paymentSources

Get a Payment Source

Get a payment source by its unique identifier.

A Payment Source represents a segregated address for incoming deposits. In practice, this can be separate electronic bank addresses (account + routing numbers) or physical mailing addresses (lockboxes). Payment Sources make it easy to independently manage and consolidate incoming payments and donations from different sources which in turn makes reconciliation of money and data seamless. Every Payment Source belongs to a specific Financial Account and can be thought of as a gateway/door for money to flow into the Financial Account. Payment Sources are not separately ledgered which means you can't get the balance of a Payment Source separately from the Financial Account.

Payment Sources should be setup and managed through the Chariot Dashboard.

get/v1/payment_sources/{id}

Path parameters

idstring required

The unique identifier for the payment source

Response

Successfully retrieved the payment source.

idstring

The unique identifier for the payment source

financial_account_idstring

The unique identifier for the financial account that the payment source belongs to

namestring

The name of the payment source

source_type'manual' | 'portal' | 'lockbox' | 'grantmaker'

The type of the payment source

created_atstring date-time

The date and time when the payment source was created

updated_atstring date-time

The date and time when the payment source was last updated

Example response

{
  "id": "payment_source_01j8rs605a4gctmbm58d87mvsj",
  "financial_account_id": "fa_01j8rs605a4gctmbm58d87mvsj",
  "name": "Main Payment Source",
  "source_type": "portal",
  "financial_address": {
    "ach": {
      "account_number": "987654321",
      "routing_number": "101050001"
    }
  },
  "lockbox": {
    "id": "lockbox_01j8rs605a4gctmbm58d87mvsj",
    "address": {
      "city": "New York",
      "country": "US",
      "line1": "123 Main St.",
      "line2": "Suite 2504",
      "postal_code": "12345",
      "state": "NY"
    },
    "created_at": "2020-01-31T23:59:59Z",
    "updated_at": "2020-01-31T23:59:59Z"
  },
  "created_at": "2020-01-31T23:59:59Z",
  "updated_at": "2020-01-31T23:59:59Z"
}

Changes

Changed in 5 of the 41 revisions of this API.31649

Aug 20, 20268446023e02fb614See the full diff
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  the lockbox/address response's property type/format changed from object/ to / for status 200
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  added the optional property lockbox/updated_at to the response with the 200 status
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  added PostalAddress to the lockbox/address response property allOf list for the response status 200
  response-property-all-of-added
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  added the required property lockbox/created_at to the response with the 200 status
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Jun 29, 2026b87f7738d3361025See the full diff
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  media type application/json was changed to a more specific media type application/problem+json for the response status 400
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  media type application/json was changed to a more specific media type application/problem+json for the response status 401
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  media type application/json was changed to a more specific media type application/problem+json for the response status 404
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  media type application/json was changed to a more specific media type application/problem+json for the response status 500
  response-media-type-name-specialized
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  added the required property detail to the response with the 400 status
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This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog
Jun 29, 2026c65f43c5ad905See the full diff
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  removed the optional property details from the response with the 400 status
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Jun 25, 2026f89b4f376e9415See the full diff
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  added the optional property details/items/debug to the response with the 400 status
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Jun 25, 202690671617b825155See the full diff
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  the code response's property type/format changed from number/ to string/ for status 400
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  the code response's property type/format changed from number/ to string/ for status 401
  response-property-type-changed
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  the code response's property type/format changed from number/ to string/ for status 403
  response-property-type-changed
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  the code response's property type/format changed from number/ to string/ for status 404
  response-property-type-changed
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  the code response's property type/format changed from number/ to string/ for status 500
  response-property-type-changed
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  removed the required property error from the response with the 400 status
  response-required-property-removed
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  removed the required property error from the response with the 401 status
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  removed the required property timestamp from the response with the 403 status
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  removed the required property timestamp from the response with the 404 status
  response-required-property-removed
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  removed the required property timestamp from the response with the 500 status
  response-required-property-removed
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  added the optional property details to the response with the 400 status
  response-optional-property-added
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  added the optional property details to the response with the 401 status
  response-optional-property-added
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  added the optional property details to the response with the 403 status
  response-optional-property-added
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  added the optional property details to the response with the 404 status
  response-optional-property-added
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  added the optional property details to the response with the 500 status
  response-optional-property-added
This revision also has 1 change that name no endpoint, such as unreferenced schemas being removed. See the revision's changelog

Full history