RE and Power Platform - prospect history API

Pippi Reader

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 any information that might help me? I've set up the Blackbaud Connector but I don't think you can access this from there can you? @Alex Wong I know you often have some useful posts on this so wondered if you had any advice? Thanks

https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=GetConstituentProspectStatusHistories

Alex Wong

@Pippi Reader
Since Get Prospect History is per single constituent, not ONE call to get all prospect history of all constituent, you are going to run into trouble with Power BI connector, assuming that you are using the unofficial Blackbaud connecto supported by the community.

Assuming you are not trying to just get ONE constituent's prospect history, rather all (or at least a bunch of them) for reporting, use of a “iterator” in power query potentially can be created in the BI connector, however, isn't very “friendly” (at least in my opinion, since I have not seen anyone actually done it).

Using Power Automate will help do this, though still “one at a time”. Depending on how many constituent you are potentially trying to get prospect history, you can create a power automate flow that either does all constituent (that has a prospect status to get history for), or take in a bunch of constituent system record id, and get prospect history for them only. In Power Automate, you can run using concurrency, making it much faster to retrieve even though still only ONE at time. then the flow either save the data into a cloud location (i.e. SharePoint list or excel) that Power BI can read from, or directly pass the data into Power BI.

Pippi Reader

@Alex Wong great thanks, I'll try that