Ability to access primary addressee/salutation data in bulk

The primary addressee and salutation are necessary when communicating with constituents, for example Dear [Mr & Mrs Drake].


Currently they can be accessed on a per constituent basis via this endpoint:

https://developer.sky.blackbaud.com/docs/services/56b76470069a0509c8f1c5b3/operations/GetConstituentNameFormatSummary


This causes huge problems when synchronising with our internal reporting/selection system.


We have to call a list of all constituents that have changed in any way at all, then for each one get their salutations (whether their salutations have changed or not!). This is very inefficient and causes us to make thousands of unnecessary API calls.


Solutions

Preferred: Include the primary addressee and primary salutation fields in the constituent entity for both 'GetConstituents' and 'GetConstituent'.


Acceptable: Create a GetNameFormatSummaryList endpoint where we can get them for all constituents.

  • James Phillips
  • Jan 10 2022
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  • Trent Johnson commented
    June 29, 2022 18:47

    Has there been any movement on this? When we pull data from the Sky API to produce a file for mail merge, we need to have the donor's salutation.