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Adding an action pushing data via API

Lisa Ziegler

My organization is currently building a new website using API to push information in real time from our website into our database (Raiser's Edge NXT and Raiser's Edge). We have been successful in pushing simple constituent records through (creating a new constituent) however, we are struggling to create an action with a set a reminder via API.

As far as we can see, on the developers side, it looks as though the transfer of information has been successful but this is not being populated in Raiser's Edge.

Has anyone else tried to add an action using API? If so, how have you been able to do this? Are we missing some coding or a mandatory field required in order to create an action?

Any assistance with this would be great.

Thanks,

Lisa Ziegler

Macular Disease Foundation Australia

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Comments

Steven Cinquegrana

Hi Lisa‍ . I'm not 100% sure about the reminder part but adding a Constituent Action via the API works fine. Our Springbaud NeXT integration does just that. We can also do it via our SKYLib.NET library. Feel free to play around with a the SKYLib.NET demo apps free of charge to prove your own code if you wish.

SKYLib.NET consuming code (VB.NET) looks like this (values are incoming function arguments):

    Dim oAction As Constituent.Model.ActionAdd = New Constituent.Model.ActionAdd(

        ConstituentId:=ConstitRecordId.ToString(),

        Category:=ActionCategory,

        Date:=ActionDate,

        Type:=ActionType,

        StartTime:=If(StartTime.HasValue, StartTime.Value.TimeOfDay.ToString(), Nothing),

    EndTime:=If(EndTime.HasValue, EndTime.Value.TimeOfDay.ToString(), Nothing),

        Location:=Location,

        Priority:=Priority,

        Direction:=Direction,

        Summary:=Summary,

        Description:=Description,

        Completed:=CompletedDate IsNot Nothing,

        CompletedDate:=CompletedDate,

        Outcome:=Outcome,

        Status:=Status,

        Fundraisers:=Fundraisers,

        OpportunityId:=OpportunityId)

    iResult = Convert.ToInt32(Api.Constituent.CreateAction(oAction).Id) ' Returns the Action Record ID

Cheers,

Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions

Lisa Ziegler

Hi Steven Cinquegrana‍ Thank you so much for this. I will forward it to my developers.

Thanks

Lisa

Steven Cinquegrana

No problem, Lisa.

BTW, Constituent ID (aka Record ID, NOT the user Lookup ID!), Category (must exist) and Date are the three default required POST Action fields according to the endpoint reference.

I can't see a way to add an Action Auto Reminder tho; they don't seem to exist on the RE NXT UI, so maybe they're not implemented yet and are possibly only available in DB view.

Cheers, Steve