Any way to update (or add to) the Opportunity Status History in bulk?

Chad Hujsak · May 15

I see the ability to “get” the Opportunity Status History is now available in the SKY API, which is great and allows us to ultimately report on this info. Is there any current method (other than manual web-view data entry) to be able to add to or update the history information either through import or API? If not, is something like that on the roadmap?

Alex Wong · May 17

@Chad Hujsak
you can use import, which is a dbview function that needs to be manually done (even though it is better than manually doing it to 1 record at a time).

You can also use API to update opportunity, one at a time, but it's automated so no human need to work on it. You can also use concurrency to make the update to more records at the same time.

Chad Hujsak · May 17

@Alex Wong Thanks for the response! I'm a little confused on this though as I don't see how to import the Opportunity Status History information in dbview or anywhere else. I know that we can import/update the CURRENT opportunity status (which pushes the previous status to history and "stamps" the Start Date for the status), but I don't see how to update the status history itself (other than manually in web-view).

Specifically, what I'm trying to do is:
1 - Regularly update the existing opportunity status as a certain action/event/trigger occurs (I can do this part now via import or API)
2 - Set the Start Date and Comments fields for that new Status (neither of which I see any way to update other than manually in web-view as they are not dbview fields).

Basically, I'm asking if there will be a "PATCH" or "POST" capability added for the Opportunity Status History to correspond with the new(ish) ability to "GET" that info via API https://developer.sky.blackbaud.com/api#api=58e3b2597c1af25c58b9c4e3&operation=GetOpportunityStatusHistories

Alternatively, could the status Start Date and Comments fields be added to the "PATCH" Opportunity API so could at least add/update that information for the CURRENT Status?
https://developer.sky.blackbaud.com/api#api=58e3b2597c1af25c58b9c4e3&operation=EditOpportunity

Let me know if I'm overlooking something and thanks again for your time!

Alex Wong · May 18

@Chad Hujsak
I don't fully understand what you asking, but here's what you can do in SKY API:

Use the Edit Opportunity endpoint to change status of the opportunity record

https://developer.sky.blackbaud.com/api#api=58e3b2597c1af25c58b9c4e3&operation=EditOpportunity

this will record the new status for Get Opportunity Status History to pick up

https://developer.sky.blackbaud.com/api#api=58e3b2597c1af25c58b9c4e3&operation=GetOpportunityStatusHistories

Carol Grant · May 21

@Chad Hujsak
Hi Chad- I'm reading this thread and are you sure you want Opportunity Status or do you want Prospect Status? Currently there isn't a PATCH or POST action for Prospect Status, there is a GET. They recently released a way to get the Prospect Status History through the API by Constituent ID.

Chad Hujsak · May 23

@Carol Grant Thanks for the response, Carol! I am talking about the Opportunity Status History fields.

Trying to figure a way to describe this differently. I am looking to UPDATE (via API or import) the fields that are ALREADY in the Opportunity Status History. Specifically, the Comments and Start Date fields that are affiliated with a given opportunity status history record. I understand that I can use the GET Opportunity Status History endpoint to pull this information out. I understand that I can update/PATCH or create/POST the Opportunity itself (and also the CURRENT Status) via API or import. What I am missing is a way to update/PATCH the Comments and Start Date fields within the status history (other than manually in web view).

What I'm trying to accomplish is:
1 - Automatically update the Opportunity Status based on another process. I can do this part now with import or API!
2 - Write to the Comments and Start Date fields that are tied to that Opportunity Status. This part seems to be where the gap is!

b079be6bf2d4472a1fa2a423a0440bda-huge-im — Want to update Start Date and Comments

1f8633fdafb744a0e60c543763d0808e-huge-im — Part of the “Get” API - hoping to edit this info

Based on the responses to this point, I am assuming there is just no way to do this right now (other than web-view manual entry). If that's the case, I am trying to request/suggest the ability to make PATCH (or POST) API calls for the OpportunityStatysHistory.comments and OpportunityStatysHistory.start_date fields. Alternatively, having the Status Comments and Status Start Date fields (for the current Opportunity status) be available as part of the Opportunity PATCH/POST calls would satisfy this.

Sorry I'm not able to word this better : (

Thanks for everyone's time!

Alex Wong · May 26

@Chad Hujsak
Yes, you are correct. When you update a status using the PATCH (edit) Opportunity endpoint, it records the new status, but does not provide you a way to “add” a comment on the status. You will need to hit up the Idea Bank to get it registered and voted on

Any way to update (or add to) the Opportunity Status History in bulk?

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