Bloomerang Constituents API

openapi: 3.0.3
info:
  title: Bloomerang REST API v2 Constituents API
  description: The Bloomerang REST API v2 is a private-key, server-to-server API for reading and writing data in a Bloomerang donor management CRM account - constituents, transactions (donations, pledges, recurring donations), interactions, notes, relationships, and webhook subscriptions. Requests are authenticated with either a private API key sent in the X-Api-Key header (generated by an Administrator user under User Settings) or an OAuth 2.0 access token for third-party applications. Bloomerang does not offer a sandbox environment - all requests operate against production data. Endpoints for Constituents, Transactions, and Interactions are directly confirmed in Bloomerang's public documentation and third-party integration guides; endpoints for Households, Notes, Relationships, Custom Fields, Webhooks, Users, Funds, Campaigns, and Appeals are modeled from Bloomerang's REST API v1 resource parity, community client libraries, and CRM feature documentation, since Bloomerang does not publish a complete, versioned OpenAPI/Swagger document for v2. See review.yml in this repository for the endpointsConfirmed vs endpointsModeled breakdown.
  version: '2.0'
  contact:
    name: Bloomerang
    url: https://bloomerang.com/api/rest-api
servers:
- url: https://api.bloomerang.co/v2
  description: Bloomerang REST API v2 (production - no sandbox is offered)
security:
- apiKeyAuth: []
- oauth2Bearer: []
tags:
- name: Constituents
  description: Individuals, households, and organizations tracked as donors and contacts.
paths:
  /constituents:
    get:
      operationId: listConstituents
      tags:
      - Constituents
      summary: List constituents
      description: Lists constituents, paginated with skip/take parameters.
      parameters:
      - $ref: '#/components/parameters/Skip'
      - $ref: '#/components/parameters/Take'
      responses:
        '200':
          description: A page of constituents.
          content:
            application/json:
              schema:
                type: object
                properties:
                  Results:
                    type: array
                    items:
                      $ref: '#/components/schemas/Constituent'
                  Total:
                    type: integer
        '401':
          $ref: '#/components/responses/Unauthorized'
    post:
      operationId: createConstituent
      tags:
      - Constituents
      summary: Create a constituent
      description: Creates a new constituent record.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ConstituentInput'
      responses:
        '200':
          description: The created constituent.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Constituent'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '422':
          $ref: '#/components/responses/ValidationError'
  /constituents/search:
    get:
      operationId: searchConstituents
      tags:
      - Constituents
      summary: Search constituents
      description: Full-text search across constituent names and identifying fields.
      parameters:
      - name: search
        in: query
        required: true
        description: Search term, e.g. a constituent's name.
        schema:
          type: string
      - $ref: '#/components/parameters/Skip'
      - $ref: '#/components/parameters/Take'
      responses:
        '200':
          description: Matching constituents.
          content:
            application/json:
              schema:
                type: object
                properties:
                  Results:
                    type: array
                    items:
                      $ref: '#/components/schemas/Constituent'
        '401':
          $ref: '#/components/responses/Unauthorized'
  /constituents/{id}:
    parameters:
    - $ref: '#/components/parameters/ConstituentId'
    get:
      operationId: getConstituent
      tags:
      - Constituents
      summary: Retrieve a constituent
      description: Retrieves a constituent by ID.
      responses:
        '200':
          description: The requested constituent.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Constituent'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
    patch:
      operationId: updateConstituent
      tags:
      - Constituents
      summary: Update a constituent
      description: Updates fields on an existing constituent.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ConstituentInput'
      responses:
        '200':
          description: The updated constituent.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Constituent'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
        '422':
          $ref: '#/components/responses/ValidationError'
  /constituents/{id}/timeline:
    parameters:
    - $ref: '#/components/parameters/ConstituentId'
    get:
      operationId: getConstituentTimeline
      tags:
      - Constituents
      summary: Get a constituent's timeline
      description: Retrieves the combined engagement timeline for a constituent - notes, interactions, donations, recurring donations, recurring donation payments, pledges, pledge payments, and tasks.
      responses:
        '200':
          description: The constituent timeline.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ConstituentTimeline'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
components:
  schemas:
    Note:
      allOf:
      - $ref: '#/components/schemas/NoteInput'
      - type: object
        properties:
          Id:
            type: integer
    ConstituentTimeline:
      type: object
      properties:
        Id:
          type: integer
        Notes:
          type: array
          items:
            $ref: '#/components/schemas/Note'
        Interactions:
          type: array
          items:
            $ref: '#/components/schemas/Interaction'
        Donations:
          type: array
          items:
            $ref: '#/components/schemas/Transaction'
        RecurringDonations:
          type: array
          items:
            type: object
            additionalProperties: true
        RecurringDonationPayments:
          type: array
          items:
            type: object
            additionalProperties: true
        Pledges:
          type: array
          items:
            type: object
            additionalProperties: true
        PledgePayments:
          type: array
          items:
            type: object
            additionalProperties: true
        Tasks:
          type: array
          items:
            type: object
            additionalProperties: true
    Transaction:
      allOf:
      - $ref: '#/components/schemas/TransactionInput'
      - type: object
        properties:
          Id:
            type: integer
          CreatedDate:
            type: string
            format: date-time
    InteractionInput:
      type: object
      required:
      - AccountId
      - Date
      - Channel
      properties:
        AccountId:
          type: integer
        Date:
          type: string
          format: date
        Channel:
          type: string
          enum:
          - Call
          - Email
          - InPerson
          - Letter
          - Other
        Purpose:
          type: string
        Note:
          type: string
        UserId:
          type: integer
    Error:
      type: object
      properties:
        Message:
          type: string
        Errors:
          type: array
          items:
            type: string
    Constituent:
      allOf:
      - $ref: '#/components/schemas/ConstituentInput'
      - type: object
        properties:
          Id:
            type: integer
          AccountNumber:
            type: string
          CreatedDate:
            type: string
            format: date-time
          LastModifiedDate:
            type: string
            format: date-time
    NoteInput:
      type: object
      required:
      - AccountId
      - Note
      properties:
        AccountId:
          type: integer
        Note:
          type: string
        Date:
          type: string
          format: date
        AttachmentIds:
          type: array
          items:
            type: integer
    ConstituentInput:
      type: object
      properties:
        Type:
          type: string
          enum:
          - Individual
          - Organization
          - Household
        FirstName:
          type: string
        LastName:
          type: string
        FullName:
          type: string
        Status:
          type: string
          enum:
          - Active
          - Inactive
          - Deceased
        EmailAddress:
          type: object
          properties:
            Value:
              type: string
              format: email
            Type:
              type: string
        PhoneNumber:
          type: object
          properties:
            Number:
              type: string
            Type:
              type: string
        Address:
          type: object
          properties:
            Street:
              type: string
            City:
              type: string
            State:
              type: string
            PostalCode:
              type: string
            Country:
              type: string
        CustomValues:
          type: array
          items:
            type: object
            additionalProperties: true
    TransactionInput:
      type: object
      required:
      - AccountId
      - Date
      - Designations
      properties:
        AccountId:
          type: integer
          description: The constituent ID this transaction is attributed to.
        Date:
          type: string
          format: date
        Method:
          type: string
          enum:
          - Cash
          - Check
          - CreditCard
          - AchDebit
          - Other
        Designations:
          type: array
          items:
            type: object
            properties:
              Type:
                type: string
                enum:
                - Donation
                - Pledge
                - PledgePayment
                - RecurringDonation
                - RecurringDonationPayment
              FundId:
                type: integer
              CampaignId:
                type: integer
              AppealId:
                type: integer
              Amount:
                type: number
                format: double
    Interaction:
      allOf:
      - $ref: '#/components/schemas/InteractionInput'
      - type: object
        properties:
          Id:
            type: integer
  parameters:
    Skip:
      name: skip
      in: query
      required: false
      description: Number of records to skip, for pagination.
      schema:
        type: integer
        default: 0
    Take:
      name: take
      in: query
      required: false
      description: Number of records to return, for pagination.
      schema:
        type: integer
        default: 50
    ConstituentId:
      name: id
      in: path
      required: true
      description: The ID of the constituent.
      schema:
        type: integer
  responses:
    Unauthorized:
      description: Missing or invalid API key / access token.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    ValidationError:
      description: The request payload failed validation.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    NotFound:
      description: The requested resource was not found.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  securitySchemes:
    apiKeyAuth:
      type: apiKey
      in: header
      name: X-Api-Key
      description: Private API key generated by an Administrator user in Bloomerang under User Settings > Edit My User. Grants full read/write access - keep it secret.
    oauth2Bearer:
      type: oauth2
      description: 'OAuth 2.0 access token for third-party applications, presented as `Authorization: Bearer {access_token}`.'
      flows:
        authorizationCode:
          authorizationUrl: https://crm.bloomerang.co/oauth/authorize
          tokenUrl: https://api.bloomerang.co/v2/oauth/token
          scopes:
            api: Full read/write access to account data.