/// <summary>
/// This function will add a custom field to the given Constituent.
/// It assumes your tenant has been configured with a text Constituent Attribute named "Custom Data Source Id".
/// </summary>
private async Task <string> AddCustomDataSourceIdToConstituent(Constituent constituent, CancellationToken cancellationToken)
{
CustomField cf = new CustomField();
cf.parent_id = constituent.id;
cf.category = "Custom Data Source Id";
cf.value = constituent.custom_data_source_id;
cf.comment = "Used to sync with the Custom Data Source";
cf.date = DateTime.Today;
var request = new RestRequest("constituents/customfields", Method.POST);
request.RequestFormat = DataFormat.Json;
request.AddJsonBody(cf);
var response = await _client.ExecuteTaskAsync(request, cancellationToken);
if (response.StatusCode != HttpStatusCode.OK)
{
// Handle request errors here...
Console.WriteLine($"ERROR: Add Constituent Cutom Field returned ({response.StatusCode})\r\n{response.Content}");
}
var postResponse = JObject.Parse(response.Content);
return(postResponse.Value <string>("id"));
}
private async Task UpdateConstituent(Constituent constituent, CancellationToken cancellationToken)
{
// Set up the Rest Request to https://api.sky.blackbaud.com/constituent/<constituent_id>
string requestUrl = string.Format("constituents/{0}", constituent.id);
var request = new RestRequest(requestUrl, Method.PATCH);
request.RequestFormat = DataFormat.Json;
request.AddJsonBody(constituent);
var response = await _client.ExecuteTaskAsync(request, cancellationToken);
if (response.StatusCode != HttpStatusCode.OK)
{
// Handle request errors here...
Console.WriteLine($"ERROR: Edit Constituent returned ({response.StatusCode})\r\n{response.Content}");
}
}
private async Task <string> AddConstituent(Constituent constituent, CancellationToken cancellationToken)
{
var request = new RestRequest("constituents/", Method.POST);
request.RequestFormat = DataFormat.Json;
request.AddJsonBody(constituent);
var response = await _client.ExecuteTaskAsync(request, cancellationToken);
if (response.StatusCode != HttpStatusCode.OK)
{
// Handle request errors here...
Console.WriteLine($"ERROR: Add Constituent returned ({response.StatusCode})\r\n{response.Content}");
}
var postResponse = JObject.Parse(response.Content);
return(postResponse.Value <string>("id"));
}
public async Task SyncConstituentToRENXTAsync(Constituent constituent, CancellationToken cancellationToken)
{
try
{
var searchResults = await SearchForConstituent(constituent, cancellationToken);
if (!searchResults.Any())
{
// If the constituent cannot be found, add it RE NXT
var newId = await AddConstituent(constituent, cancellationToken);
constituent.id = newId;
// Add any custom fields to the new constituent that are needed to keep your systems in sync
await AddCustomDataSourceIdToConstituent(constituent, cancellationToken);
}
else
{
ConstituentSearchResult foundConstituent;
if (searchResults.Count() == 1)
{
foundConstituent = searchResults.First();
}
else
{
// If there are multiple search results, you may want to try to match the results on other data
// In this example, we are going to use the Custom Data Source Id custom field
foundConstituent = await FindConstituentInSearchResultsUsingCustomDataSourceId(constituent, searchResults, cancellationToken);
}
constituent.id = foundConstituent.id;
await UpdateConstituent(constituent, cancellationToken);
}
}
catch (TaskCanceledException)
{
}
}
private async Task <ConstituentSearchResult> FindConstituentInSearchResultsUsingCustomDataSourceId(Constituent constituent, IEnumerable <ConstituentSearchResult> searchResults, CancellationToken cancellationToken)
{
foreach (ConstituentSearchResult result in searchResults)
{
var customFields = await GetCustomFieldsForConstituent(result, cancellationToken);
var customDataSourceId = (from cf in customFields
where cf.category.Equals("Custom Data Source Id")
select cf).FirstOrDefault();
if (customDataSourceId != null && constituent.custom_data_source_id.Equals(customDataSourceId.value))
{
return(result);
}
}
// To keep this example simple, we are just going return the first search result if the custom field is not found
return(searchResults.First());
}
private async Task <IEnumerable <ConstituentSearchResult> > SearchForConstituent(Constituent constituent, CancellationToken cancellationToken)
{
// Set up the Rest Request to https://api.sky.blackbaud.com/constituent/search?search_text=<email_address>
string requestUrl = string.Format("constituents/search?search_text={0}", constituent.email_address);
var request = new RestRequest(requestUrl, Method.GET);
var response = await _client.ExecuteTaskAsync(request, cancellationToken);
if (response.StatusCode != HttpStatusCode.OK)
{
// Handle request errors here...
Console.WriteLine($"ERROR: Constituent Search returned ({response.StatusCode})\r\n{response.Content}");
}
var collectionResponse = JObject.Parse(response.Content);
var searchResults = collectionResponse["value"].ToObject <IEnumerable <ConstituentSearchResult> >();
return(searchResults);
}