How to Import GL transactions from Billing to Sage 50 Canadian Edition

Angela Kolaric

We are new users of Blackbaud Billing Management and are currently working on aligning our financial processes. Our accounting platform is Sage 50 – Canadian Edition, and we’re looking to establish a reliable workflow for exporting General Ledger (GL) transactions from Blackbaud and importing them into Sage 50.

If anyone in the community has experience with this setup, we would greatly appreciate:

Any step-by-step instructions or best practices

Tips on file formats or templates compatible with Sage 50

Advice on how to automate or streamline this process, if possible

Common pitfalls to avoid or lessons learned