CSV file to create gifts in NXT

Kelley Atwood

Our third-party crowdfunding platform had been linked to RE7 via BBNC. However, with the new check-out process the gifts now only go from the crowdfunding platform into BBMS.

We need to see if there is an example API to move the gifts from a CSV into RE NXT.
1. Can this be done without first adding the Constituent ID into the CSV file. So it pushes into the "Needs attention" area of gift management?
2. Can this just be pushed into the NXT gift batch where we still get to verify the information and not automatically post the gift?

We have been able to create a gift batch in NXT via a flow, but it doesn't have the donation in the batch.

Alex Wong

@Kelley Atwood
what you want to do can be achieved with SKY API endpoint that's available now. However, I don't know if there is an example that you can mimic after.

• don't need constituent id
  • search for constituent using dup search api endpoint
  • if 1 found, use that record as the constituent
  • if 0 found, create new
  • if more than 1 found, then “spits” it out to another file for review
• create a new gift batch
• then post the gift into the newly create gift batch

SmartTHING Developers

@Alex Wong @Kelley Atwood Or you can use a tool like SmartIMPORT to pull the gifts into RE or into a NXT gift batches. It is a paid for alternative but it works really well on these sort of import without IDs scenarios… Let our team know if you want further info support@smartthing.org.

Kelley Atwood

@SmartTHING Developers

Thank you - I will look into this option. We have used SmartTHING apps in the past.

Kelley Atwood

@Alex Wong
Thank you Alex. I have send you a message.

David Zeidman

@Kelley Atwood If you are looking into general import tools then you should definitely look into Importacular is it quite possibly free for what you are doing.

Which third party crowdfunding site are you referring to? We also have links to many different third party sites that can be used for free.