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ower Automate to transfer gifts from one online platform to Raiser's Edge

Julie Michaelson

Has anyone used Power Automate to transfer gifts from one online platform to Raiser's Edge? If so, are you doing it yourself or using a company?

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Accepted answers

Alex Wong

I helped a client bring Piano.io into RE NXT via automation using SKY API and Adaptive Card as the UI for human element (i.e. fund selection for the batch).

For my own org, API was used a little differently to process Fundraise Up (FRU):

FRU API to pull transactions into data warehouse
Stripe API to pull transactions into data warehouse
Power BI that combine the FRU and Stripe data (specifically Stripe data is for the Payout info that contains settlement date, the date money hit the bank for bank reconciliation, which is something FRU data does not provide)
Finance team use Power BI to pull transaction per payout as a batch to process into RENXT.
- the process into RE NXT here is done using IOM import profile, I did not want to recreate constituent matching logic since we already have IOM, but certainly can be done via SKY API

All comments

Austen Brown

It depends on the online platform's APIs. Can you share a bit more detail on this? The other platform and how frequently you want the data sync'd with RE?

Alex Wong

I helped a client bring Piano.io into RE NXT via automation using SKY API and Adaptive Card as the UI for human element (i.e. fund selection for the batch).

For my own org, API was used a little differently to process Fundraise Up (FRU):

FRU API to pull transactions into data warehouse
Stripe API to pull transactions into data warehouse
Power BI that combine the FRU and Stripe data (specifically Stripe data is for the Payout info that contains settlement date, the date money hit the bank for bank reconciliation, which is something FRU data does not provide)
Finance team use Power BI to pull transaction per payout as a batch to process into RENXT.
- the process into RE NXT here is done using IOM import profile, I did not want to recreate constituent matching logic since we already have IOM, but certainly can be done via SKY API

Julie Michaelson

We use these platforms all the time. Fundraise Up, Adopets, Voligistis, and Engaging Networks, but we are thinking of replacing Engaging Networks with Mailchimp.

Alex Wong

Since you use FRU, I would like to ask how your finance team does bank rec. As mentioned, we had to create a power bi interface that uses Stripe payout data too.

With only FRU data, we won't know situation like ACH that takes a few more business days to clear and hit our bank on different date.

Julie Michaelson

Wow, using Power BI to pull transactions per payout as a batch to process into RENXT is new to me—I like the idea! Are there instructions for this process? We already have Power BI connected to RNXT.

And do you have the template for Fundraise Up? I am new to Power Automate, though I've taken courses from Blackbaud and done my own testing. Would it be worth hiring a consultant to build out the job, or do it myself?

Alex Wong

Power BI connected to RE NXT brings you RE NXT data, it won't have FRU and Stripe data.

So you will need to use Power Automate (or other automation or app) to load FRU data and Stripe data to be consume and used by Power BI.

if you already intermediate level with Power BI/Automate, then you can attempt this on your own.

If you are starting out or slightly touched on BI/Automate, then get a consultant to build it out.

If you decided to go with consultant route, you can email me at alex.wong@ffxconsulting.co for further discussion

Julie Michaelson

Fundraise Up gifts are pulled daily and entered into RE as they come in.

At the end of the month, I run all online CSV transaction reports from the online platforms, compile them into a spreadsheet, and reconcile them against the Raiser's Edge monthly report. Once everything balances, I notify Finance that they can proceed with reconciliation. In most cases, any discrepancy is only a few dollars off.