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
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.