To participate fully in the Skills Lab, we recommend you use 2 monitors – one to follow along with your expert instructor and the other available to access critical resources and your own application, or in some cases to follow along with a build.

This session will be using the Microsoft Power Platform and assumes that all attendees will have appropriate privileges to create a workflow in Power Automate and to create a new custom connector. You can confirm access by: 

• Visiting make.powerapps.com now and clicking on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have rights. 

• Visiting flow.microsoft.com now and clicking on “Create” in the left sidebar navigation.  If you are prompted to upgrade, then you do not have rights. 

• Clicking on Data -> Custom Connectors.  You should see an option in the upper-right to add a New Custom Connector. If you do not see this option, then you do not have rights. 

Please contact your IT administrator as soon as possible to ensure you have access to a paid account or free trial with these rights enabled for November 9th.  

In this Skills Lab, we will be creating a journal entry transaction and vendor/invoice approval workflow. Please complete the following steps prior to the Skills Lab: 

1. Create a SKY Developer account if you do not already have one. This account represents you as a developer within the Blackbaud Developer Portal.  

2. Download the Financial NXT custom connector for the Microsoft Power Platform from GitHub.  Then, visit Power Automate and click Data -> Custom Connectors, Choose New Custom Connector, Select “Import an Open API File”. We will go over this part of the process very quickly in the Skills Lab. 

3. Document and have handy your organization’s business rules for approvals on new transactions and vendors. 

 If you have any questions, contact bbdevdays@blackbaud.com.