Blackbaud · Schema

NewProspectPlan

CreateProspectPlan

Non-ProfitFundraisingDonor ManagementCRMFund AccountingEducationGrantmakingPaymentsPhilanthropySocial Impact

Properties

Name	Type	Description
prospect_id	string	The prospect ID.
prospect_plan_type	string	The plan type. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/prospectplantypecode/entries
sites	array	Sites.
narrative	string	The narrative.
prospect	string	The prospect. Read-only in the SOAP API.
fiscal_year_start_date	string	The fiscal year start date. Read-only in the SOAP API. Uses the format YYYY-MM-DDThh:mm:ss. An example date: 1955-11-05T22:04:00.
fiscal_year_end_date	string	The fiscal year end date. Read-only in the SOAP API. Uses the format YYYY-MM-DDThh:mm:ss. An example date: 1955-11-05T22:04:00.
steps	array	Steps.
prospect_plan_name	string	The plan name.
prospect_plan_participants	array	Prospect plan participants.
secondary_fundraisers	array	Secondary fundraisers.
primary_manager_fundraiser_id	string	The primary manager.
secondary_manager_fundraiser_id	string	The secondary manager.
site_required	boolean	Indicates whether site required. Read-only in the SOAP API.
primary_manager_date_from	string	The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: 1955-11-05T22:04:00.
secondary_manager_date_from	string	The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: 1955-11-05T22:04:00.
start_date	string	The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: 1955-11-05T22:04:00.

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/blackbaud/main/json-schema/blackbaud-new-prospect-plan-schema.json",
  "title": "NewProspectPlan",
  "description": "CreateProspectPlan",
  "x-generated": "2026-10-14",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/blackbaud-altru-prospect-api-openapi.yml#/components/schemas/NewProspectPlan",
  "required": [
    "prospect_id",
    "prospect_plan_type",
    "prospect_plan_name"
  ],
  "type": "object",
  "properties": {
    "prospect_id": {
      "type": "string",
      "description": "The prospect ID."
    },
    "prospect_plan_type": {
      "type": "string",
      "description": "The plan type. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/prospectplantypecode/entries"
    },
    "sites": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/NewProspectPlanSites"
      },
      "description": "Sites."
    },
    "narrative": {
      "maxLength": 1000,
      "minLength": 0,
      "type": "string",
      "description": "The narrative."
    },
    "prospect": {
      "maxLength": 700,
      "minLength": 0,
      "type": "string",
      "description": "The prospect. Read-only in the SOAP API."
    },
    "fiscal_year_start_date": {
      "type": "string",
      "description": "The fiscal year start date. Read-only in the SOAP API. Uses the format YYYY-MM-DDThh:mm:ss. An example date: <i>1955-11-05T22:04:00</i>.",
      "format": "date-time"
    },
    "fiscal_year_end_date": {
      "type": "string",
      "description": "The fiscal year end date. Read-only in the SOAP API. Uses the format YYYY-MM-DDThh:mm:ss. An example date: <i>1955-11-05T22:04:00</i>.",
      "format": "date-time"
    },
    "steps": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/NewProspectPlanSteps"
      },
      "description": "Steps."
    },
    "prospect_plan_name": {
      "maxLength": 100,
      "minLength": 0,
      "type": "string",
      "description": "The plan name."
    },
    "prospect_plan_participants": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/NewProspectPlanProspectPlanParticipants"
      },
      "description": "Prospect plan participants."
    },
    "secondary_fundraisers": {
      "type": "array",
      "items": {
        "$ref": "#/$defs/NewProspectPlanSecondaryFundraisers"
      },
      "description": "Secondary fundraisers."
    },
    "primary_manager_fundraiser_id": {
      "type": "string",
      "description": "The primary manager."
    },
    "secondary_manager_fundraiser_id": {
      "type": "string",
      "description": "The secondary manager."
    },
    "site_required": {
      "type": "boolean",
      "description": "Indicates whether site required. Read-only in the SOAP API."
    },
    "primary_manager_date_from": {
      "type": "string",
      "description": "The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: <i>1955-11-05T22:04:00</i>.",
      "format": "date-time"
    },
    "secondary_manager_date_from": {
      "type": "string",
      "description": "The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: <i>1955-11-05T22:04:00</i>.",
      "format": "date-time"
    },
    "start_date": {
      "type": "string",
      "description": "The start date. Uses the format YYYY-MM-DDThh:mm:ss. An example date: <i>1955-11-05T22:04:00</i>.",
      "format": "date-time"
    }
  },
  "additionalProperties": false,
  "x-display-name": "Prospect Plan Add Form",
  "x-display-id": "Prospect Plan Add Form",
  "$defs": {
    "HourMinute": {
      "type": "object",
      "properties": {
        "hour": {
          "type": "integer",
          "description": "The hour.",
          "format": "int32"
        },
        "minute": {
          "type": "integer",
          "description": "The minute.",
          "format": "int32"
        }
      },
      "description": "HourMinute",
      "x-display-name": "Hour Minute",
      "x-display-id": "Hour Minute"
    },
    "NewProspectPlanProspectPlanParticipants": {
      "required": [
        "constituent_id"
      ],
      "type": "object",
      "properties": {
        "constituent_id": {
          "type": "string",
          "description": "plan participant"
        },
        "plan_participant_role": {
          "type": "string",
          "description": "The role. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/planparticipantrolecode/entries"
        }
      },
      "description": "NewProspectPlanProspectPlanParticipants",
      "x-display-name": "prospect_plan_participants",
      "x-display-id": "prospect_plan_participants"
    },
    "NewProspectPlanSecondaryFundraisers": {
      "required": [
        "fundraiser_id"
      ],
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "description": "id"
        },
        "sequence": {
          "type": "integer",
          "description": "sequence"
        },
        "fundraiser_id": {
          "type": "string",
          "description": "secondary solicitor"
        },
        "solicitor_role": {
          "type": "string",
          "description": "The role. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/solicitorrolecode/entries"
        },
        "date_from": {
          "type": "string",
          "description": "start date",
          "format": "date"
        }
      },
      "description": "NewProspectPlanSecondaryFundraisers",
      "x-display-name": "secondary_fundraisers",
      "x-display-id": "secondary_fundraisers"
    },
    "NewProspectPlanSites": {
      "required": [
        "site_id"
      ],
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "description": "id"
        },
        "site_id": {
          "type": "string",
          "description": "site"
        }
      },
      "description": "NewProspectPlanSites",
      "x-display-name": "sites",
      "x-display-id": "sites"
    },
    "NewProspectPlanSteps": {
      "required": [
        "expected_date",
        "objective",
        "prospect_plan_status",
        "status"
      ],
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "description": "id"
        },
        "plan_outline_step_id": {
          "type": "string",
          "description": "strategy step id"
        },
        "expected_date": {
          "type": "string",
          "description": "expected date",
          "format": "date"
        },
        "expected_start_time": {
          "$ref": "#/$defs/HourMinute"
        },
        "expected_end_time": {
          "$ref": "#/$defs/HourMinute"
        },
        "all_day_event": {
          "type": "boolean",
          "description": "isalldayevent"
        },
        "timezone_entry": {
          "type": "string",
          "description": "The time zone. This simple list can be queried at https://api.sky.blackbaud.com/alt-adnmg/simplelists/7fba76fa-b1ea-4c01-b841-edb18f03fe8c."
        },
        "objective": {
          "type": "string",
          "description": "objective"
        },
        "fundraiser_id": {
          "type": "string",
          "description": "owner"
        },
        "prospect_plan_status": {
          "type": "string",
          "description": "The stage. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/prospectplanstatuscode/entries"
        },
        "status": {
          "type": "string",
          "description": "The status. Available values are <i>planned</i>, <i>pending</i>, <i>completed</i>, <i>cancelled</i>, <i>declined</i>"
        },
        "actual_date": {
          "type": "string",
          "description": "actual date",
          "format": "date"
        },
        "actual_start_time": {
          "$ref": "#/$defs/HourMinute"
        },
        "actual_end_time": {
          "$ref": "#/$defs/HourMinute"
        },
        "interaction_type": {
          "type": "string",
          "description": "The contact method. This code table can be queried at https://api.sky.blackbaud.com/alt-adnmg/codetables/interactiontypecode/entries"
        },
        "interaction_category": {
          "type": "string",
          "description": "The category. This simple list can be queried at https://api.sky.blackbaud.com/alt-adnmg/simplelists/cbba7545-b66f-44ac-aa24-d9c2f8cbc4ec."
        },
        "interaction_subcategory": {
          "type": "string",
          "description": "The subcategory. This simple list can be queried at https://api.sky.blackbaud.com/alt-adnmg/simplelists/0eacc39b-07d1-4641-8774-e319559535a7?parameters=interactioncategoryid,{interactioncategoryid}."
        },
        "has_additional_fundraisers": {
          "type": "string",
          "description": "The additional solicitors. Read-only in the SOAP API. Available values are <i></i>, <i>yes</i>"
        },
        "additional_fundraisers": {
          "type": "array",
          "items": {
            "$ref": "#/$defs/NewProspectPlanStepsAdditionalFundraisers"
          },
          "description": "Additional fundraisers."
        },
        "comment": {
          "type": "string",
          "description": "comment"
        },
        "prospect_name": {
          "type": "string",
          "description": "prospect name"
        },
        "has_participants": {
          "type": "string",
          "description": "The participants. Read-only in the SOAP API. Available values are <i></i>, <i>yes</i>"
        },
        "participants": {
          "type": "array",
          "items": {
            "$ref": "#/$defs/NewProspectPlanStepsParticipants"
          },
          "description": "Participants."
        }
      },
      "description": "NewProspectPlanSteps",
      "x-display-name": "steps",
      "x-display-id": "steps"
    },
    "NewProspectPlanStepsAdditionalFundraisers": {
      "required": [
        "fundraiser_id"
      ],
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "description": "id"
        },
        "fundraiser_id": {
          "type": "string",
          "description": "solicitor"
        }
      },
      "description": "NewProspectPlanStepsAdditionalFundraisers",
      "x-display-name": "additional_fundraisers",
      "x-display-id": "additional_fundraisers"
    },
    "NewProspectPlanStepsParticipants": {
      "type": "object",
      "properties": {
        "id": {
          "type": "string",
          "description": "id"
        },
        "constituent_id": {
          "type": "string",
          "description": "participant"
        }
      },
      "description": "NewProspectPlanStepsParticipants",
      "x-display-name": "participants",
      "x-display-id": "participants"
    }
  }
}

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