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Raisers Edge export to Award Management Stewardship software - Need help!

Jennifer Jonsgaard

Has anyone had both Financial Edge and Award Management and created a financial report (expenses, earnings, and so on) into Award Management? We are looking to do this export and use it for our annual Endowment Status Report. We have tried MANY things and have not been successful. Looking for any advice.

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Comments

Emily Savino

@Jennifer Jonsgaard Hi Jennifer, we use QuickBooks as our accounting software, but do an import into BB Stewardship Management for donor reports. So it might be a similar process. Let me know what you think and I can send you some instructions that we put together.

emily.savino@sjcd.edu

Arly Douglass

@Jennifer Jonsgaard We are in the processing of doing a small test with Stewardship Management right now to be able to produce annual endowment reports. It involves exporting data from Financial Edge and Raiser's Edge to then import into Stewardship Management. There is configuration that needs to be done before your first imports into Stewardship Management. I would recommend reaching out to support for their guidance. We've needed a good amount of guidance from BB to get things set up. It is not intuitive, in my opinion.