Power Automate - Add Gift Batch Troubleshoot

Bob Rowe

I am trying to use Power Automate to add Gift Batch and subsequently Gifts.

I get a success code back with at BatchID, but when in DB View and searching for Batch I cannot find it?!

Any suggestions?

And, I can see created via an API call….

Alex Wong

@Bob Rowe
API creastes web batch.

a web batch is not visible in db view until it is approved.

Bob Rowe

@Alex Wong

Thanks…

That is where I am stuck - how to approve it when I can't see it? ?

Bob Rowe

@Alex Wong

These are the only settings I have to create the batch.

Alex Wong

@Bob Rowe
you access web batch in RE NXT > Fundraising > Gift Management

Bob Rowe

@Alex Wong

Thanks! One last question: When adding a gift to a batch and you don't know (or cannot find in a lookup) the ConstituentID, do you know what to enter for this? ‘0’ fails

Alex Wong

@Bob Rowe
Constituent ID is the system record ID (this is not the Constituent ID field that you see in a constituent summary tile of the constituent page on RE NXT) of an existing constituent record, you must find it to input into the action for adding a gift to batch.

You will either know it to begin with, or use the Search Constituent API to search for an existing constituent record based on known data the flow has (i.e. first name, last name, email), from the search, it will return “matches” which will have the constituent system record id that you can use.

OR, once you search and did not find any, you will have to create a new constsituent record first, and use the constituent system record ID returned from the creation of the new constituent record and input that into your add a gift to batch call.

Bob Rowe

@Alex Wong

Thanks… I am currently doing that process - but searches are not 100% accurate (name mis spellings)… Power Automate gets a little messy when looking up “Organizations”. The Power Automate doesn't appear to have anyway to lookup them up via the “Constituent Search” step…. Have you seen a way to search for them?

Alex Wong

@Bob Rowe
have you try the enchaned search?