💻 Automated Export / Import Process Using Web Services

This special advancement-focused Community Conversation focuses on setting up an automated web service within your database. Three use cases explore identifying data within a query and importing the values directly back into the same database environment -- allowing transformations to occur on import:

• Automatically update a pledge's status to be "fulfilled" when the amount unreceived is $0
• Automatically add an end date to an existing "Current Student" constituent type entity row based on a donor's conferred graduation date
• Automatically add a constituency type of "Alumni" as a new entity row based on the donor's conferred graduation date

Conceptual Framework

Key Takeaways