Blackbaud Raisers Edge NXT Prospects (Preview)

Blackbaud Raiser's Edge NXT is a comprehensive cloud-based fundraising and donor management software solution built specifically for nonprofits and the entire social good community. Use the Prospects connector to manage prospects, opportunities, and ratings.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Blackbaud Support
URL https://www.blackbaud.com/support
Email skyapi@blackbaud.com
Connector Metadata
Publisher Blackbaud, Inc.
Website https://www.blackbaud.com/products/blackbaud-raisers-edge-nxt
Privacy policy https://www.blackbaud.com/privacy-shield
Categories Sales and CRM;Productivity

Raiser's Edge NXT is a comprehensive cloud-based fundraising and donor management software solution built specifically for nonprofits and the entire social good community.

This connector is built on top of Blackbaud's SKY API, and provides operations to help manage prospects and related entities found within The Raiser's Edge NXT, including:

  • Prospects
  • Opportunities
  • Ratings
  • and more...

For more information, please view the documentation.

Prerequisites

To use this connector, you must have a Blackbaud ID account with access to one or more Blackbaud environments.

In addition, your organization's administrator must also perform an admin-level action within the system to enable this connector to access your Blackbaud environment. More information about these prerequisites can be found in the initial setup documentation.

How to get credentials?

Your organization's administrator will send you an invitation to the organization's Raiser's Edge NXT environment and configure your user account permissions within the environment. No additional credentials are required to use this connector.

Known issues and limitations

The connector will operate in the context of your user account, and will therefore be subject to your user permissions within the environment.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create a constituent rating

Creates a new constituent rating.

Create an opportunity

Creates a new opportunity.

Create an opportunity attachment

Creates a new opportunity attachment.

Create an opportunity custom field

Creates a new opportunity custom field.

Get an opportunity

Returns information about an opportunity. Note: This endpoint returns the status property with a latency of about 10 minutes.

Get constituent prospect status

Returns the current prospect status for a constituent.

List constituent ratings

Returns the list of ratings for a constituent.

List opportunities

Returns a list of opportunities.

List opportunity attachments

Lists the attachments for an opportunity.

List opportunity custom fields

Lists the custom fields for an opportunity.

Update an opportunity

Updates an opportunity.

Update an opportunity attachment

Updates an opportunity attachment.

Update an opportunity custom field

Updates an opportunity custom field.

Create a constituent rating

Creates a new constituent rating.

Parameters

Name Key Required Type Description
body
body True dynamic

An object that represents the rating to create.

Returns

Created constituent rating

Create an opportunity

Creates a new opportunity.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent associated with the opportunity.

Purpose
purpose True string

The intended use for any money raised as a result of the opportunity.

Name
name True string

The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255.

Status
status string

The status that indicates where the opportunity is in the solicitation process.

Deadline
deadline date-time

The goal date for the opportunity to result in a gift (ex: '2020-09-18T04:13:56Z').

Ask date
ask_date date-time

The date when the solicitation was made (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Expected date
expected_date date-time

The date when the prospect is expected to give in response to the opportunity (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Funded date
funded_date date-time

The date when the prospect gave in response to the opportunity (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Campaign ID
campaign_id string

The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money.

Fund ID
fund_id string

The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the fundraiser.

value
value double

The monetary value.

Inactive?
inactive boolean

Is the opportunity inactive?

Returns

Created opportunity

Create an opportunity attachment

Creates a new opportunity attachment.

Parameters

Name Key Required Type Description
Opportunity ID
parent_id True string

The system record ID of the opportunity associated with the attachment.

Type
type True string

The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally.

Name
name string

The name of the attachment. Character limit: 150.

Date
date date-time

The date of the attachment (ex: '2020-09-18T04:13:56Z'). This field defaults to the current date and time if not supplied.

URL
url string

The URL for the attachment. This is required for link attachments and not applicable for physical attachments.

File name
file_name string

The name of the file. Character limit: 36. For physical attachments only.

File ID
file_id string

The identifier of the file. Character limit: 36. For physical attachments only.

Thumbnail ID
thumbnail_id string

The identifier of the thumbnail. Character limit: 36. For physical attachments only.

Tags
Tags string

Returns

Created opportunity attachment

Create an opportunity custom field

Creates a new opportunity custom field.

Parameters

Name Key Required Type Description
body
body True dynamic

An object that represents the custom field to create.

Returns

Created opportunity attachment

Get an opportunity

Returns information about an opportunity. Note: This endpoint returns the status property with a latency of about 10 minutes.

Parameters

Name Key Required Type Description
Opportunity ID
opportunity_id True string

The system record ID of the opportunity to get.

Returns

Opportunity

Get constituent prospect status

Returns the current prospect status for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent for whom the prospect status is to be retrieved.

Returns

Prospect status

List constituent ratings

Returns the list of ratings for a constituent.

Parameters

Name Key Required Type Description
Constituent ID
constituent_id True string

The system record ID of the constituent

Include inactive?
include_inactive boolean

Include inactive ratings?

Only most recent?
most_recent_only boolean

Include only the most recent ratings?

Returns

Ratings

List opportunities

Returns a list of opportunities.

Parameters

Name Key Required Type Description
List
list_id string

Defines a list identifier used to filter the set of opportunities to those included in the specified list. If this value is set, other specified filters will be ignored.

Constituent ID
constituent_id string

Represents a comma-separated list of constituent system record IDs to filter the results. For example, "280,1232" returns only opportunities from constituent 280 or constituent 1232.

Limit
limit integer

Represents the number of records to return. The default is 500. The maximum is 5000.

Offset
offset integer

Represents the number of records to skip. For use with pagination.

Include inactive?
include_inactive boolean

Include inactive opportunities?

Added on or after
date_added date-time

Filter the results to opportunities created on or after the specified date (ex: '2020-09-18T04:13:56Z').

Modified on or after
last_modified date-time

Filter the results to opportunities modified on or after the specified date (ex: '2020-09-18T04:13:56Z').

Returns

Opportunities

List opportunity attachments

Lists the attachments for an opportunity.

Parameters

Name Key Required Type Description
Opportunity ID
opportunity_id True string

The system record ID of the opportunity.

Returns

Attachments

List opportunity custom fields

Lists the custom fields for an opportunity.

Parameters

Name Key Required Type Description
Opportunity ID
opportunity_id True string

The system record ID of the opportunity.

Returns

Custom fields

Update an opportunity

Updates an opportunity.

Parameters

Name Key Required Type Description
Opportunity ID
opportunity_id True string

The system record ID of the opportunity to update.

Purpose
purpose string

The intended use for any money raised as a result of the opportunity.

Name
name string

The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255.

Status
status string

The status that indicates where the opportunity is in the solicitation process.

Deadline
deadline date-time

The goal date for the opportunity to result in a gift (ex: '2020-09-18T04:13:56Z').

Ask date
ask_date date-time

The date when the solicitation was made (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Expected date
expected_date date-time

The date when the prospect is expected to give in response to the opportunity (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Funded date
funded_date date-time

The date when the prospect gave in response to the opportunity (ex: '2020-09-18T04:13:56Z').

value
value double

The monetary value.

Campaign ID
campaign_id string

The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money.

Fund ID
fund_id string

The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the fundraiser.

value
value double

The monetary value.

Inactive?
inactive boolean

Is the opportunity inactive?

Update an opportunity attachment

Updates an opportunity attachment.

Parameters

Name Key Required Type Description
Attachment ID
attachment_id True string

The system record ID of the attachment to update.

Name
name string

The name of the attachment. Character limit: 150.

Date
date date-time

The date of the attachment (ex: '2020-09-18T04:13:56Z').

URL
url string

The URL for the attachment. This is required for link attachments and not applicable for physical attachments.

Tags
Tags string

Update an opportunity custom field

Updates an opportunity custom field.

Parameters

Name Key Required Type Description
Custom field ID
custom_field_id True string

The system record ID of the custom field to update.

body
body True dynamic

An object that represents the properties of the custom field to update.

Definitions

ConstituentApi.ApiCollectionOfRatingRead

Ratings

Name Path Type Description
Count
count integer

The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set.

value
value array of ConstituentApi.RatingRead

The set of items included in the response. This may be a subset of the items in the collection.

ConstituentApi.CreatedConstituentRating

Created constituent rating

Name Path Type Description
ID
id string

The ID of the newly created constituent rating.

ConstituentApi.ProspectStatusRead

Prospect status

Name Path Type Description
Status
status string

The constituent's current prospect status.

Days elapsed
days_elapsed integer

Total number of days in the current prospect status based on the start date.

Start date
start date-time

The start date of the prospect status.

Comments
comments string

The comments on the prospect status.

ConstituentApi.RatingRead

Rating

Name Path Type Description
ID
id string

The system record ID of the rating.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the rating.

Source
source string

The source of the new rating.

Category
category string

The category of the rating.

Date
date date-time

The date of the rating.

Description
value

The value of the rating.

Comments
comment string

A comment about the rating.

Inactive?
inactive boolean

Is the rating inactive?

Type
type string

This computed field indicates the type of data that the rating represents based on the category property.

OpportunityApi.ApiCollectionOfOpportunityAttachmentRead

Attachments

Name Path Type Description
Count
count integer

The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set.

value
value array of OpportunityApi.OpportunityAttachmentRead

The set of items included in the response. This may be a subset of the items in the collection.

OpportunityApi.ApiCollectionOfOpportunityCustomFieldRead

Custom fields

Name Path Type Description
Count
count integer

The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set.

value
value array of OpportunityApi.OpportunityCustomFieldRead

The set of items included in the response. This may be a subset of the items in the collection.

OpportunityApi.ApiCollectionOfOpportunityRead

Opportunities

Name Path Type Description
Count
count integer

The number of items available for retrieval into the collection after applying any request parameters. The limit and offset parameters do not affect the count, but to facilitate paging, they may affect the number of items in the value result set.

value
value array of OpportunityApi.OpportunityRead

The set of items included in the response. This may be a subset of the items in the collection.

OpportunityApi.CreatedOpportunity

Created opportunity

Name Path Type Description
ID
id string

The ID of the newly created opportunity.

OpportunityApi.CreatedOpportunityAttachment

Created opportunity attachment

Name Path Type Description
ID
id string

The ID of the newly created opportunity attachment.

OpportunityApi.CreatedOpportunityCustomField

Created opportunity attachment

Name Path Type Description
ID
id string

The ID of the newly created opportunity attachment.

OpportunityApi.Fundraiser

Fundraiser

Name Path Type Description
Constituent ID
constituent_id string

The system record ID of the constituent associated with the fundraiser.

value
credit_amount.value double

The monetary value.

OpportunityApi.OpportunityAttachmentRead

Attachment

Name Path Type Description
ID
id string

The system record ID of the attachment.

Opportunity ID
parent_id string

The system record ID of the opportunity associated with the attachment.

Type
type string

The attachment type. Physical attachments are uploaded files such as images, PDFs, or Word documents that are saved locally or on the network. They are stored and managed in the system. Link attachments are links to files such as images, blog posts, or YouTube videos that are online or in a cloud storage account. They are stored and managed externally.

Name
name string

The name of the attachment. Character limit: 150.

Date
date date-time

The date of the attachment.

URL
url string

The URL for the attachment. This is required for link attachments and not applicable for physical attachments.

File name
file_name string

The name of the file. Character limit: 36. For physical attachments only.

File ID
file_id string

The identifier of the file. Character limit: 36. For physical attachments only.

Thumbnail ID
thumbnail_id string

The identifier of the thumbnail. Character limit: 36. For physical attachments only.

Thumbnail URL
thumbnail_url string

The URL for a thumbnail. For physical attachments that are images only. Contains a time-bound signature that limits access to 60 minutes.

Content type
content_type string

The content type. For physical attachments only.

File size
file_size integer

The file size in bytes. For physical attachments only.

Tags
tags array of string

The tags associated with the attachment.

OpportunityApi.OpportunityCustomFieldRead

Custom field

Name Path Type Description
ID
id string

The system record ID of the custom field.

Opportunity ID
parent_id string

The system record ID of the opportunity associated with the custom field.

Category
category string

The custom field category.

Type
type string

The type of data that the custom field represents.

Value
value

The value of the custom field.

Text value
text_value string

The text value of the custom field.

Number value
number_value integer

The numeric value of the custom field.

Date value
date_value date

The date value of the custom field.

Currency value
currency_value double

The currency value of the custom field.

Boolean value
boolean_value boolean

The boolean value of the custom field.

Table entry value
codetableentry_value string

The table entry value of the custom field.

Constituent ID value
constituentid_value string

The constituent ID value of the custom field.

day
fuzzydate_value.d integer

The day in the fuzzy date.

month
fuzzydate_value.m integer

The month in the fuzzy date.

year
fuzzydate_value.y integer

The year in the fuzzy date.

Date
date date

The date on the custom field.

Comment
comment string

The comment on the custom field. Character limit: 50.

Date added
date_added date-time

The date when the custom field was created.

Date modified
date_modified date-time

The date when the custom field was last modified.

OpportunityApi.OpportunityRead

Opportunity

Name Path Type Description
ID
id string

The system record ID of the opportunity.

Constituent ID
constituent_id string

The system record ID of the constituent associated with the opportunity.

Purpose
purpose string

The intended use for any money raised as a result of the opportunity.

Name
name string

The name that identifies the opportunity throughout the program, such as in lists or on constituent records. Character limit: 255.

Status
status string

The status that indicates where the opportunity is in the solicitation process.

Deadline
deadline date-time

The goal date for the opportunity to result in a gift.

Ask date
ask_date date-time

The date when the solicitation was made.

value
ask_amount.value double

The monetary value.

Expected date
expected_date date-time

The date when the prospect is expected to give in response to the opportunity.

value
expected_amount.value double

The monetary value.

Funded date
funded_date date-time

The date when the prospect gave in response to the opportunity.

value
funded_amount.value double

The monetary value.

Campaign ID
campaign_id string

The system record ID of the campaign associated with the opportunity. The campaign sets the overall objectives for raising money.

Fund ID
fund_id string

The system record ID of the fund associated with the opportunity. The fund designates the specific financial purpose of a gift and identifies the financial account for that gift.

Fundraiser(s)
fundraisers array of OpportunityApi.Fundraiser

The set of system record IDs for the fundraisers assigned to the opportunity.

Inactive?
inactive boolean

Is the opportunity inactive?

linked_gifts
linked_gifts array of string

The system record IDs of the gifts related to the opportunity.

Date added
date_added date-time

The date when the opportunity was created.

Date modified
date_modified date-time

The date when the opportunity was last modified.