Batch - Get Gifts

Shawn Steele
Shawn Steele
Sixth Anniversary Kudos 1 Facilitator 1 June 2023 Monthly Challenge
in Blackbaud Raiser's Edge NXT® APIs

Is there a way to get the record ids for all gifts belonging to a certain batch? The Gift List endpoint would be perfect for this but it does not allow a search parameter for ‘batch_number’. The Batch API will return a ‘number’ of gifts belonging to a batch but that isn't particularly helpful as I need the actual record ids of the gifts for subsequent gift queries.

Comments

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Shawn Steele
    We do not offer the ability to pull IDs for batch gifts since there is no process for those gifts at all thru any batch API. Those gifts need to be approved and then the ID is present to perform any functions necessary.

    We see this request from time to time and it usually ends up being some kind of payment application to a recurring gift or some other process with application involved. Can you let me know what you are trying to accomplish here, and we can see what we can do to get you in a possible different direction to accomplish your goal.

  • Shawn Steele
    Shawn Steele
    Sixth Anniversary Kudos 1 Facilitator 1 June 2023 Monthly Challenge

    @Anthony Gallo

    Hi Anthony, we have several clients that batch their gifts with automated processes (usually during import). After the batch has been committed they need to process those gifts through our system for Receipting and Acknowledging purposes. This is currently not possible because there seems to be no way to retrieve a gift list for a specific batch.

  • Andrew Smith
    Andrew Smith
    Third Anniversary Name Dropper Facilitator 1

    @Anthony Gallo Not OP, but came across this thread for a similar reason.

    We want to pull constituent IDs for all unapproved gifts so we can suppress constituents from further solicitations while gift is being approved. Any ideas for how to achieve this through API?

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Shawn Steele

    The only option I can think of currently is to use the gift origin field when adding the gift. That origin field can be created to show what items are added to a batch. So, you could then use the API to pull back items that contain that code to know if they were all in the same batch. The main issue is that this field is API only and query and lists in RE will not be able to see it for grouping.

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Andrew Smith

    That origin field may work for this as well. Maybe we can pull gifts with the origin field and if it doesn't return then we know it is still in batch? I do not think there is a clean way to do this but that origin field is the best thing I can think of to get something that may be workable.

  • Andrew Smith
    Andrew Smith
    Third Anniversary Name Dropper Facilitator 1

    @Anthony Gallo I did come up with a solution, but it was kind of a pain. I built a scraper into a chrome extension that retrieves the names and then searches them in the API to retrieve emails. It works super well, but it would be a lot of work to reproduce.

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