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Read Custom Fields in Gifts

Sitaram Birda

Hi, I am new to Blackbaud Raiser's Edge NXT and I want to extract Gifts data from RE NXT. The List-Gifts API does not provide all the data. Is there a different API to query custom fields and additional details?

Also, API response has reference fields such as Fund ID, Constituent ID etc. Is there a way to get details in a single API call instead of making separate API calls then joining data outside.

Thanks in advance for your response.

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Comments

Dan Snyder

@Sitaram Birda Have you checked our the endpoint reference (gifts API endpoints linked here) documentation?

For gift custom field information, that is a separate call to get gift custom field information. In terms of getting more than the ids you referenced, no, there is not a way to make a single call to get for example gift information and constituent information, you will have to make separate calls to then be able to join them using the ids provided.

Austen Brown

@Sitaram Birda - In the future, I recommend asking API specific questions within the SKY Developer forum > RE NXT API discussions:

Alex Wong

@Sitaram Birda
You can use Query API and that has the ability to provide you with all the details you want in the “naming” you want it.

Karen Diener

@Sitaram Birda:
Hi, I am new to Blackbaud Raiser's Edge NXT and I want to extract Gifts data from RE NXT. The List-Gifts API does not provide all the data. Is there a different API to query custom fields and additional details?
Also, API response has reference fields such as Fund ID, Constituent ID etc. Is there a way to get details in a single API call instead of making separate API calls then joining data outside.
Thanks in advance for your response.

It is worth pausing and making sure you actually need the API. If you just want to extract gift data, there are a lot of front-end tools to do that, which will not require the API. What are you going to do with the gift data?

Sitaram Birda

@Karen Diener
I am integrating RE NXT with an accounting system. I need to read gifts transactions in a time period and create financials transactions in the accounting system. I am looking to extract gift details and custom field values.

Sitaram Birda

@Dan Snyder
The APIs I see are getting custom field names, data types etc. How can I get values for these custom fields for all gift transactions in RE NXT

For example, API below gives the meta data on custom fields. I need to get actual values

Karen Diener

@Sitaram Birda:
@Karen Diener
I am integrating RE NXT with an accounting system. I need to read gifts transactions in a time period and create financials transactions in the accounting system. I am looking to extract gift details and custom field values.

That makes sense! And you have confirmed that there is not an integration already established? Out of curiosity, what accounting system?

Sitaram Birda

@Karen Diener
Sage Intacct. All I need is APIs that can give all the gift information RE NXT has - standard fields plus custom field values

Karen Diener

@Sitaram Birda:
@Karen Diener
Sage Intacct. All I need is APIs that can give all the gift information RE NXT has - standard fields plus custom field values

There are some integrations already out there that may be worth exploring. I have NO idea how well any of them work - I'm just advocating for the nonprofits that will need to sustain it as APIs change and staff turns over. I'll leave you alone now. :-)

Good luck and have fun with it!

Kelly Campion-Socol

@Sitaram Birda We use Sage InTacct as well. We utilize the auto generated query created when the batch is committed with a DB view export to produce a csv that our Finance office uses to post. We simply open the export template and switch the batch query.

We have defaulted and hidden the custom fields in db view batch and look forward to being able to do the same when that feature is available in NXT batch. The export is two simple extra steps - exporting the csv file and switching the gift amount field formatting from currency to number. I have not been able to figure out how to export gift amount as a number field.

Before migrating to NXT we had a custom interface to MIP that worked well, but we had to move to a new finance software, as well as replacing a process that would become obsolete in db view. We have not noticed any negative impact to our workflow. It works well for our Finance office too!

Dan Snyder

@Sitaram Birda I would follow the advice of @Alex Wong or @Kelly CampionSocol and work with a query since you want all of the data in one pull.

Sitaram Birda

@Kelly CampionSocol
Thanks Kelly. We are trying to fully automate the process if we can pull needed data via API.