Journal Entry Import NXT - Custom Field

I use the Create Journal Entry Batch add-in to import journal entries to NXT, however, I could not figure out how to format the import header for a custom transaction field to load.

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Alison Wong
    currently they doesn't support custom fields in the add in. Unless they update it, the import they are moving from DB view to Webview will let you import JE's with custom fields.

  • @Kevin BrazellHi! Thank you for your reply. We previously imported via CSV in DB view. Since the transition to Web view, we could no longer import via CSV I believe. That's what my teammates are telling me. Importing to Web view is now only via the add-in app Create Journal Entry Batch. Can you confirm that? Thanks again for your response.

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Alison Wong
    currently the CSV in DB view is still there for the time being. They are working on the update so you use the same functions in Webview. If the Attributes are important, I'd still lean on the DB view imports currently.

  • @Kevin BrazellYep, I noticed today that Journal Entry reappeared in DB view. Thank you and we will continue DB view imports until custom attributes import is figured out via Web view!

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