Linking fundraiser & opportunity to gift in daily gift report

Kevin Fletcher

Friends – Many thanks for the flows in the template showcase! I've been able to create my own daily gift report from them. The goal is to get to the functionality we have in our current custom DBV/Crystal report, which shows donor, amount, fund (or “SPLIT” if it's split among many), soft credit, and also displays the fundraiser and linked opportunity, if applicable.

I've been able to loop the flow so that it splits gifts into their own rows – we have one pledge payment gift that arrives quarterly that is split among seven different funds, to that's been my test case! – but if a gift has been linked to an opportunity, I have yet to be able to hook into that to display and link.

When I look at an individual gift in WV – take that unicorn seven-split payment above – as best I can tell, the only linked transaction that SKY could target is the payment to the pledge, and only the pledge itself was linked to the opportunity.

It wasn't a problem for DBV/Crystal to link the payment to the opportunity… any ideas? [To say nothing of soft credits, etc.]

Carol Grant

@Kevin Fletcher- Hi Kevin, I'm not sure if you already know how to get the linked gifts from an opportunity or not. There is a linked gifts field in the List Opportunity endpoint that shows you which gifts have been linked and you can use List Gift or Get a Gift to see the details of that gift.

I did find this post where @Alex Wong and Hallie are discussing how to pull in the gifts and total them here:

You may also have to filter an array to get what you are looking for.

-Carol

Alex Wong

@Kevin Fletcher
Unfortunately API endpoint from the gift side does not provide the opportunity that the gift were linked to.

In order to get opportunity that the gift is supported, you will need to get all opportunities and filter on the opportunity record's linked_gifts property to match to the pledge payment or pledge.