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

• Update a pledge's status to be "fulfilled" when the amount unreceived is $0.

• Add an end date to an existing "Current Student" constituent type entity row based on a donor's conferred graduation date.

• Add a constituency type of "Alumni" as a new entity row based on the donor's conferred graduation date.

📝 Note: This webinar instructs users to use the Force Process Import tool in a test environment to trigger a web service call. This is no longer possible in test environments, and must be done in your production environment.

Conceptual framework

Key takeaways