Pledge Payment Schedules from NXT

JimmyDan Conners

Good morning,

Has anyone been able to put a dashboard together in Power BI that would show Pledge payment schedules? I am having the hardest time locating any data that pertains to it in the connector. I have also attempted to put a list together in NXT for this with ZERO luck. Any help/advice is greatly appreciated!!! TIA

-Jimmy-Dan

Carlene Johnson

@JimmyDan Conners I don't have any good answers, but I'm looking forward to seeing the other responses you get. You may want to check out this FB group as well and ask the question there.

Glen Hutson

@JimmyDan Conners:

Good morning,

Has anyone been able to put a dashboard together in Power BI that would show Pledge payment schedules? I am having the hardest time locating any data that pertains to it in the connector. I have also attempted to put a list together in NXT for this with ZERO luck. Any help/advice is greatly appreciated!!! TIA

-Jimmy-Dan

Your best bet for the time being would be perhaps to use exports out of RENXT DB View for now. APIs for Gift Pledge Installments are still in a preview phase. There are more options coming in the future, but for now, starting with exports would probably be the place to start.

Alex Wong

@JimmyDan Conners
Export from RE database view will “work” somewhat, though you will need to handle 2 situations:

• export only export 99 of something (i.e. 99 installments, 99 payments). If you have pledge with more than 99 installment or payment on it, you will have missing information
• export will column multiple installment and payment details in multiple columns, 1 pledge per row

From SKY API perspective, Gift v2 has installment, payment and write off details. However, can only be obtained 1 pledge at a time.

So if you don't have too many pledges (~10K pledges). Then you can issue 1 get installment and 1 get payment for each pledge, using up 20K API call limits for the inital “loading” of data. Then all you need to worry about going forward is “changes” to these pledges and payment gift record in RE. (using webhook API).

Here's a post I mentioned about the method: https://community.blackbaud.com/forums/viewtopic/491/58726

Maybe @Heather McLean or @Erik Leaver can help look for the recording for the meeting for you to review.

Even though Query API is coming, I have a feeling this is NOT going to resolve the getting of information for pledge, installment, payment, writeoff. Query API is going to allow API calls to do querying like in database view, but querying in database view doesn't give you all the information today regarding installment and payment, so yet to see there.

Erik Leaver

@Alex Wong @JimmyDan Conners Here's the recording from the May 2023 User group that I think you are referencing:

Dan Snyder

@JimmyDan Conners Not sure if this is exactly what you are looking for, but here is a version we have used. Where there are ids, you can put the constituent or fund names. It uses an export from a mail task for the installment information.

Aging or Open Pledge Report Public.pdf