CRM API - query records by a dynamic DATECHANGED

Mikhail Zolikoff
Mikhail Zolikoff
Name Dropper Facilitator 1
in SKY Developer General Discussions

Hello, all.

Has anyone been able to query records by comparing DATECHANGED to a dynamic / always changing value? Perhaps by using ad hoc queries, merged queries, selections, smart queries, or data lists?

e.g. “get me a list of constituent addresses that changed after January 14 2025 00:00:00”

“January 14 2025 00:00:00” would constantly change, and the sending of the date needs to be programmatic, NOT manually entered via a GUI.

Thanks!

cross-posted here:

Comments

  • Alex Wong
    Alex Wong Community All-Star
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    @Mikhail Zolikoff
    I don't use Blackbaud CRM so no experience using CRM's API.

    However, I do a lot of RE API. So I took a look at the CRM API documentation, and does not see any API endpoints that does what you ask for (no API endpoint to list all constituent addresses). If there were, then the next step is to see if the API endpoint allow parameter filtering based on last changed date, but again, no API endpoint.

    I also check if there was a list constituent API endpoint that allows for filtering by last date changed, as I would assume constituent address change would also be consider constituent change, so to achieve the same affect, but I didn't find that neither. Which I find it odd as it should be a basic API to have.

    Let's see if others who have experience with CRM API can chime in.

  • Mikhail Zolikoff
    Mikhail Zolikoff
    Name Dropper Facilitator 1

    @Alex Wong Thanks for replying!

    I was also wondering if BB CRM had the ability to send a webhook when a record changes… does RE NXT have that?

  • Alex Wong
    Alex Wong Community All-Star
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    @Mikhail Zolikoff
    RE has webhook API, there are a number of “event” trigger too, not enough in my opinion, but good for now.

    https://developer.blackbaud.com/skyapi/products/renxt/webhook/event-types/constituent

  • Ashley Moose
    Ashley Moose Blackbaud Employee
    Eighth Anniversary Kudos 5 First Reply Name Dropper

    Hi @Mikhail Zolikoff - You could do this by using Rolling date criteria in BBDW query. For example, in the Constituents (from the Blackbaud Data Warehouse) query view, I could say Date Added on or after 2 days ago.

    c7627366013b5093645a6a15d37318b0-huge-im


    If your organization doesn't use the Blackbaud Data Warehouse, you could do something similar in the normal query views but you would be limited to the static date options available (i.e. today, yesterday, last week, etc.)

  • Mikhail Zolikoff
    Mikhail Zolikoff
    Name Dropper Facilitator 1

    @Ashley Moose Thank you for the tip! But to clarify / confirm, this would NOT allow for the passing of an ever-changing / dynamic date value to the query…

  • Ashley Moose
    Ashley Moose Blackbaud Employee
    Eighth Anniversary Kudos 5 First Reply Name Dropper

    @Mikhail Zolikoff You are correct, it would not allow for passing that value through to the query. You can pass filter parameters using Data Lists and the Legacy API options. If that doesn't meet your needs, then I would suggest adding an Idea to the Idea Bank for an endpoint that allows modifying query filters before retrieving the query data.

  • Mikhail Zolikoff
    Mikhail Zolikoff
    Name Dropper Facilitator 1

    @Ashley Moose Thank you, this is great info!

    I appreciate the link to the legacy API. Do you happen to have a link to how data lists can be used for this?

  • Ashley Moose
    Ashley Moose Blackbaud Employee
    Eighth Anniversary Kudos 5 First Reply Name Dropper

    @Mikhail Zolikoff There are data list examples included under a couple of the API options.

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