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Raiser's Edge to XLedger Integration

James Pearce

Hello!

I'm working towards an integration between RE NXT & our incoming Finance System - XLedger. The current solution with our old finance system is to use PostOmatic to export data, batch by batch, in the correct format which is then manually imported into the finance system. For XLedger I was hoping to get something much closer to full automation for this process but so far I'm coming up short.

I can't find any record of others who have automated this process and neither Zapier nor SmartTHING have anything pre-built for these systems. So far the workable solution I have is a new PostOmatic build combined with a folder drop service to automatically upload the data into XLedger.

I was just wondering if anyone has any experience with automating a process like this or can point me in the direction of any other useful resources. The absolute ideal is a fully automated, 2 way integration that requires little to no human input after the initial setup… but I appreciate that might not be realistic! How close can I get and what would that take?

Thank you

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Comments

Christine Robertson

@James Pearce Tagging @Alex Wong to see if he knows if this could be done with PowerAutomate.

Alex Wong

@James Pearce
Took a quick google search and found that XLedger does have API

https://xledger.com/integrations/

Meaning, you can potentially use SKY API to export gift data and use XLedger API to create the GL entries. However, given SKY API does not currently support creating GL entries, you will have to handle th GL entries creation from a gift export. Can be done though.

Then it is what tool are you going to do the API calling with, power automate is one such tool, but there are others if you are more familiar or have contractor that can do the work.

Steven Cinquegrana

@James Pearce I think you'd be looking at a custom integration between the two, possibly running as a (Windows?) service on a schedule. You'd possibly still end up with “holes” in your data because SKY API doesn't have endpoints covering every data table in the back-end.

As @Alex Wong says, XLedger does have an API, tho its details don't appear to be very public (maybe you need to have an account). And they have integrations with Salesforce and Dynamics CRM, so their API sound like it's quite well scoped.

On the Blackbaud side, if you were looking at a .NET build, you could make use of our SKYLib•NET Code Library and SDK which would probably be your fastest development path. (Free and subscription options.)

Steve Cinquegrana | CEO and Principal Developer | Protégé Solutions