Microsoft Power capability to batch upload gifts + PDF attachments in NXT?

Brenda Gutierrez
Brenda Gutierrez
Third Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT® APIs

I'm wondering if there is a way to customize our webview in some way that would allow us to attach PDF's or pictures to gift records as they are created in NXT batches? This would be a huge timesaver especially during busy seasons when there are dozens and dozens of gifts + check scans to be entered each day.

I'm just getting started with Power Automate but I'm open to other solutions if they work!

Thank you ?

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Brenda Gutierrez
    Unfortunately there's no customzing of the Batch “module” in RE NXT yet, there's no SKY API support for Gift Batch aside from just creating, deleting, and listing gift batches.

    That is not to say what you want to achieve is not possible, but will be a lot more involved. It is possible for you to create your OWN custom gift batching Add-in into RE NXT, which allows for the uploading of file (pdf or image) that is attached to the “row” of gift as they are being created. Depending on the complexity of your gift entry process, this can be simple or very complex.

  • Brenda Gutierrez
    Brenda Gutierrez
    Third Anniversary Kudos 1 Name Dropper Facilitator 1

    @Alex Wong Thank you!!! I'm so happy to hear this project is possible ? Any starting points you recommend to a newbie, or any conflicts you foresee?

    Our gift batches require:

    • Constituent name, gift date, receipt date, GL post date/status, gift amount, gift type, pay method, check date/number, campaign/fund/appeal ID's, letter code, reference, and the ability to soft credit & link-to-proposal
    • I usually include Credit card/EFT columns as well but if this adds an extra level of complexity then these can definitely be left out

    Thanks again for your help!

  • Bob Raymond
    Bob Raymond
    Second Anniversary Name Dropper Participant Facilitator 1

    @Brenda Gutierrez
    Hey Brenda. I have implemented a connection between RE NXT and Google Workspace, allowing auto upload (batching) of a spreadsheet of gifts to RE NXT. Next week is bbdevdays, where I'll be presenting a how-to on Thursday, 6/8. You might want to check it out or contact me direct.-Bob

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Brenda Gutierrez
    Before you embark on potentially doing this, note the following limitations:

    • cannot link to event registration
    • cannot make the donation a payment to pledge
    • cannot link to proposal/opportunity

    You can take a look at what @Bob Raymond is doing by going to his session in BBDevDay, which you can use Google Sheet or Microsoft Excel depending on what your org uses. I'm not sure if Bob's solution takes gift documentation (file) and attach to the gift record that was created, maybe Bob can answer us.

    Or if you are a webdev (or someone in your org is), then you can utilize SKY UX to build an add-in into RE NXT directly, that allows you to enter gifts directly and upload attachment as the gifts are being entered. This will require you to handle uploading of file via HTML and JavaScript to a location that you can then read from programatically (Power Automate Low/No code or using high code programming language) and attach to the gift record that is created. This route requires more Advance level of knowledge with SKY API, SKY UX, and SKY Add-in.

    If you want to get started, I would recommend going to developer.blackbaud.com and sign up account and read the getting started guide there first.

  • Brenda Gutierrez
    Brenda Gutierrez
    Third Anniversary Kudos 1 Name Dropper Facilitator 1

    @Alex Wong Thank you!!! I wasn't sure where to start so I appreciate you pointing to Sky UX, SKY API, and SKY Add-In.

    @Bob Raymond Thanks, I'll be there! That sounds awesome and very helpful.

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