Hello I heard that on RE NXT, they have released the prospect history API endpoint recently which includes days lapsed which is something I have been desperate for. I'm new to linking RE with Power BI though and I'm not sure how I set this up so that I can get the information flowing from RE to Power BI, does anyone have…
Hi, I followed this quick article on ‘Exporting and emailing a Power Bi report with Power Automate’ . I am receiving an error message ‘Not Found’ in the Power Bi step. I did some troubleshooting and confirmed that the report and group id are correct for the Power Bi report. Any ideas on what else I should look for that…
Is there a way to search by, say, "constituents that were modified since Jan 1”? The API docs suggest no – is the suggestion that we back up the data in a separate database?
I have a Power bi report and I need to import an appeal to these records. Do you have a workflow in Power automate to import constituent appeals?
I have played around with creating some reports from RE in Power BI through the Blackbaud connector. To share these interactive reports from within Power BI itself, we would need a pro licence. If I was to embed some reports in NXT, would only those with a Power BI Pro licence be able to see / interact with these reports?…
Hello everyone, I’m currently developing a Tableau Web Data Connector (WDC) for Raiser’s Edge NXT. It’s been working well for the Constituents, Gifts, and Actions endpoints, but I’m having trouble with the Query endpoint. Specifically, I’m getting 404 “Resource not found” errors when attempting to fetch records from a…
Hi everyone, I’m currently working on a cleanup project and could use your insights. Background: In the past(only for couple of years), organizational gifts were recorded as hard credits to individuals and soft credits to organizations for simplified reporting. We now need to reverse this setup (assign hard credits to…
I'm working on a project that involves sending emails to new donors over the course of several months. Essentially doing exactly what Workflows are advertised as being able to do. The catch is my requirements include both things that NXT email marketing does well (Opt-outs) and things it simply doesn't do like canceling…
I'm looking to create a Power Automate flow for gift credit assignments in Blackbaud RE NXT, similar to the constituent fundraiser assignment flow that use the adaptive cards add-in. Question: Do the current Blackbaud connectors in Power Automate support this functionality? If not, what alternatives would you recommend?…
Hi All, Is there an existing API available for updating the Key Indicator field in records? For a specific project, I need to frequently modify the Key Indicator of a record, switching between Individual and Organization types multiple times. Could someone confirm whether an API exists to edit the Key Indicator field…
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