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Description This Power Automate template generates a consolidated gift digest email from Blackbaud Raiser's Edge NXT gift data. Instead of sending one notification per gift, the flow compiles all gifts returned by the configured gift filter into a single email, making it ideal for daily or weekly gift reporting. The…
Hi everyone, I'm working on a Power BI integration with the Blackbaud SKY API, and I'm noticing that the data being returned is incomplete across multiple tables. This isn't limited to gifts—I've mapped several tables, and in each case some records that exist in Blackbaud are missing from the data loaded into Power BI. I…
I'm looking for a Power BI consultant. If you have worked with a team that you recommend, please drop their information below. If you could let me know what services they completed for you and why you recommend them, that would be great. Thanks!
@Heather McLean @Erik Leaver Wondering if there is any roadmap for upgrade to the existing Adaptive Card implementation on RE NXT that allows for file upload? Copilot said Adaptive Card v1.6 has the Input.File that can be used for file upload, not sure what version Blackbaud implemented and if file upload is supported.…
Hello I heard that on RE NXT, they have released the prospect history API endpoint recently which includes days lapsed which is something I have been desperate for. I'm new to linking RE with Power BI though and I'm not sure how I set this up so that I can get the information flowing from RE to Power BI, does anyone have…
I am trying to create a gift pledge through power automate. I am currently testing it using default values that I set. (My ultimate goal is to fill in values obtained through an adaptive card.) While I am a system admin in both DBV and WV, I am getting the forbidden error when the flow gets to the Create a Pledge step.…
I mentioned this in my #devdays session & there seemed to be interest, so I thought I'd share :) Description: This workflow adds gift documentation as a link from SharePoint to RENXT gift records. Saves lots of time if you manually update this field, and ensures that staff reviewing gifts for stewardship, letters, etc,…
In all honesty, I took the fabulous Get Query Results Flow from Ashley Moose and made a couple of minor adjustments to save csv query results in SharePoint vs. One Drive. Since I am an (at best) advanced beginner I used her template to start (and I don't know how to package my flows)- her flow link is below: Sharing my…
Hi all - I am currently using the trial version of PA, and we are ready to pull the trigger on some licenses for our org. Does anyone have the SKU number for the right version of PA Premium? Or can you give me some advice for making the request of our vendor? Thanks in advance.
PLEASE HELP! I've spent way too much time with this issue. Claude has been helping me set up a connection from Business Central through Power Automate into Blackbaud. I'm running into an issue with the "Create Journal Entry (single distribution)" function in Power Automate. I'm betting the following error message. I'm a…
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