Best Of
Re: Help with using the POST Request API
Hi,
It took a few weeks to raise a support ticket, as I wasn’t familiar with the process—the chat feature wasn’t working for me, I couldn’t reach anyone by phone, and it took some time to locate the correct email address. It turns out that everything in the UK is handled by Buzzacott.
After discussing it with Buzzacott, I get the impression the current functionality is intentional. Many fields in the requests table are tied to ID fields, so it would make sense not to allow the description of the ID field to be updatable, as otherwise it could cause issues in the back end. So, limiting the API to only update custom fields would keep things simpler and avoid complications.
That said, I’ve asked Buzzacott if they can raise it with BB as I'd like to hear the official answer. I've not heard anything back yet. I'll update this feed when I do hear something.
The Buzzacott support ticket number is: C-27611 if that helps.
Re: NXT Duplicate Management - Are you using it?
That an excellent question @Austen Brown. I am really worried about some of the Prospect data. We use a lot of financial information which is not editable in NXT. I just ran a test with a duplicate which had information in both records to see if this information would merge successfully, and I'm glad to say it did.
I would love if there was a bit more information if there was data that does not carry over. I don't doubt that @JoAnn Strommen's not seeing the NetCommunity stuff move over. I would like to see a definitive list of what can be merged and what can't.
I'll go back up and edit my post since I see things are different than I expected.
Re: Power BI - Record Limit
it appears you are using the custom power bi connector (unofficial, supported by the community).
I recently saw someone having this issue too. So to explain the error: Power BI custom connector basically call the "list gift" api endpoint to get gift data, the list gift api only allows limit of 5000 gifts at a time, and in order to get all the gift data, it will require to make multiple calls, and then offset the next set of 5000. (you filtering for last 3 years is not taken into consideration, at least I don't believe so @Matt Thacker can better confirm this behavior), Meaning, if you have a total of 2 million gift records, it will try to get all 2 million gift records starting with:
offset 0 limit 5000
offset 5000 limit 5000
offset 10000 limit 5000
so on and so forth for 400 calls (400 x 5000 = 2M), THEN it will do the filter on gift date for last 3 years.
Your error is when you got to offset of 285000 (you got 280K gift record successfully), there is an internal server error in Blackbaud, and your call failed.
@Erik Leaver something that might need Blackbaud API team to look into, I see 2 posts about this problem already.
You can avoid this problem by using a SAVED RE NXT Gift List that is already filtered on last 3 years of gifts. Then in Power BI, select the list saved, and it will only get gifts that is based on this saved list's filter.
Shaun's comment is a good one as well, which basically means, get the data using power automate and save it somewhere in cloud (SharePoint), and then have Power BI go to that saved location for the data. There are many templates that will help you with it in template showcase.
A Policies Document for NXT that is less "How to" and more "How we do"
Hi All,
I am new as a Data Analyst to my Healthcare Foundation, and my first task is creating a Policies and Procedures document. Realistically, I know that most fundraisers and employees will not read through a 100-page document. The classes that BB University offers in NXT are great for teaching the "how to" for different areas of the database.
I would like to create a smaller document that includes fewer general instructions like "how to add a constituent" and is more "these are our mandatory fields…this is when you add a constituent…this is our policy on updating constituents…" assuming team members have already taken their assigned BBU training courses. This is just an example, I would also include everything else like gift entry, access, etc.…
I really want this to cover all bases and include our best practices to keep data integrity and keep our database clean without being unnecessarily long. I am new to this position and new to Raisor's edge, I would love to hear from some of you folks with experience!
Is this a good idea, is this something you have done before? If so, please share and attach any examples or outlines I can learn from! I have been searching but can't seem to find anything that aligns with what's in my head or what is new in NXT lol.
Re: PowerUp Challenge: Third Email Marketing Task
Sorry I'm on a tiny screen (well my laptop - could be smaller on my phone.) I did three pictures because of that I just love some of these images :) I
love the addition of this is a test email and the notice of when the links will expire. That always freaked people out when we were testing with frontline fundraisers and leadership.
We still do not personalize in web view emails as we don't like the options. We are inclusive although we only have one record for parent/grandparent couples so first name and preferred name don't work for us. We need to be able to use addressee/salutation as they were designed and to allow for one and if that doesn't exist a second option. Here is an idea for the idea bank for this.
etc. . . .
Re: Everyone has that one tool they can't live without - what's yours?
Power Automate. Can build pretty much anything I can dream up.
Re: Everyone has that one tool they can't live without - what's yours?
IOM and Power Automate (which basically means you can add anything you want that can be coded)
Re: Everyone has that one tool they can't live without - what's yours?
A super big plug for SmartDonorCover and SmartPaste. The good people at @SmartTHING Developers have really developed tools to work around some limitations that exist. I also think Importacular and some of the Omatic Tools are great.
But the best tools are custom made. Custom tiles via SKY, or Power BI dashboards on the homescreen. They take time and skill, but are worth it.
Re: What's your favorite Robert Hernandez memory?
@Dariel Dixon Ha! I hadn't considered that his presence has probably dwindled since my early days of training. It was a great starter record. I wish I could remember the names of some of the instructors from the trainings I took 10+ years ago. They were really good!
