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
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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:
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