Preparing for SharePoint Migration – Bulk Updating Invoice Links in Financial Edge

Reena Sankar

Our organization is preparing to migrate to a new SharePoint site. Currently, invoices in Financial Edge are linked to files stored in our existing SharePoint environment, and we expect the URLs will change after the migration.

We’re trying to determine the most efficient way to re-link invoices in bulk to their new SharePoint locations rather than updating each record manually.

Has anyone in the community gone through a similar SharePoint migration and successfully updated invoice attachment links in Financial Edge on mass?

Any advice or best practices would be greatly appreciated.

Thank you!

Crystal Bruce

Hi @Reena Sankar I recommend reaching out to Blackbaud support to determine the best process here just to ensure the migration goes smoothly!