Sharing my Power Automate template: Basic Individual Constituent Import

Description: This Solution includes four separate Power Automate flows that work together to import individual constituent records. (not organization records)

1. Flow 1 - "Individual Import Request Received": receive an import request and prepare the import file for review
   1. Flow 2: (child Flow) - "CF_Search RENXT for Constituent Match return string of ids": searches RENXT for possible constituent matches
2. Flow 3 - "Trigger Individual Constituent Import Review": review and confirm constituent matches and updates
3. Flow 4 - "Process Individual Constituent Updates": import the individual constituent records data

Required connections:

• Microsoft Forms
• OneDrive for Business
• Approvals
• Excel Online
• SharePoint
• Office 365 Outlook
• Microsoft Teams
• Blackbaud Raisers Edge NXT Constituents
• Blackbaud SKY Add-ins
• Blackbaud Raisers Edge NXT Interactions

Suggested skill level:

• Intermediate

Configuration details:

• You will need to set up your developer account and create an application if you don't already have one. Please reference Blackbaud's SKYAPI Adaptive Card add-ins documentation.
  • https://developer.blackbaud.com/skyapi/docs/addins/adaptive-cards
  • https://developer.blackbaud.com/skyapi/docs/getting-started#create-an-application
• You will need to configure an environment that allows you to import an unmanaged solution if you don’t already have one. Here are some resources you may find helpful.
  • Introduction to Power Automate Child Flows
    • NOTE steps at Timestamp 24:56 to ensure child flow runs properly
  • General How to Import Solutions
• You will find details about which actions to update in each flow are included in the instructions section. Details about what to update for each specific action are included as a note on the action inside the flow.
• Reference the Common Import Errors section if you receive any errors during import or testing.

Category:

• Automation, Data Management

Instructions:

• See Individual Constituent Import Instructions Word document in files section

Files:

• Individual Constituent Import template.xlsx
• Microsoft Forms
• Individual Constituent Import List with schema.csv
• BasicIndividualConstituentImport_1_0_0_5.zip
• Individual Constituent Import Instructions.docx
• ✨@Ashley Moose demonstration of SolutionImport2.mp4✨

Common Import Errors:

Error: Failed to retrieve dynamic outputs.

• Solution: Create a new connection/connection reference. If a new one is created, make sure to update other actions of the same type, (i.e. all SharePoint actions), to use this connection.

• Error: Action 'Run a child flow" has defined a child flow that contains run only user connections.
  • Solution: Reference Timestamp 24:56 of video resource provided in configuration details to double check the Run only users section for the child flow (CF_Search_RENXT_for_Constituent_Match_return_string_of_ids) and ensure all connections are set to "Use a specific connection" (not Provided by run-only user).