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All endpoints require an authenticated EMS user session. The session is established via the EMS login flow on the same regional hostname (see Base URL and regions) and is represented as an HTTP cookie. Every subsequent request must echo that cookie back.
Coming Soon — OAuth 2.0 and API-key authentication. Today the API uses the session-cookie flow described below. Contact support@givergy.com to be notified when OAuth or API-key auth becomes available.

Step 1 — Log in

A successful response sets a session access cookie and, in most deployments, an X-CSRF-Token response header. Send the cookie on every subsequent request. If your integration submits non-GET requests (none of the endpoints documented here do), also echo the CSRF token back as X-CSRF-Token.

Optional — OTP / multi-factor

If your account requires OTP for sign-in, exchange these requests before calling the data endpoints:
requestCode triggers OTP delivery (SMS or email per the user’s MFA settings). checkCode verifies the supplied code and upgrades the session to fully authenticated.

Step 2 — Authorization rules per family

All endpoints share session authentication but apply different authorization checks per family:
Custom Data Export endpoints require a dedicated service user provisioned per customer. If you receive 403 Forbidden with a body like {"code":"forbidden","message":"Access forbidden: not a <namespace> client","extra":"<your-user-uuid>"}, the account you authenticated as is not the configured service user for your integration. Contact support@givergy.com to provision the right service user.

Credential handling

Session-cookie authentication ties the integration to a specific service-user account and password. Treat the credentials as you would any other privileged secret:
  • Store them in a secret manager, not in source control or environment files committed to a repo.
  • Rotate on a schedule and after any suspected compromise.
  • Avoid sharing credentials across environments (sandbox vs. production).

Errors specific to authentication

See the full Errors page for the complete error shape and other status codes.