I am very new to this space, but find myself here because our organization is looking for tools that will revamp how we utilize our data to support fundraising strategies. For example, we feel very limited by Blackbaud's Dashboard offerings. If we are looking to create custom dashboards, is Power Platform right for us? I…
I've been trying to record a Pledge gift using https://api.sky.blackbaud.com/gft-gifts/v2/batchgifts/{batchId} endpoint. I have recorded the pledge gift and i can verify the Raiser's Edge NXT View. However, the installments and payment method are not recorded. Also, it seems that the ReceiptStatus property is wrong, i get…
Has anyone used Power Automate to make something like a giving statement? I can't quite wrap my head around how to structure the framework of the flow, since there will be an array of constituents, and each will have both an array of gifts, and an array of solicitor/fundraiser credited gifts. I've written the results of…
Hi ya'll. About wrapped up on my first blackbaud project for a client. Getting to answering the marketplace questions. I'm not clear on what this one is asked: Am I reading it correctly as “does your client need admin access to their own SIS?” Like access to the client api key/secret? And then, if that's so, to connect to…
Hello, I created a new gift notification workflow for one of our gift officers that prefers emails of this information vs looking in RE NXT every day. Anyway, I mostly have it set up and working, however, the gift list in NXT its pulling from is set to include gifts from the last 7 days. I currently have the flow to run…
I wish there was a way to track a percentage goal vs just a dollar goal in the Online Giving portal. I do a big Senior Class Gift campaign where I'd like to easily track the pledges that come in from the seniors. Although a dollar amount is great to track, they are awarded based on class participation. There is never a…
Hi everyone, I’m encountering a 403 Forbidden error when attempting to fetch data from the Blackbaud SKY API using a server‑based OAuth flow in my Tableau Web Data Connector (WDC) for Raiser's Edge NXT. Despite my application now being configured for full data access in the Blackbaud developer portal and using the scopes…
Is it possible to use PowerAutomate to sum donations made to an event participant? We have the events module and link donations to the participant. I am looking to sum the donations to a participant and map the total to a field to in mailchimp. Not sure of this is possible, but need the totals in mailchimp so we can coach…
I was recently asked by a connection if they could only start learning Power Automate or Power BI, which one should they start with. Here's my answer, but I'm curious what others would say as well. @Austen Brown @Alex Wong @Nicole Holt @Shelby Lewis @Hallie Guiseppe In my opinion, I would say start with Power Automate and…
Hello i I have now linked sky API and Power BI and beginning to create reports but struggling to see how I can get data on all constituents who have an assigned fundraisers assigned to them with a specific type (relationship manager). I cannot figure out how to get this information. Am I missing something obvious? Thanks…
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