Product Documentation

Candid License Requirements

1. New Account Lookup (Optional)
   1. Requires Candid Essentials API for clients that want to search Candid for new Charity Accounts
2. Charity Check (Required)
   1. Clients must have licensed Charity Check API or Premier API
   2. Charity Check data is the same between the two products and would populate the Candid Data Record when Get Candid Data Record is called
3. Charity Check PDF (Optional)
   1. Clients must have licensed the Charity Check PDF API to use this functionality.
   2. Functionality will be triggered separately from the Get Candid Data record.
4. Account Details including Financials (Optional)
   1. Clients must have licensed the Premier API
   2. Sections (Summary, Financials, People & Operations, Programs)
   3. Additional details on the Candid Data record will be populated when the client has provided credentials for the Premier API.
   4. The Candid Field List will detail what fields are in the Charity Check versus the other sections (Summary, Financial, People & Operations, Programs)
      1. Candid API Field List Long