💻 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

Conceptual Framework 1

Conceptual Framework 2

Key Takeaways

Conceptual Framework 2

Was this article helpful?
0 out of 0 found this helpful