Sharing my Power Automate template: Basic Individual Constituent Import

Hallie Guiseppe

Description: This Solution includes four separate Power Automate flows that work together to import individual constituent records. (not organization records)

1. Flow 1 - "Individual Import Request Received": receive an import request and prepare the import file for review
   1. Flow 2: (child Flow) - "CF_Search RENXT for Constituent Match return string of ids": searches RENXT for possible constituent matches
2. Flow 3 - "Trigger Individual Constituent Import Review": review and confirm constituent matches and updates
3. Flow 4 - "Process Individual Constituent Updates": import the individual constituent records data

Required connections:

• Microsoft Forms
• OneDrive for Business
• Approvals
• Excel Online
• SharePoint
• Office 365 Outlook
• Microsoft Teams
• Blackbaud Raisers Edge NXT Constituents
• Blackbaud SKY Add-ins
• Blackbaud Raisers Edge NXT Interactions

Suggested skill level:

• Intermediate

Configuration details:

• You will need to set up your developer account and create an application if you don't already have one. Please reference Blackbaud's SKYAPI Adaptive Card add-ins documentation.
  • https://developer.blackbaud.com/skyapi/docs/addins/adaptive-cards
  • https://developer.blackbaud.com/skyapi/docs/getting-started#create-an-application
• You will need to configure an environment that allows you to import an unmanaged solution if you don’t already have one. Here are some resources you may find helpful.
  • Introduction to Power Automate Child Flows
    • NOTE steps at Timestamp 24:56 to ensure child flow runs properly
  • General How to Import Solutions
• You will find details about which actions to update in each flow are included in the instructions section. Details about what to update for each specific action are included as a note on the action inside the flow.
• Reference the Common Import Errors section if you receive any errors during import or testing.

Category:

• Automation, Data Management

Instructions:

• See Individual Constituent Import Instructions Word document in files section

Files:

• Individual Constituent Import template.xlsx
• Microsoft Forms
• Individual Constituent Import List with schema.csv
• BasicIndividualConstituentImport_1_0_0_5.zip
• Individual Constituent Import Instructions.docx
• ✨@Ashley Moose demonstration of SolutionImport2.mp4✨

Common Import Errors:

Error: Failed to retrieve dynamic outputs.

• Solution: Create a new connection/connection reference. If a new one is created, make sure to update other actions of the same type, (i.e. all SharePoint actions), to use this connection.

• Error: Action 'Run a child flow" has defined a child flow that contains run only user connections.
  • Solution: Reference Timestamp 24:56 of video resource provided in configuration details to double check the Run only users section for the child flow (CF_Search_RENXT_for_Constituent_Match_return_string_of_ids) and ensure all connections are set to "Use a specific connection" (not Provided by run-only user).

Stacy Cope

@Hallie Guiseppe, I'm so excited about this project!!!!! Thanks for sharing!

Edward Hohlbein

@Hallie Guiseppe Amazing work! Thank you!

Cherylynn Lumasag

@Hallie Guiseppe does this template include the gift batching process?

Hallie Guiseppe

@Cherylynn Lumasag

No. That process was so specific to our organization I didn't think it would be valuable to others. This flow includes all the concepts involved to demonstrate how the constituent matching adaptive cards work. Once you understand that you can build imports that will meet your organizations specific needs.

Hallie Guiseppe

@Edward Hohlbein
You are so welcome! Thanks for attending the #bbevdays session!

Lucy Ruiz

@Hallie Guiseppe Great idea. I just did the same for our session. Hope to catch your session once the sessions are shared.

Hallie Guiseppe

@Lucy Ruiz
Please let me know what your session is titled. I am going to create a separate community post and share all the questions I receive and a link to the recordings once they are posted to YouTube. I'd like to include other sessions too so people can see there are different ways to use the Power Automate tools. @Shelby Lewis is also presenting her import process this week so I'll be dropping that into the post too. Such exciting times!