Organization Relationships additions and maintenance

Chris Zello
Chris Zello
Sixth Anniversary Kudos 2 Name Dropper Participant
in SKY Developer General Discussions

I'm wondering if the current APIs are robust enough to do something with an Individual's Organization Relationships.

My situation is that I'm importing employee files monthly. These take on different forms, as a person could be new, separated, retired, or have a job change. Someone who is "new" can include people who are hired for the first time or someone who was previously employed here, left and has returned. I am able to divide my master file into groups for import.

For individuals who are new or have a job change, I don't want it to update the previous Relationship. Instead I want it to match to the specific record I'm telling it AND add a new relationship with the Date From (employment start date), 100% of the time.

For individuals who are separated or retired, I do want it to find the current relationship, add an end date. (Unfortunately I heard from my other post that it isn't possible to break the Org Relationship using PA. https://community.blackbaud.com/discussion/85069/break-relationships-available?utm_source=community-search&utm_medium=organic-search&utm_term=relationships)

And for someone with a job change, is it possible to provide an end date for the current relationship and have it add the new org relationship?

Is there something in the APIs making it capable to do these things to Org Relationshipis?

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Best Answer

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

    @Chris Zello everything you want to do can be done like Ben said, with the exception of "breaking" a relationship.

    One option is to delete the relationship you want to break (capturing all info first), then create a new relationship that doesn't have the link to begin with by using this option. However, you are likely going to need to create TWO relationships without reciprocation, one on Constituent ONE and one on Constituent TWO such that they do not reciprocate (link) to each other, mimicking a "broken" relationship.

    I have not tried this before, this is just in theory should work, you can play around with this and let us know if it works for you.

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Answers

  • Ben Regier
    Ben Regier
    Sixth Anniversary Kudos 5 First Reply Name Dropper

    The Power Automate connector allows you to return a list of relationships, create and update relationships, and if you want to delete a relationship, you could use Blackbaud's HTTP request action.

    So the functionality you need is all there, and the work will be in building out the logic. You can return a list of relationships for a constituent, use the Filter Array action to find any that you may need to make changes to, and the Create Relationship action to create any new ones.

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