FinDock Payment API

Current Version: v2

The FinDock Payment API is a REST API for handling one-time and recurring payments. The API abstracts Salesforce and FinDock configuration details, providing instead informational endpoints. You can use these to build dynamic front-end application that are independent of a specific configuration.

If you are just starting to work with the API, we recommend reading the following guides:

• How the Payment API works
• Getting started with the Payment API
• How to use the Payment API

Salesforce objects, record types and fields

The API is for Salesforce implementations, so there are some Salesforce-specific aspects to take into account. Alongside primitive data types such as string, the Payment API uses several data types that might be unfamiliar to you if you have not worked with Salesforce. These data types are Salesforce objects (sObjects), record types and fields.

sObjects

sObjects are objects that can be stored as records in the Salesforce database. The records are persistent representations of data in the database.

Some API resources accept, or even require, sObjects. The Payer object, for example, requires sObjects such as Contact and Account. The API allows you to define these objects in payloads. FinDock sObjects like Inbound Report can be included as well, but they require you to specify the object fields as Salesforce fields.

Accounts, Contacts, Person Accounts

Salesforce provides two objects to indicate a Payer:

• Account: usually an organization
• Contact: an individual

Added to that simple split is Person Account, which stores information about individual people by combining certain account and contact fields into a single record. It is not its own object, but can be stored as an Account with a specific Record Type (see below).

Some features of Salesforce - for instance Fundraising as used in NonProfit Cloud (NPC) - require an Account to be available. This means that when you have an individual payer you need to send a Person Account instead of a Contact. These features will only work with a Contact object when an Account object is also sent.

Make sure to always check with your Salesforce admin whether they are enabled and / or used!

To send Person Accounts to the FinDock API use an Account object with a RecordTypeName (API name) of a Record Type that is of the type Person Account. By default this is PersonAccount but there is a high chance this was customized or an environment has multiple Person Account Record Types, so always consult your Salesforce admin.

{
  "Account":{
    "RecordTypeName": "person-account-record-type",
        "SalesforceFields":{
          "Name":"Test Payer",
          "BillingStreet":"Any Street",
          "BillingCity":"Any City",
          "BillingPostalCode":"00000"
        }
      }
}

Record types

Record types let Salesforce administrators offer specific business processes, picklist values, and page layouts to different users. Organizations can, for example, differentiate between Account object records by assigning them an Organization or Household record type. This facilitates the application of different types of page layouts or possible field values based on what record type an Account is.

Please note: when the Person Accounts feature is enabled in the environment Record Types are especially important. More information on Person Accounts can be found below.

Salesforce fields

Next to the out-of-the-box Salesforce data model, Salesforce allows administrators to add custom fields to objects in Salesforce. All fields can be seen in the Salesforce Object Manager of the Salesforce org setup. Also, different implementations of Salesforce can use different fields for a value like email. The API allows you to send Salesforce fields, and their corresponding values, as attributes in requests to the API.

Custom fields for standard Salesforce objects like Contact and Account are passed with "__c" at the end. For illustration, we have added the standard fields FirstName and LastName and the custom field TwitterHandle to the Salesforce Contact object.

{
  "Payer":{
    "Contact":{
      "SalesforceFields":{
            "FirstName":"Test",
            "LastName":"Payer",
            "TwitterHandle__c": "@TestPayerFamily"
        }
    }
  }
}

Custom fields for custom FinDock objects like Installment and Recurring Payment can also be passed in a SalesforceFields object. SalesforceFields passed in the OneTime object are copied to the Installment record in Salesforce and SalesforceFields passed in the Recurring object are copied to the Recurring object in Salesforce. What Recurring object the values are stored to depends on whether you use a Source Connector.

    {
      "OneTime":{
        "Amount": 10.0,
        "SalesforceFields": {
          "Sales_Invoice__c": "a506E0000009TfL"
        }
      }
    }

Custom field exceptions

For Person Accounts the following exceptions for (custom) field notations apply:

• Standard Account Fields can be passed as regular fields: "BillingStreet":"Any Street".
• Custom Account Fields can be passed with the regular __c suffix: "Custom_Street__c":"Any Street".
• Standard Contact Fields need to be prefixed with Person, with the exception of FirstName, LastName, Salutation which can be passed as regular fields: "PersonEmail" : "test@findock.com".
• Custom Contact Fields need to be suffixed with __pc: "Custom_email__pc":"test@findock.com"

The fields and their correct notations can be found in the Salesforce Setup > Object Manager for Account.

{
  "Account":{
    "RecordTypeName": "PersonAccount",
    "SalesforceFields":{
      "FirstName": "John",
      "LastName": "Payer",
      "PersonEmail": "test@findock.com",
      "BillingStreet": "Any Street",
      "Custom_account_field__c": "Apartment Name",
      "Custom_contact_field__pc": "Middle Name"
    }
  }
}

For the FinDock for Fundraising source connector used with NonProfit Cloud (NPC), for example, the following exception applies: Since the "Recurring" object (Gift Commitment) is split in two objects (Gift Commitment & Gift Commitment Schedule), a prefix GiftCommitment is required to set SalesforceFields on this object. Fields without prefix are assumed to be set on the Gift Commitment Schedule object. Example: GiftCommitment.GiftVehicle.

You can check which Source Connectors are available in the environment by performing a GET operation on the Source Connector endpoint.

Authentication

Authentication is accomplished through an Oauth2.0 authorization flow. Each Salesforce environment requires its own token. A refresh token can be used to acquire a new access token if the current token has expired. Read more on how to authenticate to Salesforce in the Salesforce developer guide. Both client_id and client_secret can be acquired from the Salesforce 'Setup' from a 'Connected App'.

• The Authorization token can be passed as a Bearer token in the request Header.
• To Acquire a new Authorization token with the returned Refresh token, please make sure to pass the right grant_type, client_id, client_secret and refresh_token as specified in the Salesforce documentation referenced above. To get up and running quickly, use the (unofficial-but-provided-by) Salesforce Postman Collection, as explained in this blog and look for the 'auth' folder.

Error and response codes

When the API was not called successfully, you will receive a HTTP Status Code 4xx or 500. Specifically a 422 code is returned when the message was well-formed, but could not be processed because of - for instance - wrong data. In the response you will find additional information on how to prevent or handle the error through an array of Errors with an error_code and error_message.

Example of an error that is returned whenever an incorrect request is sent:

{
  "Errors": [
    {
      "error_message": "Amount can't be 0 or negative",
      "error_code": "200"
    }
  ]
}

Below is a collection of possible error codes:

For more information on errors and response codes and debugging the API, please see Troubleshooting the Payment API.

Webhook events and notifications

To receive updates on payments created with the /PaymentIntent endpoint:

• pass an endpoint URL in the WebhookURL parameter in the request body.
• add your URL to the Remote Site Setting of the Salesforce environment.

FinDock sends you notifications for the following events around your API call:

No specific events are sent for recurring payments other than the paymentIntent which contains the Salesforce Id of the recurring record.

For more information about processing online payments, please Processing online payments.

Webhook content

For paymentIntent you receive notifications with the following body. Each event contains a type and a data object with further details. Check out the PaymentIntent object schema for definitions.

{
  "type": "paymentIntent.processed",
  "data": {
    "Status": "Matched",
    "Recurring": {
      "Url": "/services/data/v63.0/sobjects/cpm__Recurring_Payment__c/a0V3X00000S7b5YUAR",
      "Type": "cpm__Recurring_Payment__c",
      "Id": "a0V3X00000S7b5YUAR"
    },
    "Payer": {
      "Contact": {
        "Url": "/services/data/v63.0/sobjects/Contact/0033X00003H9uZPQAZ",
        "Type": "Contact",
        "Id": "0033X00003H9uZPQAZ",
        "Name": "Test Payment"
      },
      "Account": {
        "Url": "/services/data/v63.0/sobjects/Account/0013X00002bZPGIQA4",
        "Type": "Account",
        "Id": "0013X00002bZPGIQA4",
        "Name": "Payment Family"
      }
    },
    "OneTime": {
      "Url": "/services/data/v63.0/sobjects/cpm__Installment__c/a083X00001mFTBAQA4",
      "Type": "cpm__Installment__c",
      "Id": "a083X00001mFTBAQA4",
      "Status": "Pending"
    },
    "Id": "pi_6cazikr7625yqt9mf"
  }
}

For installment you receive a notification with the following body.

{
  "type": "installment",
  "data": {
    "Url": "/services/data/v63.0/sobjects/cpm__Installment__c/a083X00001kJynLQAS",
    "Type": "cpm__Installment__c",
    "Id": "a083X00001kJynLQAS",
    "Target": "Adyen1",
    "Status": "Collected",
    "RecordTypeName": "Receivable",
    "PayUrl": "https://link.dev.findock.com/pay/3xxxxmuai2/8897b4da-e48a-7ff3-90dd-ecb65094802c",
    "Payments": [
      {
        "Url": "/services/data/v63.0/sobjects/cpm__Payment__c/a0R3X00000V1sutUAB",
        "Type": "cpm__Payment__c",
        "Id": "a0R3X00000V1sutUAB",
        "PaymentProcessor": "PaymentHub-Adyen",
        "PaymentMethod": "CreditCard",
        "CollectionDate": "2020-11-26",
        "Amount": 15
      }
    ],
    "PaymentProcessor": "PaymentHub-Adyen",
    "PaymentMethod": "CreditCard",
    "PaymentIntentId": "pi_5jthokq7z8som0w6o",
    "AmountOpen": 0,
    "Amount": 15
  }
}

Servers

• https://YourOrgDomainName.force.com/services/apexrest/cpm/v2