Importing

Arielle Kennedy

Can anyone tell me if there is a class on importing from Excel into Blackbaud?

Kevin Brazell

@Arielle Kennedy I didn't see a class on it specifically. Outside the KB and guides for it, if you'd like some one on one training, you could get some consulting time where they can go beyond the general idea the class would do and work with you on your specific needs on imports ( as they can vary slightly from DB to DB based on their settings).

Stu Manewith

@Arielle Kennedy Omatic Software has an API-based import tool for FE NXT that specifically includes/requires Class. (It also supports Projects distributions and up to 5 transaction code distributions). If you'd like further information, please contact me at stum@omaticsoftware.com. Thanks,

Stu Manewith
Omatic Software

Marie Broek

@Arielle Kennedy Are you looking for a class to import into FE7 database view or FENXT webview?

For FENXT webview, there are 2 recorded Customer Success webinars
How to Exceed with Excel Add Ins
Excel Budget Add-Ins

There are also 2 Blackbaud University classes that cover the excel add-Ins:

https://host.nxt.blackbaud.com/training/learn/learning_plan/view/80/blackbaud-financial-edge-nxt-general-ledger

Financial Edge NXT: Building Budgets (180-Minute Course)
Financial Edge NXT: Managing Account, Project, and Journal Entry Records (90-Minute Course)

Unfortunately, there aren't any import classes for FE7 database view