Updates to the Raiser’s Edge NXT Connector for Microsoft Power Platform

Lindsey Rix

We made the following list of improvements to the Raiser’s Edge NXT Connector for Microsoft Power Platform.

Enhancements to the connector include:

• The ListConstituentAddresses, CreateConstituentAddress, and EditConstituentAddress connector actions now support region, info source, lot, cart, and dpc fields.
• The CreateConstituentCode, EditConstituentCode, and ListConstituentCodes connector actions now support a sequence field.
• The ListConstituentRelationships connector action now supports new filter parameters for limit and offset.
• A new connector action named EditConstituentProfilePicture was implemented to support adding and editing constituent profile pictures.
• The CreateOrganizationConstituent connector action now supports new organization fields, including industry, matches_gifts, matching_gift_per_gift_min, matching_gift_per_gift_max, matching_gift_total_min, matching_gift_total_max, matching_gift_notes, and num_employees.
• The CreateIndividualConstituent connector action now supports new individual fields, including birthplace, ethnicity, income, and religion.
• The GetConstituent and EditConstituent actions now support birthplace, ethnicity, income, religion, industry, matches_gifts, matching_gift_per_gift_min, matching_gift_per_gift_max, matching_gift_total_min, matching_gift_total_max, matching_gift_notes, and num_employees fields.
• Many new actions were added to expose Raiser's Edge NXT Event functionality.
• The ListActions connector action now supports a list filter.
• The ListOpportunities connector action now supports a list filter.
• To indicate whether the spouse record is the head of household, the GetConstituent and ListConstituents connector actions support returning a new Is head of household? field.
• The CreateIndividualRelationship, EditConstituentRelationship, ListConstituentRelationships connector actions now support Is constituent head of household? and Is spouse head of household? properties.
• A new CreateGift connector action has been added to allow creating gifts of type Donation, Other, and GiftInKind.
• The CreateIndividualConstituent connector action now supports setting primary addressee/salutation name formats.

For more information, see the connector documentation on the SKY API Developer website.

Rebekah Kornblum

Is there a training that teaches people how to design and implement flows that will save my development staff time? I see on Microsoft that connecting to Blackbaud RE requires a premium subscription, but if I understand better how it works, I'll be able to pitch it to leadership. 

Lindsey Rix

Hi Rebekah Kornblum‍, great question! I have some resources to get you started on this path of discovery, but as this is a new offering for Blackbaud we're continuing to determine the best way to help customers learn and take advantage of it.

• We have our Microsoft Power Platform documentation. 
• Microsoft has their documentation, including self-paced learning.
• I do believe Microsoft has a free trial version so you could get to know it before you upgrade to premium and use our connector.
• And lastly, this is a new offering that is so new we haven't had a chance to announce it yet, but we're doing a Microsoft Power Platform Accelerator for Raiser's Edge NXT program. If you're interested, check it out and sign up.

I also recommend posting in our Microsoft Connectors forum, because then you could ask questions of other people using the connectors and not just from us. We're trying to build up peer support because there are so many possibilities for using the connector. So many that we're also looking for ways to share even more examples. Once we figure out that, I'll be sure to let you know where they are posted so you can review them. Hope this helps!

 

Bobby Steurer

Excellent question, and same here. Glad to see the detailed response below from Lindsey Rix‍ . Looking forward to discovering opportunities for this.