Import AR Transactions

Debbie Jackson
Debbie Jackson
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know of a way to import AR transactions?

Comments

  • Christopher Hafer
    Christopher Hafer
    Kudos 3 Second Anniversary Name Dropper Facilitator 1

    @Debbie Jackson
    I've not imported AR transactions, but if they're anything like AP transactions, you need to be in Database View. Select the AR Modle, Administration, Import Records, then presumably you're importing Invoices, so you'll scroll down to Invoices and select Invoice.

    You'll need a CSV file to import with all of the correct columns. For example, Invoice Date, Due Date, Bill To, Ship To, Attribute Type, Attribute Description, Category, Amount, Transaction Date, Post Date, Billing Item ID/Product ID, etc.

    These columns are super specific too. I had to be trained on which fields were to go with which columns. Best of luck to you.

  • Nikki Baldwin
    Nikki Baldwin Blackbaud Employee
    Tenth Anniversary Kudos 4 Name Dropper Participant

    @Debbie Jackson, this knowledgebase article has steps and includes sample files so there's no guess work on the fields needed for the import type you want to do. Hope this helps!

    https://kb.blackbaud.com/knowledgebase/articles/Article/44420


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