM or other system. Customers will need to build an API Client that will invoke the SmartyGrants API, either as part of their application, integration layer, or as a stand-alone component. The API is based on standard web technologies, including JSON/REST and HTTPS, and a developer guide can be requested from the SmartyGrants Support Team. We can provide a trial API key that can be securely retrieved via the Account Settings.

If you are interested in having the ContactSync or Payments API enabled for your SmartyGrants account, please contact the SmartyGrants Support Team. For related pricing costs please visit our Pricing page.

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