Constituent Data from BBIS Transactions, where is it?

Rick Root

When web transactions are downloaded, the constituent data goes into BATCHREVENUECONSTITUENTT, and the ID is referenced by BATCHREVENUE.PRIMARYRECORDID

However, if CRM matches that incoming donation to a record, the PRIMARYRECORDID is the actual CONSTITUENTID.

For the life of me, I can't figure out how to get the the specific data in BATCHREVENUECONSTITUENT when this happens.

The reason I'm asking is primarily because the phone country ID seems to be getting wiped out on these records when we commit the revenue batch. This might be because when you click on “Edit Constituent” in the enhanced revenue batch, phone country is NOT an available field.

We prefer that the Enhanced Revenue batch make ZERO modifications to constituent biographical data. I have a process in place that actually looks at the incoming enhanced revenue batch and loads the constituent data into a separate constituent update batch. It does this by joining BATCHREVENUE to BATCHREVENUECONSTITUENT, taking the information that was entered (along with a number of revenue attributes that we use for data poitns that aren't supported by the ADF).

However, for those matched constituents, I can't GET to the data from the BATCHREVENUECONSTITUENT table. IT's there, but I can't figure out how to make the connection when the BATCHREVENUE.PRIMARYRECORDID table contains the constituent ID instead of the ID to the BATCHCONSTITUENT table.

Allen Roth

@Rick Root There is a BATCHREVENUECONSTITUENT.EXISTINGCONSTITUENTID field that is foreign keyed to the CONSTITUENT.ID field however, in our database there is nothing in that field. It would seem that the architect intended that to be used when the batch record matched an existing constituent.

Rick Root

@Allen Roth Yeah it's populated only on 15 of 149,896 records in the BATCHREVENUECONSTITUENT table in our db.

I submitted a support request but basically they won't answer my question. They want me to engage professional services to tell me where the data is going.

I mean technically, I know where it's going - it goes into BATCHREVENUECONSTITUENT.

But for matched constituents, there doesn't seem to be any way to connect BATCHREVENUE to BATCHREVENUECONSTITUENT.

Chris Whisenhunt

@Rick Root have you seen Velocity? Using that to manage your entry points for data into CRM gets rid of this sort of issues that arise.