Morning, Is it possible to use power automate to automatically convert any participants that are non-constituents into full constituent records? Are there any notable issues with doing this? It was this that I was looking at? Blackbaud Raisers Edge NXT Constituents - Connectors | Microsoft Learn "Convert to constituent"
hello @Ashley Moose Reg. The Power of Power Automate in Blackbaud CRM Empowering Major Gift Officers in Data Entry#bbdevdays I’m reaching out from York University in Toronto. We are currently using Blackbaud CRM and are exploring your solution involving Power Automate and BB SKY PAI, specifically around managing…
I’m working on my very first flow and I’m using Haillie Guiseppe’s Overdue Action Audit from the template showcase (thank you, @Hallie Guiseppe!). The flow is working perfectly, except I’d like to sort the resulting HTML table first by fundraiser and then by action due date, so the resulting table would look like this:…
Documentation is somewhat conflicting/difficult to interpret: https://developer.blackbaud.com/skyapi/docs/in-depth-topics/api-lists "The following fields have the potential to update the date_modified value on constituents, without user input: Age increments (ie: a constituent has a birthday and their calculated age is one…
I have exports that run in Queue and they are saved into the Hosted Files folder (tenant path) and then I have a flow that copies them from there and saves them to a OneDrive folder. I am using Create File when saving them to OneDrive. Yesterday and today they are NOT overwriting my files. It's odd, the date modified in my…
Has anyone figured out how to link matching gift payments to the right constituent? The only thing linking the MatchingGiftPayment to the MatchingGiftPledge is the linked gift field which is all for the same gift of the organizaiton, but not the individual.
As far as I can see, there is no documentation on how to create a custom mailing list form using HTML and JS (JS framework of choice). Does anyone have an example or know how to create one with an axios/asynchronous post to a constituent mailing list? Many thanks
Disabled user accounts are not listed as "disabled" or "inactive" in the SKY API Users endpoints. Is there a way to know, using the SKY API Users endpoints, if an user is disabled or not?
Hoping someone can help! Since getting a new laptop, I have not been able to get the Blackbaud connector to RENXT recognized by Power BI. I am getting this error when refreshing my dataset: The import Blackbaud.Contents matches no exports.” The connector worked beautifully on my old laptop (which has since crashed and I no…
Hi all, I’m working on creating a Power BI add-in that appears on my NXT homepage. I followed the instructions outlined here: Blackbaud Power BI Add-ins Documentation and used them to build the URL for my add-in (see attached image). However, after connecting the app, the add-in does not appear on my homepage. Thank you…
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