Syncing ALL Constituent Data With Sharepoint List
Good Morning,
Does anyone have a guide or instructions on syncing all constituent data into a SharePoint list?
I need to be able to do this to provide reporting, mail merging and more.
With the options I have found in the spare knowledgebase articles I can pull in basic constituent data but that is all.
I want to bring in all constituent date and sync it on a regular basis.
Thanks in advance.
Comments
-
Hi @Andrew Davenport - Welcome to BB Community! I recommend you check out Power Automate, and the connectors to Raiser's Edge NXT. This can be used to help facilitate this data transfer to SharePoint. Unfortunately, not all data lives in Web View and so you may want to think about exports from Database View linked into a Power Automate flow, if you have Queue this the export can be automated. Here are a few resource links you may find helpful:
0
Categories
- All Categories
- 6 Blackbaud Community Help
- 213 bbcon®
- 1.4K Blackbaud Altru®
- 403 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.6K Blackbaud Financial Edge NXT®
- 656 Blackbaud Grantmaking™
- 577 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 939 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.6K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 249 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 241 Member Lounge (Just for Fun)
- 34 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 794 Community News
- 3K Jobs Board
- 54 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)