Sharing my Power Automate Flow: eInvoice

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Alex Wong
Alex Wong Community All-Star
Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper
in SKY Developer General Discussions

Hi community,

This automation is for setting up sending email invoice (aka Pledge Reminder) using various SKY API toolset and Microsoft Power Automate.

Since the only way to do pledge reminder is still the legacy RE database view > Mail > Reminder module, and it has no ability to send invoice (PDF) in email to donor, this automation is created to bridge that gap.

This automation still require the use of the Mail > Reminder module to output how much is due by a Run Date. Take a look at the process flow to understand sub-process and main eInvoice Automation process: RE NXT eInvoicing Automation Work Flow.pdf

This is quite involved, so a little hard to explain all the details. If anyone is attempting to do this and run into any issues, post here and I'll answer when I can.

What you will need:

  • Raiser's Edge Mail Reminder module saved with needed output Export for eInvoice.CSV (use an sample for you to setup the needed output fields)
  • RE:Queue for scheduled export of Mail Reminder
  • Blackbaud Raisers Edge NXT Power Automate connector
  • Blackbuad Church Management Power Automate connector
  • SFTP - SSH Power Automate connector
  • SharePoint Power Automate connector
  • Excel Online (Business) Power Automate connector
  • Word Online (Business) Power Automate connector

Skill level: Intermediate to Advanced

Configuration Needed:

  • SharePoint location where there is an Excel file (.xlsx) with a Office Script (needed to bring CSV data into an Excel) Export for eInvoice Template.xlsx
  • SharePoint location where there is a Word file (.docx) that is the "template" with content control configured eInvoice Mail Merge Template.docx
  • Power Automate (registered with SKY API Webhook), triggered whenever a new gift is created in RE to create a custom field (attribute) of the Gift ID of the Pledge RENXTCreatePledgeGiftIDAttribute.zip
    • This is what our org wants as we plan to have Luminate Online Donation form that allows donor to specify Pledge ID, which when imported will auto-apply to the pledge as payment. Unfortuntely Mail > Reminder does not have Gift ID, so we need to automate creating of the Pledge Gift ID as gift custom field/attribute
  • Power Automate to automatically get new CSV file from RE:Queue scheduled export of the Mail Reminder module RENXTGetNeweInvoiceCSV.zip
  • Power Automate that is triggered by action button “Send eInvoice” on RE NXT homepage to do the actual sending of eInvoice eInvoiceAutomation.zip
    • The exported flow send email to myself only, as test that's what you should change first until you got it all working well. There is also a limit on the # of pledge being sent, again for test purpose. You can modify when you ready to make it production use.
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Area Used:

  • Automation
  • Integration
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Comments

  • Mark Warner
    Mark Warner
    Sixth Anniversary 10 Comments 5 Likes Name Dropper

    Thank you for all your work detailing the automated pledge reminder process. Completely new to this world so excuse my novice question. I'm working to connect SFTP-SSH with PowerAutomate and it asks for the following information. I'm not sure what server and login information its referring to. Can you provide any additional information. Thank you!

    Host server address

    User name

    Password

    SSH private key

    SSH private key passphrase

    Port number

    Disable SSH host key validation

    SSH host key finger-print

    Root folder path

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    Go to your RE NXT and click on database cylinder icon and then click Database options

    Under FTP access account information you will find:
    User name, Password, Server and Port

    Leave SSH private key, SSH private key passphrase, and SSH host key finger-print blank

    Check the checkbox for Disable SSH host key validation

    For creating connection, you can leave Root folder blank

    The folder path for your F:\\ network share, you need to open the Hosted files and click on Tenant File Share UNC Path, then at the explorer's location bar, you will find a long alphanumeric string that looks like bolded below. Take that alphanumeric string and replace the bolded string below.
    /C:/FTPHome/abc1abc2-abc3-4444-abc5-abc6abc7abc8$/FTP

  • Edward Hohlbein
    Edward Hohlbein
    Tenth Anniversary 10 Comments 5 Likes Name Dropper

    This is GREAT @Alex Wong ! Thank you for posting. I'm going to dive into this. I may have questions as I do. I'll post them here. ?

  • Hannah Lee
    Hannah Lee
    Second Anniversary Name Dropper First Comment Acknowledger Level 1

    @Alex Wong
    Our organization is not a church and so we do not utilize Blackbaud Church Management. Is there a workaround for replacing Blackbaud Church Management connector with just Raiser's Edge NXT connector? I'm having issues with connection during import of your eInvoice Automation file. Thank you!

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Hannah Lee
    You don't need to be using Church Management, my org doesn't neither.

    At the time of this post, the Validate a user identity token only exist under the Church Management connector, and it can be used for RE NXT too.

    Now, there is Validate a user identity token in Blackbaud SKY Add-ins connector, so you can use that:

    61f2c8178d604629268d95367c76bf39-huge-im
  • Hannah Lee
    Hannah Lee
    Second Anniversary Name Dropper First Comment Acknowledger Level 1

    @Alex Wong Thank you so much for that information. Do you mind sharing a screen shot of what the actual flow looks like on the Power Automate Page? I've looked at your general flow pdf but I'm still having issues building the actual flow on Power Automate.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Hannah Lee
    The flow discussed in this post has been deleted. I no longer uses this as there is a better way to do invoice now, since Gift v2 API is in preview. Gift v2 API allow you to get detailed installment and payment info of a pledge.

    I will post the new method in the future.

  • Hannah Lee
    Hannah Lee
    Second Anniversary Name Dropper First Comment Acknowledger Level 1

    @Alex Wong
    Thank you. Will look forward to it!

  • Joe Chinni
    Joe Chinni
    Seventh Anniversary Name Dropper First Comment Acknowledger Level 1

    @Alex Wong
    Is there a new version of this somewhere or was this one updated with the new Gifts v2? Thanks, this looks amazing.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Joe Chinni
    No new version yet. A new eInvoice project is in my queue to do in ~3 months time.

  • Vishal Balaji
    Vishal Balaji
    Second Anniversary Name Dropper Photogenic First Comment

    @Alex Wong
    Hi Alex, any updates on a new version?
    And thanks, this is amazing!

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Vishal Balaji
    I did this as a demo in BBdevday last year I think, but did not create a new template for it.

    will think about adding it in near future.

  • Luis Puesan
    Luis Puesan
    Name Dropper First Anniversary First Comment Activity: First Reply

    @Alex Wong

    Thanks for sharing this! Just wanted to chime in I am very interested on that newer version ?

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