End point requests

Ellyn LaVecchia

Additional end points needed? Post here! If there are data elements that you find you cannot access - please post those requests here by replying to this thread. It would be great to keep all requested end points together so that you can see if your need matches a request already out there. Thanks!

Allen Roth

Hi @Ellyn LaVecchia, one end point I don't see that would be valuable is the ability to identify a constituent's prospect manager. A simple use case would be that something is changed on the constituent record that we are monitoring which triggers an email to the prospect manager alerting them to the change.

Ashley Moose

@Ellyn LaVecchia

There are four endpoints I need in order to migrate an app from the current BBCRM REST APIs to SKY API.

• Administration > Code table entry list
• Administration > Site search
• Constituent > Interaction category list
• Constituent > Interaction subcategory list

Let me know if you need more background!

Ashley Moose

Hi @Ellyn LaVecchia - Here are a few other endpoints that I think would be useful, and are all based on multiple past customizations or needs I've encountered while supporting BBCRM implementations. Let me know if you need more details.

• Constituent relationships - To support many integration needs (i.e. Student and Parent loads, HR imports, etc.)
• Constituent employment history - To allow for automated HR imports and potentially integration with other services like LinkedIn
• Constituent education history and Education additional information - To support automated SIS loads
  • Constituent educational involvement - Also for SIS loads (although a lesser priority than education history and education additional information)
• Add constituents to a selection - Similar to the Add to List APIs for NXT - The main use case here is adding records to a selection so that selection could be included in a mailing process in BBCRM. This could be integrated into something like a Power BI dashboard where users are reviewing major donors, or into a simpler review list where users want to review and approve an invitation list before inviting constituents to Events. While there are ways to view those lists from within BBCRM, I've encountered MANY instances over the years where users need to export these lists, someone externally reviews and updates the list as needed before approving and then the list is imported back to BBCRM. If an API was available, that approval process could be entirely automated.
• Constituent groups and Group members - Allows integrating with other systems like Paciolan where we need a way to track affiliated constituents (other use cases as well)
• Smart fields - This would provide the ability to include pre-calculated values for use in various integration needs. Right now there is an end point for Constituent revenue history but organizations often need to define what types of revenue they count in their revenue history as a whole, or at a specific entity level.
• Prospect plans, Stewardship plans, Prospect plan steps and Stewardship plan steps - Allows for integrating with tools like Power BI where users may be reviewing Major Prospects lists, and would potentially allow for integrating with other Fundraiser management tools)
• And of course Revenue AND Recognition History - I know Revenue is big on the to-do list but wanted to call out the need for Recognition credits to be included as part of this. So much of what revenue organizations look at is based on recognition credit and often the Revenue endpoints I've seen are focused on the hard credit donor.

Rob Petit

@Ellyn LaVecchia

I have a few requests:

1. I don't see an endpoint to add/find an Alias on a constituent. We use alias to store our unique identifier in RE/NXT. Need a similar option in Altru/CRM
2. We allow users to configure phone, email and address types for us to use in the integration settings. I don't see an endpoint for getting those types to display to the user in settings.
3. I know it's on the roadmap but an endpoint for the various volunteer objects would be great.
   

hmong lee

@Ellyn LaVecchia - We are working on a project to compare and analyze Education records in some what real time between BBCRM and Banner. We are looking to leverage Microsoft's Power Platform for this project due to the simplicity of connecting to APIs, creating data marts, and surfacing the data for analysis in Power BI. However I do not see a BBCRM API for the Education model. Is that something down the pipeline? If not, we would love to see if we can add the BBCRM Education model as part of the Blackbaud API pipeline. I'm sure other Higher Ed institutions will find this API model useful in the future.