Financial Edge NXT Connection
This documentation is based on version 21.0.8257 of the connector.
This documentation is based on version 21.0.8257 of the connector.
The connector leverages the Blackbaud FinancialEdge NXT SKY API to enable bidirectional access to Blackbaud Financial Edge NXT.
Blackbaud Financial Edge NXT uses the OAuth authentication standard. Blackbaud Financial Edge NXT should be enabled on an authorization account to retrieve results.
You can connect after setting required connection properties for your user credentials and obtaining required access tokens using a tool such as Postman.
See Using OAuth Authentication for an authentication guide and details of the OAuth authentication flow.
OAuth requires the use of access tokens obtained with Postman or a similar tool. 3-legged OAuth authentication is supported as described on Connections under three-legged OAuth authentication.
This section details a selection of advanced features of the Blackbaud Financial Edge NXT connector.
The connector allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.
Use SSL Configuration to adjust how connector handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.
To configure the connector using Private Agent proxy settings, select the Use Proxy Settings checkbox on the connection configuration screen.
The Jitterbit Connector for Blackbaud Financial Edge NXT allows you to define a virtual table whose contents are decided by a pre-configured query. These are called User Defined Views, which are useful in situations where you cannot directly control the query being issued to the driver, e.g. when using the driver from Jitterbit. The User Defined Views can be used to define predicates that are always applied. If you specify additional predicates in the query to the view, they are combined with the query already defined as part of the view.
There are two ways to create user defined views:User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The connector automatically detects the views specified in this file.
You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the connector.
This User Defined View configuration file is formatted as follows:For example:
{ "MyView": { "query": "SELECT * FROM Accounts WHERE MyColumn = 'value'" }, "MyView2": { "query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)" } }Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", "C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json"
SELECT * FROM Customers WHERE City = 'Raleigh';An example of a query to the driver:
SELECT * FROM UserViews.RCustomers WHERE Status = 'Active';Resulting in the effective query to the source:
SELECT * FROM Customers WHERE City = 'Raleigh' AND Status = 'Active';That is a very simple example of a query to a User Defined View that is effectively a combination of the view query and the view definition. It is possible to compose these queries in much more complex patterns. All SQL operations are allowed in both queries and are combined when appropriate.
By default, the connector attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.
To specify another certificate, see the SSLServerCert property for the available formats to do so.
The Jitterbit Connector for Blackbaud Financial Edge NXT models Blackbaud Financial Edge NXT objects as relational views. A Blackbaud Financial Edge NXT object has relationships to other objects; in the views, these relationships are expressed through foreign keys. The following sections show the available API objects and provide more information on executing SQL to Blackbaud Financial Edge NXT APIs.
Schemas for most database objects are defined in simple, text-based configuration files. For the views that may have custom fields, the columns are being listed dynamically. When the authenticated user changes custom fields for some objects, they will be reflected in the respective views.
The connector offloads as much of the SELECT statement processing as possible to the Blackbaud Financial Edge NXT APIs and then processes the rest of the query in memory. See SupportEnhancedSQL for more information on how the connector circumvents API limitations with in-memory client-side processing.
Views are composed of columns and pseudo columns. Views are similar to tables in the way that data is represented; however, views do not support updates. Entities that are represented as views are typically read-only entities. Often, a stored procedure* is available to update the data if such functionality is applicable to the data source.
Queries can be executed against a view as if it were a normal table, and the data that comes back is similar in that regard. To find out more about tables and stored procedures, please navigate to their corresponding entries in this help document.
Name | Description |
AccountCashflows | Returns the list of available cashflow values |
AccountCodes | Returns the account codes. |
AccountFundRequirements | Returns the requirements for the account funds. |
AccountFunds | Returns the account funds. |
Accounts | Retrieve and query accounts. |
AccountSegments | Returns the specified account segment value. |
AccountStructures | Returns a list of account structures. |
AccountWorkingCapitals | Returns the list of available working capital values |
BatchValidations | Returns the results of batch validation. |
BudgetAccounts | Returns details for every fiscal period and account in scenario. |
BudgetDetails | Returns the specified budget details. |
BudgetFiscalPeriods | Returns details for every fiscal period in a budget scenario. |
BudgetGrants | Returns details for every fiscal period and grant in scenario. |
BudgetLines | Returns the specified budget lines. |
BudgetProjects | Returns details for every fiscal period and project in scenario. |
Budgets | Returns a top level overview of every budget scenario. |
BudgetScenarios | Returns details for every scenario ID. |
CashManagementDistributionSetLineItemProjects | The project distribution for the line items in the cash management distribution sets . |
CashManagementDistributionSets | Returns the list of cash management distribution sets and their line items. |
Classes | The list of classes |
ClientNames | Returns the client type names. |
FiscalYears | Returns the list of fiscal year details. |
GrantCustomFields | Returns the list of grant custom field options. |
GrantStatuses | Returns the list of grant statuses. |
GrantTypes | Returns the list of grant types. |
JournalCodes | Returns the list of all available journal codes. |
JournalEntries | Retrieve and query journal entries. |
JournalEntryBatches | Returns the list of journal entry batches. |
LedgerSummaries | Lists general ledger summaries for the specified fiscal year and criteria. Note that summary records only exist for closed, optimized fiscal years. If any activity occurs in a fiscal period that has not since been closed and optimized, it will not be included in the GL summary record(s). |
MediaTypes | Returns a list of media type options. |
PeriodSummaries | Once the summarization process is complete, this is how you get data returned. |
PeriodSummariesProcessingInfo | This endpoint reports on the current status of the summarize request, whether it is completed, still running, or failed. |
ProjectAttachments | Returns the list of attachments for the specified project. |
ProjectContactMethods | Address information of contacts for projects. |
ProjectContacts | The contacts for a project. |
ProjectDepartments | Returns the list of project departments. |
ProjectDivisions | Returns the list of project divisions. |
ProjectLocations | Returns the list of project locations. |
Projects | Retrieve and query projects. |
ProjectStatuses | Returns the list of project statuses. |
ProjectTypes | Returns the list of project types. |
TransactionCodes | Returns the list of all available transaction codes. |
TransactionCodeValues | Returns the list of all values for the specified transaction code. |
TransactionDistributions | Returns a list of transactions matching the search criteria |
TransactionDistributionSets | Returns the list of transaction distribution sets. |
Returns the list of available cashflow values
Name | Type | References | Description |
CashflowId [KEY] | Integer | The cashflow identifier. | |
Description | String | The description for this cashflow. | |
Value | String | The value for this cashflow. |
Returns the account codes.
Name | Type | References | Description |
AccountCodeId [KEY] | Integer | The identifier for this account code. | |
IsControl | Boolean | If this account is a controlled account. | |
IsContra | Boolean | If this is a contra account. | |
Category | String | The category for this account code. | |
Description | String | The description for this account code. | |
Value | Integer | The value of this account code. | |
Class | String | The class of this account code. |
Returns the requirements for the account funds.
Name | Type | References | Description |
FundId [KEY] | Integer |
AccountFunds.FundId | The identifier for this fund. |
Name [KEY] | String | The name for this fund requirement. | |
Type | String | The type for this fund requirement. | |
PreserveDetailsDuringClosing | Boolean | If or not this fund requirements preserves details during closing. | |
RequireToBalance | Boolean | If or not this fund requirement is required to balance. | |
RequireOnAccountsSpecified | String | The require on accounts specified for this fund requirement. | |
Default | String | The default for this fund requirement. |
Returns the account funds.
Name | Type | References | Description |
FundId [KEY] | Integer | The identifier for this fund. | |
Value | String | The value for this fund. | |
Description | String | The description for this fund. | |
BeginningBalancesLocked | Datetime | The beginning balances locked date for this fund. | |
FundBalanceAccount | String | The fund balance account for this fund. |
Retrieve and query accounts.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
SELECT * FROM Accounts WHERE AccountId = 123 SELECT * FROM Accounts WHERE DateModified >= '2010-01-01 10:10:10' SELECT * FROM Accounts WHERE DateModified > '2010-01-01 10:10:10'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
AccountId [KEY] | Integer | The identifier for this account. | |
AccountNumber | String | The account number for this account. | |
Class | String | The class for this account. | |
Description | String | The description for this account. | |
DateModified | Datetime | The modified date of the account. | |
WorkingCapital | String | The working capital schedule for this account. | |
Cashflow | String | The cash flow for this account. | |
PreventPostingDate | Datetime | If, and the date after which, to prevent posting. Filling out this field will automatically set the prevent data entry field to 'true'. | |
ModifiedBy | String | The modifier of the account. | |
DefaultTransactionCodes | String | The default transaction codes on this account. | |
PreventDataEntry | Boolean | If to prevent data entry. If a date is given for prevent posting, this value is set to true. | |
DateAdded | Datetime | The created date of the account. | |
AddedBy | String | The creator of the account. | |
CustomFields | String | Custom field : The list of custom fields supported as distict columns. |
Returns the specified account segment value.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM AccountSegments WHERE SegmentId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
SegmentId [KEY] | Integer |
AccountStructures.SegmentId | The identifier for this account segment. |
Type [KEY] | String | The type for this account segment. | |
Value | String | The values for this account segment. | |
Description | String | The descriptions for this account segment. |
Returns a list of account structures.
Name | Type | References | Description |
SegmentId [KEY] | Integer | The identifier for this account segment. | |
Type | String | The type for this account segment. | |
Length | Integer | The length of this account segment. | |
Separator | String | The separator for this account segment. | |
Sequence | Integer | The sequence for this account segment. |
Returns the list of available working capital values
Name | Type | References | Description |
WorkingCapitalId [KEY] | Integer | The working capital value identifier. | |
Description | String | The description for this working capital value. | |
Value | String | The value for this working capital value. |
Returns the results of batch validation.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM BatchValidations WHERE BatchId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BatchId [KEY] | String |
JournalEntryBatches.BatchId | Indicates if the request was valid. |
IsValid | Boolean | Indicates if the request was valid. | |
Errors | String | The list of errors received during validation. |
Returns details for every fiscal period and account in scenario.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
Select * FROM BudgetAccounts WHERE BudgetScenarioId = 123 Select * FROM BudgetAccounts WHERE BudgetScenarioId = 123 AND AccountNumber = 'abc'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
AccountNumber [KEY] | String |
Accounts.AccountNumber | The account number for this period. |
BudgetCategory | String | The budget category for this period. | |
FiscalYear | String |
FiscalYears.Year | The fiscal year for this period. |
FiscalPeriodId | Integer |
FiscalYears.FiscalPeriodId | The fiscal period. |
PeriodPercent | Double | The percent for this period. | |
PeriodAmount | Decimal | The amount for this period. | |
TotalAmount | Decimal | The total amount for this period. |
Returns the specified budget details.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM BudgetDetails WHERE BudgetScenarioId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
ScenarioId | String |
Budgets.ScenarioId | The scenario ID for this budget scenario. |
BudgetType | String | The budget type for this budget. | |
Status | String | The status of this budget. | |
Description | String | The description for this budget. | |
Locked | Boolean | The status of the lock for this budget. | |
StartFiscalYear | String | The start fiscal year for this budget. | |
EndFiscalYear | String | The end fiscal year for this budget. | |
StartFiscalPeriod | Integer | The start fiscal period for this budget. | |
EndFiscalPeriod | Integer | The end fiscal period for this budget. | |
TotalExpense | Double | The total expense for this budget. | |
TotalRevenue | Double | The total revenue for this budget. | |
DateAdded | Datetime | The date this budget was added. | |
AddedBy | String | The name of who added this budget. | |
DateModified | Datetime | The date this budget was modified. | |
ModifiedBy | String | The name of who modified this budget. |
Returns details for every fiscal period in a budget scenario.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM BudgetFiscalPeriods WHERE BudgetScenarioId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
Category [KEY] | String | The budget category for this period. | |
FiscalYear | String |
FiscalYears.Year | The fiscal year of this period. |
FiscalPeriodId [KEY] | Integer |
FiscalYears.FiscalPeriodId | The fiscal period. |
PeriodAmount | Decimal | The amount for this period. | |
TotalAmount | Decimal | The total amount for this period. |
Returns details for every fiscal period and grant in scenario.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
Select * FROM BudgetGrants WHERE BudgetScenarioId = 123 Select * FROM BudgetGrants WHERE BudgetScenarioId = 123 AND Grant = 'abc'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
Grant [KEY] | String | The grant name for this period. | |
AccountNumber [KEY] | String |
Accounts.AccountNumber | The account number for this period. |
BudgetCategory | String | The budget category for this period. | |
FiscalYear | String |
FiscalYears.Year | The fiscal year for this period. |
FiscalPeriodId | Integer |
FiscalYears.FiscalPeriodId | The fiscal period. |
PeriodPercent | Double | The percent for this period. | |
PeriodAmount | Decimal | The amount for this period. | |
TotalAmount | Decimal | The total amount for this period. |
Returns the specified budget lines.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM BudgetLines WHERE BudgetScenarioId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
BudgetLineId [KEY] | Integer | The budget line ID. | |
AccountNumber | String |
Accounts.AccountNumber | The number for an account on this budget. |
AccountDescription | String | The description for an account on this budget. | |
UiProjectId | String | The user defined project ID for this budget line. | |
ProjectDescription | String | The description for a project on this budget line. | |
Notes | String | The note for this budget line. | |
GrantDescription | String | The description of the {Grant} t-code. | |
Total | Decimal | The total amount for this budget line. | |
Periods | String | The period distributions for this budget line. |
Returns details for every fiscal period and project in scenario.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
Select * FROM BudgetProjects WHERE BudgetScenarioId = 123 Select * FROM BudgetProjects WHERE BudgetScenarioId = 123 AND UiProjectId = 'abc'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer |
Budgets.BudgetScenarioId | The scenario ID for this budget. |
UiProjectId [KEY] | String | The user-visible identifier of the project. | |
BudgetCategory | String | The budget category for this period. | |
FiscalYear | String |
FiscalYears.Year | The fiscal year for this period. |
FiscalPeriodId | Integer |
FiscalYears.FiscalPeriodId | The fiscal period. |
AccountNumber | String |
Accounts.AccountNumber | The account number for this period. |
PeriodAmount | Decimal | The amount for this period. | |
TotalAmount | Decimal | The total amount for this period. | |
PeriodPercent | Double | The percent for this period. |
Returns a top level overview of every budget scenario.
Name | Type | References | Description |
BudgetScenarioId [KEY] | Integer | The identifier for this budget scenario. | |
ScenarioId | String |
BudgetScenarios.ScenarioId | The scenario ID of this budget scenario. |
Status | String | The status of this budget scenario. | |
Description | String | The description for this budget scenario. | |
BudgetType | String | The type for this budget scenario. | |
StartDate | Datetime | The start date for this budget scenario. | |
EndDate | Datetime | The end date for this budget scenario. | |
StartFiscalYear | String | The start fiscal year for this budget scenario. | |
EndFiscalYear | String | The end fiscal year for this budget scenario. | |
Locked | String | The locked status of this budget scenario. |
Returns details for every scenario ID.
Name | Type | References | Description |
ScenarioId [KEY] | Integer | The database identifier for the scenario id. | |
Value | String | Short description. | |
Inactive | Boolean | If or not the scenario ID is inactive. | |
Description | String | Long description. |
The project distribution for the line items in the cash management distribution sets .
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM CashManagementDistributionSetLineItemProjects WHERE SetId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
SetId [KEY] | Integer | The identifier of the cash management distribution set. | |
ProjectId [KEY] | Integer | The identifier of the project for the line item. | |
LineNumber | Integer | The line number for the line item. | |
Percent | Double | The pecentage the distribution the line item represents. | |
AccountClass | String | The class of the account for the line item. |
Returns the list of cash management distribution sets and their line items.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM CashManagementDistributionSets WHERE SetId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
SetId [KEY] | Integer | The identifier of the cash management distribution set. | |
Name | String | The name of the cash management distribution set. | |
LineItemPercent | Double | The percentage of the total distribution set the line item represents. | |
LineItemRowNumber | Integer | The row number for the line item. | |
LineItemAccountId | String | The identifier of the account for the line item. |
The list of classes
Name | Type | References | Description |
ClassId [KEY] | Integer | The class identifier. | |
Value | String | The value for this class. | |
Description | String | The description for this class. |
Returns the client type names.
Name | Type | References | Description |
RecordType | String | The name of the record type. | |
ClientRecordTypeName | String | The client's name for this record type. |
Returns the list of fiscal year details.
Name | Type | References | Description |
FiscalYearId [KEY] | Integer | The identifier for this fiscal year. | |
StartDate | Datetime | The start date for this fiscal year. | |
Status | String | The status of this fiscal year. | |
Year | String | The year of this fiscal year. | |
Description | String | The description of this fiscal year. | |
EndDate | Datetime | The end date for this fiscal year. | |
FiscalPeriodId [KEY] | Integer | The identifier for this fiscal period. | |
FiscalPeriodStartDate | Datetime | The start date for this fiscal period. | |
FiscalPeriodEndDate | Datetime | The end date for this fiscal period. | |
FiscalPeriodSequence | Integer | The sequence of this fiscal period. | |
FiscalPeriodClosed | Boolean | If or not this fiscal period is closed. |
Returns the list of grant custom field options.
Name | Type | References | Description |
CustomFieldId [KEY] | Integer | The identifier for this custom field. | |
Name | String | The name for this custom field. | |
Type | String | The type (boolean, table, etc) for this custom field. | |
IsRequired | Boolean | If this custom field is required. | |
TableValues | String | List of table values. Only applicable if type = 'Table'. |
Returns the list of grant statuses.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of grant types.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of all available journal codes.
Name | Type | References | Description |
JournalCodeId [KEY] | Integer | The identifier of the journal. | |
Code | String | The abbreviated code of the journal. | |
Journal | String | The full journal name of the journal. |
Retrieve and query journal entries.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM JournalEntries WHERE BatchId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
JournalEntryId [KEY] | Integer | The journal entry identifier. | |
BatchId | Integer | The batch identifier. | |
AccountNumber | String | The journal entry account number. | |
TypeCode | String | The journal entry transaction type (debit or credit). | |
Journal | String | The full name of the journal. | |
LineNumber | Integer | The journal entry line number. | |
Reference | String | The journal entry reference. | |
PostDate | Datetime | The journal entry post date, in ISO 8601 format: 2016-03-14. | |
Amount | Double | The journal entry amount. | |
Notes | String | The journal entry notes. | |
Encumbrance | String | The journal entry encumbrance type. | |
Distributions | String | The journal entry distributions. | |
CustomFields | String | Custom field : The list of custom fields supported as distict columns. |
Returns the list of journal entry batches.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
Select * FROM JournalEntryBatches WHERE BatchId = 123You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
BatchId [KEY] | Integer | The batch identifier. | |
UiBatchId | String | The batch user-visible identifier. | |
Description | String | The batch description. | |
BatchStatus | String | The batch status. | |
CreateInterfundSets | Boolean | Indicates if or not the batch should create interfund entries when posted. | |
CreateBankAccountAdjustments | Boolean | Indicates if or not the batch should create bank account admustments when posted. | |
DateAdded | Datetime | The created date of the batch. | |
AddedBy | String | The creator of the batch. | |
DateModified | Datetime | The modified date of the batch. | |
ModifiedBy | String | The modifier of the batch. |
Lists general ledger summaries for the specified fiscal year and criteria. Note that summary records only exist for closed, optimized fiscal years. If any activity occurs in a fiscal period that has not since been closed and optimized, it will not be included in the GL summary record(s).
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
SELECT * FROM LedgerSummaries WHERE FiscalYearId = 1 AND AccountNumber = 'abc' AND UiProjectId = 'def'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
FiscalYearId | String |
FiscalYears.FiscalYearId | The fiscal year identifier. |
FiscalYear | String |
FiscalYears.Year | The summarized fiscal year. |
AccountNumber | String |
Accounts.AccountNumber | The account number of summarized transactions. |
PeriodStartDate | Datetime | The start date of the summarized period. | |
FiscalPeriod | String | The summarized fiscal period. | |
EncumberedBeginningBalance | Double | The encumbered transaction balance at the beginning of the summarized period. | |
EncumberedCredit | Double | The sum of encumbered transaction credits int he summarized period. | |
UiProjectId | String | The project identifier of summarized transactions. | |
PeriodEndDate | Datetime | The end date of the summarized period. | |
TransactionCodes | String | The transaction code values of summarized transactions. | |
Credit | Double | The sum of transaction credits int he summarized period. | |
Debit | Double | The sum of transaction debits int he summarized period. | |
EncumberedDebit | Double | The sum of encumbered transaction debits int he summarized period. | |
BeginningBalance | Double | The total transaction balance at the beginning of the summarized period. |
Returns a list of media type options.
Name | Type | References | Description |
TypeId [KEY] | Integer | The identifier for this media type. | |
Value | String | The value of the media type. | |
Description | String | The description of the media type. |
Once the summarization process is complete, this is how you get data returned.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
SELECT * FROM PeriodSummaries WHERE FiscalYear = 'year' AND FiscalPeriod = 'period' AND AccountNumber = 'abc' AND UiProjectId = 'def'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
FiscalYear | String |
FiscalYears.Year | The summarized fiscal year. |
FiscalPeriod | String |
FiscalYears.FiscalPeriod | The summarized fiscal period. |
AccountNumber | String |
Accounts.AccountNumber | The account number of summarized transactions. |
UiProjectId | String | The project identifier of summarized transactions. | |
PeriodStartDate | Datetime | The start date of the summarized period. | |
PeriodEndDate | Datetime | The end date of the summarized period. | |
TransactionCodes | String | The transaction code values of summarized transactions. | |
BeginningBalance | Double | The total transaction balance at the beginning of the summarized period. | |
Debit | Double | The sum of transaction debits int he summarized period. | |
Credit | Double | The sum of transaction credits int he summarized period. | |
EncumberedBeginningBalance | Double | The encumbered transaction balance at the beginning of the summarized period. | |
EncumberedCredit | Double | The sum of encumbered transaction credits int he summarized period. | |
EncumberedDebit | Double | The sum of encumbered transaction debits int he summarized period. |
This endpoint reports on the current status of the summarize request, whether it is completed, still running, or failed.
Name | Type | References | Description |
ProcessId [KEY] | String | The process identifier for the summary process | |
FiscalPeriodId | Integer |
FiscalYears.FiscalPeriodId | The fiscal period identifier for the sumary process |
Status | String | The status of the summary process | |
StatusMessage | String | The status message of the summary proces |
Returns the list of attachments for the specified project.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
SELECT * FROM ProjectAttachments WHERE ProjectId = 1You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
Id | Integer | The attachment identifier | |
ProjectId | Integer | The identifier for the project to retrieve the attachments for | |
Name | String | The name of this attachment | |
Url | String | The URL of this attachment | |
Type | String | The attachment type. Available values are Link and Physical | |
MediaType | String | User-defined category of this attachment | |
DateAttached | Datetime | The date the attachment was added |
Address information of contacts for projects.
Name | Type | References | Description |
ProjectId [KEY] | Integer |
ProjectContacts.ProjectId | The identifier for this project. |
ContactId [KEY] | Integer |
ProjectContacts.ContactId | The identifier for this contact. |
ContactMethodId [KEY] | Integer | The address contact method identifier. | |
ContactType | String | The type of contact (email, phone, etc). | |
ContactInfo | String | The contact information (email address, phone number, etc) for this method. |
The contacts for a project.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
SELECT * FROM ProjectContacts WHERE ProjectId = 1You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
ProjectId [KEY] | Integer |
Projects.ProjectId | The identifier for this project. |
ContactId [KEY] | Integer | The identifier for this contact. | |
Description | String | The description for this address. | |
Country | String | The country for the address. | |
City | String | The city for the address. | |
County | String | The county for this address. | |
State | String | The state or province (or suburb in NZ) for the address. | |
Postal | String | Refers to the Postal Code or ZIP of the address. | |
Title | String | The title for the primary contact. | |
FirstName | String | The first name of the primary contact. | |
MiddleName | String | The middle initial or name of the primary contact. | |
LastName | String | The last name of the primary contact. | |
Suffix | String | The suffix of the primary contact. | |
Position | String | The position of the primary contact. |
Returns the list of project departments.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of project divisions.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of project locations.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Retrieve and query projects.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
SELECT * FROM Projects WHERE ProjectId = 1 SELECT * FROM Projects WHERE Location = 'abc' AND Type = 'def' AND Division = 'abc' AND Department = 'abc'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
ProjectId [KEY] | Integer | The project database identifier. | |
UiProjectId | String | The project user-visible identifier. | |
Description | String | The project description. | |
Location | String | The project location. | |
EndDate | Datetime | The project end date, in ISO 8601 format: 2016-03-14. | |
StartDate | Datetime | The project start date, in ISO 8601 format: 2016-03-14. | |
Type | String | The project type. | |
AddedBy | String | The creator of the project. | |
PostingDate | Datetime | The date after which to prevent posting, if applicable. | |
PreventPostingAfter | Boolean | If preventing data entry, if to prevent posting after a certain date. | |
Division | String | The project division. | |
PreventDataEntry | Boolean | If to prevent data entry for this project. | |
ModifiedBy | String | The modifier of the project. | |
Status | String | The project status. | |
Department | String | The project department. | |
AccountRestrictions | String | The account allowances or restrictions for this project. | |
DateAdded | Datetime | The created date of the project. | |
DateModified | Datetime | The modified date of the project. | |
CustomFields | String | Custom field : The list of custom fields supported as distict columns. |
Returns the list of project statuses.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of project types.
Name | Type | References | Description |
Id [KEY] | Integer | The identifier for this lookup value. | |
Value | String | The value for this lookup value. | |
Description | String | The description for this lookup value. |
Returns the list of all available transaction codes.
Name | Type | References | Description |
TransactionCodeId [KEY] | Integer | The transaction code identifier. | |
Name | String | The transaction code name. | |
UsedForGrants | Boolean | If the transaction code is used for grants. | |
Description | String | The transaction code description. |
Returns the list of all values for the specified transaction code.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
SELECT * FROM TransactionCodeValues WHERE TransactionCodeId = 1You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
TransactionCodeId | Integer |
TransactionCodes.TransactionCodeId | The transaction code identifier. |
Id [KEY] | Integer | The transaction code value id. | |
Name | String | The transaction code name. | |
Value | String | The transaction code value. |
Returns a list of transactions matching the search criteria
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following queries are processed server side:
SELECT * FROM TransactionDistributions WHERE BatchId = 123 AND PostDate < '2010-01-01 10:10:10' SELECT * FROM TransactionDistributions WHERE AccountNumber = 'abc' AND Journal = 'def' AND PostDate <= '2010-01-01 10:10:10' SELECT * FROM TransactionDistributions WHERE UiProjectId = 'abc' AND PostStatus = 'def' AND PostDate = '2010-01-01 10:10:10' SELECT * FROM TransactionDistributions WHERE TypeCode = 'abc' AND DateModified > '2010-01-01 08:10:10' AND PostDate >= '2010-01-01 10:10:10' SELECT * FROM TransactionDistributions WHERE Encumbrance = 'abc' AND PostDate > '2010-01-01 10:10:10'You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
DistributionId [KEY] | Integer | The distribution identifier. | |
TransactionId [KEY] | Integer | The transaction identifier. | |
TransactionAmount | Double | The transaction amount. | |
BatchId | Integer |
JournalEntryBatches.BatchId | The batch identifier |
DistributionAmount | Double | The distribution amount. | |
AccountNumber | String |
Accounts.AccountNumber | The account number. |
AccountClass | String | The account class. | |
UiProjectId | String | The project user-visible identifier. | |
PostDate | Datetime | The transaction post date. | |
TypeCode | String | The transaction type (debit or credit).
The allowed values are Debit, Credit. | |
Reference | String | The transaction reference. | |
Encumbrance | String | The transaction encumbrance type. | |
Journal | String | The full name of the journal. | |
TransactionCodeValues | String | The distribution transaction codes. | |
DateAdded | Datetime | The created date of the transaction distribution. | |
AddedBy | String | The creator of the transaction distribution. | |
DateModified | Datetime | The modified date of the transaction distribution. | |
ModifiedBy | String | The modifier of the transaction distribution. | |
PostStatus | String | The post status of the transaction distribution. |
Returns the list of transaction distribution sets.
The connector will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the connector.
For example, the following query is processed server side:
SELECT * FROM TransactionDistributionSets WHERE SetId = 1You can turn off client-side execution by setting SupportEnhancedSQL to false in which case any search criteria that refers to other columns will result in unfiltered data being pushed.
Name | Type | References | Description |
SetId [KEY] | Integer | The identifier for the transaction distribution set. | |
Name | String | The name of the transaction distribution set. | |
LineNumber [KEY] | Integer | The line item number. | |
LineItemPercent | Double | The percentage of the total distribution set the line item represents. | |
LineItemProjectId | Integer | The identifier of the project for the line item. | |
LineItemAccountClass | String | The class of the account for the line item. | |
LineItemTransactionCodeValues | String | The transaction code values for the line item. |
NOTE: Stored procedures are not currently supported. See the above note for details.
Stored procedures* are available to complement the data available from the Data Model. It may be necessary to update data available from a view using a stored procedure* because the data does not provide for direct, table-like, two-way updates. In these situations, the retrieval of the data is done using the appropriate view or table, while the update is done by calling a stored procedure. Stored procedures* take a list of parameters and return back a dataset that contains the collection of tuples that constitute the response.
Name | Description |
GetOAuthAccessToken | Gets an authentication token from Blackbaud Financial Edge NXT. |
GetOAuthAuthorizationURL | Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps. You will request the auth token from this URL. |
RefreshOAuthAccessToken | Refreshes the OAuth access token used for authentication with Blackbaud Financial Edge NXT. |
Gets an authentication token from Blackbaud Financial Edge NXT.
Name | Type | Required | Description |
AuthMode | String | False | The type of authentication mode to use. Select App for getting authentication tokens via a desktop app. Select Web for getting authentication tokens via a Web app.
The allowed values are APP, WEB. The default value is APP. |
CallbackURL | String | False | Determines where the response is sent. The value of this parameter must exactly match one of the values registered in the settings for the app (including the HTTP or HTTPS schemes, capitalization, and trailing '/'). |
Verifier | String | False | The verifier returned from Blackbaud Financial Edge NXT after the user has authorized your app to have access to their data. This value will be returned as a parameter to the callback URL in GetOAuthAuthorizationURL. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Blackbaud Financial Edge NXT authorization server and back. Possible uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Name | Type | Description |
OAuthAccessToken | String | The access token used for communication with Blackbaud Financial Edge NXT. |
OAuthRefreshToken | String | The refresh token used for RefreshOAuthAccessToken procedure. |
Gets the authorization URL that must be opened separately by the user to grant access to your application. Only needed when developing Web apps. You will request the auth token from this URL.
Name | Type | Required | Description |
CallbackUrl | String | False | The URL the user will be redirected to after authorizing your application. This value must match the Redirect URL in the Blackbaud Financial Edge NXT app settings. |
State | String | False | This field indicates any state that may be useful to your application upon receipt of the response. Your application receives the same value it sent, as this parameter makes a round-trip to the Blackbaud authorization server and back. Possible uses include redirecting the user to the correct resource in your site, using nonces, and mitigating cross-site request forgery. |
Name | Type | Description |
URL | String | The authorization URL, entered into a Web browser to obtain the verifier token and authorize your app. |
Refreshes the OAuth access token used for authentication with Blackbaud Financial Edge NXT.
Name | Type | Required | Description |
OAuthRefreshToken | String | True | The refresh token returned from the original authorization code exchange. |
Name | Type | Description |
OAuthAccessToken | String | The authentication token returned from Blackbaud Financial Edge NXT. This can be used in subsequent calls to other operations for this particular service. |
OAuthRefreshToken | String | A token that may be used to obtain a new access token. |
ExpiresIn | String | The remaining lifetime on the access token. |
You can query the system tables described in this section to access schema information, information on data source functionality, and batch operation statistics.
The following tables return database metadata for Blackbaud Financial Edge NXT:
The following tables return information about how to connect to and query the data source:
The following table returns query statistics for data modification queries:
Lists the available databases.
The following query retrieves all databases determined by the connection string:
SELECT * FROM sys_catalogs
Name | Type | Description |
CatalogName | String | The database name. |
Lists the available schemas.
The following query retrieves all available schemas:
SELECT * FROM sys_schemas
Name | Type | Description |
CatalogName | String | The database name. |
SchemaName | String | The schema name. |
Lists the available tables.
The following query retrieves the available tables and views:
SELECT * FROM sys_tables
Name | Type | Description |
CatalogName | String | The database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view. |
TableType | String | The table type (table or view). |
Description | String | A description of the table or view. |
IsUpdateable | Boolean | Whether the table can be updated. |
Describes the columns of the available tables and views.
The following query returns the columns and data types for the Accounts table:
SELECT ColumnName, DataTypeName FROM sys_tablecolumns WHERE TableName='Accounts'
Name | Type | Description |
CatalogName | String | The name of the database containing the table or view. |
SchemaName | String | The schema containing the table or view. |
TableName | String | The name of the table or view containing the column. |
ColumnName | String | The column name. |
DataTypeName | String | The data type name. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The storage size of the column. |
DisplaySize | Int32 | The designated column's normal maximum width in characters. |
NumericPrecision | Int32 | The maximum number of digits in numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The column scale or number of digits to the right of the decimal point. |
IsNullable | Boolean | Whether the column can contain null. |
Description | String | A brief description of the column. |
Ordinal | Int32 | The sequence number of the column. |
IsAutoIncrement | String | Whether the column value is assigned in fixed increments. |
IsGeneratedColumn | String | Whether the column is generated. |
IsHidden | Boolean | Whether the column is hidden. |
IsArray | Boolean | Whether the column is an array. |
Lists the available stored procedures.
The following query retrieves the available stored procedures:
SELECT * FROM sys_procedures
Name | Type | Description |
CatalogName | String | The database containing the stored procedure. |
SchemaName | String | The schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure. |
Description | String | A description of the stored procedure. |
ProcedureType | String | The type of the procedure, such as PROCEDURE or FUNCTION. |
Describes stored procedure* parameters.
The following query returns information about all of the input parameters for the SelectEntries stored procedure:
SELECT * FROM sys_procedureparameters WHERE ProcedureName='SelectEntries' AND Direction=1 OR Direction=2
Name | Type | Description |
CatalogName | String | The name of the database containing the stored procedure. |
SchemaName | String | The name of the schema containing the stored procedure. |
ProcedureName | String | The name of the stored procedure* containing the parameter. |
ColumnName | String | The name of the stored procedure* parameter. |
Direction | Int32 | An integer corresponding to the type of the parameter: input (1), input/output (2), or output(4). input/output type parameters can be both input and output parameters. |
DataTypeName | String | The name of the data type. |
DataType | Int32 | An integer indicating the data type. This value is determined at run time based on the environment. |
Length | Int32 | The number of characters allowed for character data. The number of digits allowed for numeric data. |
NumericPrecision | Int32 | The maximum precision for numeric data. The column length in characters for character and date-time data. |
NumericScale | Int32 | The number of digits to the right of the decimal point in numeric data. |
IsNullable | Boolean | Whether the parameter can contain null. |
IsRequired | Boolean | Whether the parameter is required for execution of the procedure. |
IsArray | Boolean | Whether the parameter is an array. |
Description | String | The description of the parameter. |
Ordinal | Int32 | The index of the parameter. |
Describes the primary and foreign keys. The following query retrieves the primary key for the Accounts table:
SELECT * FROM sys_keycolumns WHERE IsKey='True' AND TableName='Accounts'
Name | Type | Description |
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
IsKey | Boolean | Whether the column is a primary key in the table referenced in the TableName field. |
IsForeignKey | Boolean | Whether the column is a foreign key referenced in the TableName field. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
Describes the foreign keys. The following query retrieves all foreign keys which refer to other tables:
SELECT * FROM sys_foreignkeys WHERE ForeignKeyType = 'FOREIGNKEY_TYPE_IMPORT'
Name | Type | Description |
CatalogName | String | The name of the database containing the key. |
SchemaName | String | The name of the schema containing the key. |
TableName | String | The name of the table containing the key. |
ColumnName | String | The name of the key column. |
PrimaryKeyName | String | The name of the primary key. |
ForeignKeyName | String | The name of the foreign key. |
ReferencedCatalogName | String | The database containing the primary key. |
ReferencedSchemaName | String | The schema containing the primary key. |
ReferencedTableName | String | The table containing the primary key. |
ReferencedColumnName | String | The column name of the primary key. |
ForeignKeyType | String | Designates whether the foreign key is an import (points to other tables) or export (referenced from other tables) key. |
Describes the available indexes. By filtering on indexes, you can write more selective queries with faster query response times.
The following query retrieves all indexes that are not primary keys:
SELECT * FROM sys_indexes WHERE IsPrimary='false'
Name | Type | Description |
CatalogName | String | The name of the database containing the index. |
SchemaName | String | The name of the schema containing the index. |
TableName | String | The name of the table containing the index. |
IndexName | String | The index name. |
ColumnName | String | The name of the column associated with the index. |
IsUnique | Boolean | True if the index is unique. False otherwise. |
IsPrimary | Boolean | True if the index is a primary key. False otherwise. |
Type | Int16 | An integer value corresponding to the index type: statistic (0), clustered (1), hashed (2), or other (3). |
SortOrder | String | The sort order: A for ascending or D for descending. |
OrdinalPosition | Int16 | The sequence number of the column in the index. |
Returns information on the available connection properties and those set in the connection string.
When querying this table, the config connection string should be used:
jdbc:cdata:financialedgenxt:config:
This connection string enables you to query this table without a valid connection.
The following query retrieves all connection properties that have been set in the connection string or set through a default value:
SELECT * FROM sys_connection_props WHERE Value <> ''
Name | Type | Description |
Name | String | The name of the connection property. |
ShortDescription | String | A brief description. |
Type | String | The data type of the connection property. |
Default | String | The default value if one is not explicitly set. |
Values | String | A comma-separated list of possible values. A validation error is thrown if another value is specified. |
Value | String | The value you set or a preconfigured default. |
Required | Boolean | Whether the property is required to connect. |
Category | String | The category of the connection property. |
IsSessionProperty | String | Whether the property is a session property, used to save information about the current connection. |
Sensitivity | String | The sensitivity level of the property. This informs whether the property is obfuscated in logging and authentication forms. |
PropertyName | String | A camel-cased truncated form of the connection property name. |
Ordinal | Int32 | The index of the parameter. |
CatOrdinal | Int32 | The index of the parameter category. |
Hierarchy | String | Shows dependent properties associated that need to be set alongside this one. |
Visible | Boolean | Informs whether the property is visible in the connection UI. |
ETC | String | Various miscellaneous information about the property. |
Describes the SELECT query processing that the connector can offload to the data source.
When working with data sources that do not support SQL-92, you can query the sys_sqlinfo view to determine the query capabilities of the underlying APIs, expressed in SQL syntax. The connector offloads as much of the SELECT statement processing as possible to the server and then processes the rest of the query in memory.
Below is an example data set of SQL capabilities. The following result set indicates the SELECT functionality that the connector can offload to the data source or process client side. Your data source may support additional SQL syntax. Some aspects of SELECT functionality are returned in a comma-separated list if supported; otherwise, the column contains NO.
Name | Description | Possible Values |
AGGREGATE_FUNCTIONS | Supported aggregation functions. | AVG, COUNT, MAX, MIN, SUM, DISTINCT |
COUNT | Whether COUNT function is supported. | YES, NO |
IDENTIFIER_QUOTE_OPEN_CHAR | The opening character used to escape an identifier. | [ |
IDENTIFIER_QUOTE_CLOSE_CHAR | The closing character used to escape an identifier. | ] |
SUPPORTED_OPERATORS | A list of supported SQL operators. | =, >, <, >=, <=, <>, !=, LIKE, NOT LIKE, IN, NOT IN, IS NULL, IS NOT NULL, AND, OR |
GROUP_BY | Whether GROUP BY is supported, and, if so, the degree of support. | NO, NO_RELATION, EQUALS_SELECT, SQL_GB_COLLATE |
STRING_FUNCTIONS | Supported string functions. | LENGTH, CHAR, LOCATE, REPLACE, SUBSTRING, RTRIM, LTRIM, RIGHT, LEFT, UCASE, SPACE, SOUNDEX, LCASE, CONCAT, ASCII, REPEAT, OCTET, BIT, POSITION, INSERT, TRIM, UPPER, REGEXP, LOWER, DIFFERENCE, CHARACTER, SUBSTR, STR, REVERSE, PLAN, UUIDTOSTR, TRANSLATE, TRAILING, TO, STUFF, STRTOUUID, STRING, SPLIT, SORTKEY, SIMILAR, REPLICATE, PATINDEX, LPAD, LEN, LEADING, KEY, INSTR, INSERTSTR, HTML, GRAPHICAL, CONVERT, COLLATION, CHARINDEX, BYTE |
NUMERIC_FUNCTIONS | Supported numeric functions. | ABS, ACOS, ASIN, ATAN, ATAN2, CEILING, COS, COT, EXP, FLOOR, LOG, MOD, SIGN, SIN, SQRT, TAN, PI, RAND, DEGREES, LOG10, POWER, RADIANS, ROUND, TRUNCATE |
TIMEDATE_FUNCTIONS | Supported date/time functions. | NOW, CURDATE, DAYOFMONTH, DAYOFWEEK, DAYOFYEAR, MONTH, QUARTER, WEEK, YEAR, CURTIME, HOUR, MINUTE, SECOND, TIMESTAMPADD, TIMESTAMPDIFF, DAYNAME, MONTHNAME, CURRENT_DATE, CURRENT_TIME, CURRENT_TIMESTAMP, EXTRACT |
REPLICATION_SKIP_TABLES | Indicates tables skipped during replication. | |
REPLICATION_TIMECHECK_COLUMNS | A string array containing a list of columns which will be used to check for (in the given order) to use as a modified column during replication. | |
IDENTIFIER_PATTERN | String value indicating what string is valid for an identifier. | |
SUPPORT_TRANSACTION | Indicates if the provider supports transactions such as commit and rollback. | YES, NO |
DIALECT | Indicates the SQL dialect to use. | |
KEY_PROPERTIES | Indicates the properties which identify the uniform database. | |
SUPPORTS_MULTIPLE_SCHEMAS | Indicates if multiple schemas may exist for the provider. | YES, NO |
SUPPORTS_MULTIPLE_CATALOGS | Indicates if multiple catalogs may exist for the provider. | YES, NO |
DATASYNCVERSION | The Data Sync version needed to access this driver. | Standard, Starter, Professional, Enterprise |
DATASYNCCATEGORY | The Data Sync category of this driver. | Source, Destination, Cloud Destination |
SUPPORTSENHANCEDSQL | Whether enhanced SQL functionality beyond what is offered by the API is supported. | TRUE, FALSE |
SUPPORTS_BATCH_OPERATIONS | Whether batch operations are supported. | YES, NO |
SQL_CAP | All supported SQL capabilities for this driver. | SELECT, INSERT, DELETE, UPDATE, TRANSACTIONS, ORDERBY, OAUTH, ASSIGNEDID, LIMIT, LIKE, BULKINSERT, COUNT, BULKDELETE, BULKUPDATE, GROUPBY, HAVING, AGGS, OFFSET, REPLICATE, COUNTDISTINCT, JOINS, DROP, CREATE, DISTINCT, INNERJOINS, SUBQUERIES, ALTER, MULTIPLESCHEMAS, GROUPBYNORELATION, OUTERJOINS, UNIONALL, UNION, UPSERT, GETDELETED, CROSSJOINS, GROUPBYCOLLATE, MULTIPLECATS, FULLOUTERJOIN, MERGE, JSONEXTRACT, BULKUPSERT, SUM, SUBQUERIESFULL, MIN, MAX, JOINSFULL, XMLEXTRACT, AVG, MULTISTATEMENTS, FOREIGNKEYS, CASE, LEFTJOINS, COMMAJOINS, WITH, LITERALS, RENAME, NESTEDTABLES, EXECUTE, BATCH, BASIC, INDEX |
PREFERRED_CACHE_OPTIONS | A string value specifies the preferred cacheOptions. | |
ENABLE_EF_ADVANCED_QUERY | Indicates if the driver directly supports advanced queries coming from Entity Framework. If not, queries will be handled client side. | YES, NO |
PSEUDO_COLUMNS | A string array indicating the available pseudo columns. | |
MERGE_ALWAYS | If the value is true, The Merge Mode is forcibly executed in Data Sync. | TRUE, FALSE |
REPLICATION_MIN_DATE_QUERY | A select query to return the replicate start datetime. | |
REPLICATION_MIN_FUNCTION | Allows a provider to specify the formula name to use for executing a server side min. | |
REPLICATION_START_DATE | Allows a provider to specify a replicate startdate. | |
REPLICATION_MAX_DATE_QUERY | A select query to return the replicate end datetime. | |
REPLICATION_MAX_FUNCTION | Allows a provider to specify the formula name to use for executing a server side max. | |
IGNORE_INTERVALS_ON_INITIAL_REPLICATE | A list of tables which will skip dividing the replicate into chunks on the initial replicate. | |
CHECKCACHE_USE_PARENTID | Indicates whether the CheckCache statement should be done against the parent key column. | TRUE, FALSE |
CREATE_SCHEMA_PROCEDURES | Indicates stored procedures* that can be used for generating schema files. |
SELECT * FROM sys_sqlinfo WHERE Name='SUPPORTED_OPERATORS'
Note that individual tables may have different limitations or requirements on the WHERE clause; refer to the Data Model section for more information.
Name | Type | Description |
NAME | String | A component of SQL syntax, or a capability that can be processed on the server. |
VALUE | String | Detail on the supported SQL or SQL syntax. |
Returns information about attempted modifications.
The following query retrieves the Ids of the modified rows in a batch operation:
SELECT * FROM sys_identity
Name | Type | Description |
Id | String | The database-generated ID returned from a data modification operation. |
Batch | String | An identifier for the batch. 1 for a single operation. |
Operation | String | The result of the operation in the batch: INSERTED, UPDATED, or DELETED. |
Message | String | SUCCESS or an error message if the update in the batch failed. |
The advanced configurations properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure. Click the links for further details.
Property | Description |
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
SubscriptionKey | Subscription key which provides access to the API. Found in your Profile. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
Property | Description |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PageSize | The number of results to return per page of data retrieved from Blackbaud Financial Edge NXT. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
This section provides a complete list of OAuth properties you can configure.
Property | Description |
InitiateOAuth | Set this property to initiate the process to obtain or refresh the OAuth access token when you connect. |
OAuthClientId | The client ID assigned when you register your application with an OAuth authorization server. |
OAuthClientSecret | The client secret assigned when you register your application with an OAuth authorization server. |
OAuthAccessToken | The access token for connecting using OAuth. |
SubscriptionKey | Subscription key which provides access to the API. Found in your Profile. |
CallbackURL | The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings. |
OAuthVerifier | The verifier code returned from the OAuth authorization URL. |
OAuthRefreshToken | The OAuth refresh token for the corresponding OAuth access token. |
OAuthExpiresIn | The lifetime in seconds of the OAuth AccessToken. |
OAuthTokenTimestamp | The Unix epoch timestamp in milliseconds when the current Access Token was created. |
Set this property to initiate the process to obtain or refresh the OAuth access token when you connect.
string
"OFF"
The following options are available:
The client ID assigned when you register your application with an OAuth authorization server.
string
""
As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.
The client secret assigned when you register your application with an OAuth authorization server.
string
""
As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.
The access token for connecting using OAuth.
string
""
The OAuthAccessToken property is used to connect using OAuth. The OAuthAccessToken is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.
The access token is used in place of your user name and password. The access token protects your credentials by keeping them on the server.
Subscription key which provides access to the API. Found in your Profile.
string
""
Subscription key which provides access to the API. Found in your Profile.
The OAuth callback URL to return to when authenticating. This value must match the callback URL you specify in your app settings.
string
""
During the authentication process, the OAuth authorization server redirects the user to this URL. This value must match the callback URL you specify in your app settings.
The verifier code returned from the OAuth authorization URL.
string
""
The verifier code returned from the OAuth authorization URL. This can be used on systems where a browser cannot be launched such as headless systems.
See to obtain the OAuthVerifier value.
Set OAuthSettingsLocation along with OAuthVerifier. When you connect, the connector exchanges the OAuthVerifier for the OAuth authentication tokens and saves them, encrypted, to the specified file. Set InitiateOAuth to GETANDREFRESH automate the exchange.
Once the OAuth settings file has been generated, you can remove OAuthVerifier from the connection properties and connect with OAuthSettingsLocation set. To automatically refresh the OAuth token values, set OAuthSettingsLocation and additionally set InitiateOAuth to REFRESH.The OAuth refresh token for the corresponding OAuth access token.
string
""
The OAuthRefreshToken property is used to refresh the OAuthAccessToken when using OAuth authentication.
The lifetime in seconds of the OAuth AccessToken.
string
""
Pair with OAuthTokenTimestamp to determine when the AccessToken will expire.
The Unix epoch timestamp in milliseconds when the current Access Token was created.
string
""
Pair with OAuthExpiresIn to determine when the AccessToken will expire.
This section provides a complete list of SSL properties you can configure.
Property | Description |
SSLServerCert | The certificate to be accepted from the server when connecting using TLS/SSL. |
The certificate to be accepted from the server when connecting using TLS/SSL.
string
""
If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.
This property can take the following forms:
Description | Example |
A full PEM Certificate (example shortened for brevity) | -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE----- |
A path to a local file containing the certificate | C:\cert.cer |
The public key (example shortened for brevity) | -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY----- |
The MD5 Thumbprint (hex values can also be either space or colon separated) | ecadbdda5a1529c58a1e9e09828d70e4 |
The SHA1 Thumbprint (hex values can also be either space or colon separated) | 34a929226ae0819f2ec14b4a3d904f801cbb150d |
If not specified, any certificate trusted by the machine is accepted.
Certificates are validated as trusted by the machine based on the System's trust store. The trust store used is the 'javax.net.ssl.trustStore' value specified for the system. If no value is specified for this property, Java's default trust store is used (for example, JAVA_HOME\lib\security\cacerts).
Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.
This section provides a complete list of schema properties you can configure.
Property | Description |
Location | A path to the directory that contains the schema files defining tables, views, and stored procedures. |
BrowsableSchemas | This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA, SchemaB, SchemaC. |
Tables | This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA, TableB, TableC. |
Views | Restricts the views reported to a subset of the available tables. For example, Views=ViewA, ViewB, ViewC. |
A path to the directory that contains the schema files defining tables, views, and stored procedures.
string
"%APPDATA%\\FinancialEdgeNXT Data Provider\Schema"
The path to a directory which contains the schema files for the connector (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.
If left unspecified, the default location is "%APPDATA%\\FinancialEdgeNXT Data Provider\Schema" with %APPDATA% being set to the user's configuration directory:
Platform | %APPDATA% |
Windows | The value of the APPDATA environment variable |
Mac | ~/Library/Application Support |
Linux | ~/.config |
This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
string
""
Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.
This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
string
""
Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
string
""
Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the connector.
This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.
Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.
Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.
This section provides a complete list of miscellaneous properties you can configure.
Property | Description |
MaxRows | Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time. |
Other | These hidden properties are used only in specific use cases. |
PageSize | The number of results to return per page of data retrieved from Blackbaud Financial Edge NXT. |
PseudoColumns | This property indicates whether or not to include pseudo columns as columns to the table. |
Timeout | The value in seconds until the timeout error is thrown, canceling the operation. |
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
int
-1
Limits the number of rows returned rows when no aggregation or group by is used in the query. This helps avoid performance issues at design time.
These hidden properties are used only in specific use cases.
string
""
The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.
Specify multiple properties in a semicolon-separated list.
DefaultColumnSize | Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000. |
ConvertDateTimeToGMT | Determines whether to convert date-time values to GMT, instead of the local time of the machine. |
RecordToFile=filename | Records the underlying socket data transfer to the specified file. |
The number of results to return per page of data retrieved from Blackbaud Financial Edge NXT.
string
""
The pagesize will automatically be determined if you do not manually set it. It is generally not necessary to ever set this value.
This property indicates whether or not to include pseudo columns as columns to the table.
string
""
This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".
The value in seconds until the timeout error is thrown, canceling the operation.
int
60
If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.
If Timeout expires and the operation is not yet complete, the connector throws an exception.