Welcome to the Altrata API and reference documentation portal. Here you can browse our suite of documentation to assist you in streamlining access to our data.

Within this portal we offer helpful tools and tips to better enable the use of our solutions. We provide detailed step-by-step overviews of how to implement and utilize our APIs, Matching technology and Salesforce Application. Our documentation helps you get started quickly and support troubleshooting where applicable.

Altrata Developer Home

Developer Changelog

docs.altrata.com

Getting Access

Services

GraphiQL Explorer

Profile API

Events API

SFTP

Matching

Paging

Errors, Warnings & Limits

APIs & Services

Connecting to the Data Feed

Data Feed Structure Changes

Data Feed Directory Structure

File Format

Data Model

Data Feed

Installation & Authentication

Field Mapping

Data Controls

Page Layouts

Connections

Salesforce App

Altrata Salesforce App

Person

Role

Role Summary

Role Title Category

Membership

Education

External Identifier

Organization Currency Metric

Organization Numeric Metric

Organization

Announcement

Personal Net Worth Summary

Wealth Asset

Personal Wealth Profile

Person Political Donations

Charitable Donations

Personal Relationship

Personal Address

Personal Interest

Person Board Metric

Data Dictionaries

Legal