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…
Folks…need some help. I have designed an adaptive card that shows up on the fund page. I am able to pull basic fund data but am looking to pull market value from an outside source (excel, sharepoint) by matching on the fund id number. The problem I am having finding the corresponding row in the external sheet. Any…
Email question: I'm pulling from the Constituents connector, Get a Constituent and something has me baffled. I want to display the primary email address but only if it is active. Primary email and also be marked inactive in NXT. I have a condition that says empty(outputs('Get_a_constituent-_Donor')?['body/email/address'])…
I successfully added an add-in for the donation form. I got my domain added to CSP. However, the events specified in the Donations (form) Extension Points documentation like gift-type-changed are not firing, nor are listed in the args.supportedEvent Types. My supportedEventTypes when the location is ‘form’ is an empty…
Hi All, I have a question about modifying Gift Type after it’s been entered into a record. For example: Is it possible to change the Gift Type on a record (e.g., updating "Smith’s" Gift Type from Cash to Soft Credit) after it’s been saved? If yes, which API call or method should I use to achieve this? I came across the API…
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