Power Automate template needed to transfer contacts or gifts from a fundraising platform to RENXT

Question

Has anyone created a Power Automate template to transfer contacts or gifts from a fundraising platform to Raiser's Edge NXT? If so, would you be so kind as to share it?

Am I working with FundraiseUp and Engaging Networks fundraising platforms?

Thank you, friends!

Alex Wong · Answer

So far I have not been able to get AI to create a complete Power Automate flow.

We use FRU API to pull data and transform it with Stripe data (adding the settlement date, specifically for ACH, for bank rec purpose) to produce 1 report that is ready for importing into RE NXT via IOM. We still use IOM today for the benefit of it doing a much better job at constituent matching. It is possible to create automation that brings the FRU transaction directly into RE NXT gift batch, but will require creating the logic to look for existing constituent, if not found, crate new constituent, etc. As far as I know, no one created such template.

Julie Michaelson · Answer

We had Omatic, but the department decided to end the contract. Do you think I can ask AI to come up with a template for this process?

Dan Snyder · Answer

While I love a good Power Automate flow and I am sure you could do this, I might suggest you look at something like Importactular that could handle both contacts and gifts at the same time.