Constituent Name Standardization

Ann Ubaka

I hope you’re all doing well. I’m reaching out for some guidance on a Power Automate flow I’m developing to help manage constituent data in Raiser's Edge NXT.

The flow’s purpose is to standardize data by checking for and correcting any improperly formatted names and addresses. Specifically, I want to retrieve fields like First Name, Last Name, Middle Name, Preferred Name, and Address, identify cases where they are in all lowercase or uppercase (e.g., “john doe” or “JOHN DOE”), and then update them to proper case format (e.g., “John Doe”).

To accomplish this, I need to access each constituent’s specific record through the API. If you could help me identify the appropriate endpoint or provide any documentation on accessing constituent-specific details, I would really appreciate it.

Alex Wong

@Ann Ubaka
both the List constituent API
https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituents

or the single get constituent API will give you

https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=GetConstituent

the field you want.

Ben Lambert

@Ann Ubaka
In addition to the API endpoint links Alex provided, here are links to the corresponding actions in the (certified) RENXT Constituent connector (these actions use the endpoints that Alex references):

• List constituents
• Get a constituent

You could also use the (certified) RENXT Query connector as the source of constituent data in your flow, in which case you'd be using this action to start a query execution job:

• Start a query job

(in the Power Platform Showcase area, you'll also find a sample template that illustrates how to start query job, wait for it to complete, then get the query results)