Enhanced Revenue Batch - Import Benefits and/or Tributes

Kathy Dean
Kathy Dean
Fourth Anniversary Facilitator 1
in Blackbaud CRM™ General Discussions

Is anyone able to import Benefit(s) and/or Tribute(s) using the batch type - Enhanced Revenue Batch?

Or is there additional customization needed to accomplish this?

Currently we are able to manually enter the data once the batch is created from batch entry by select Revenue, then add the benefit and/or tribute. But I am trying to create an Import which includes these values which would populate these fields.

Comments

  • Stu Manewith
    Stu Manewith
    Ninth Anniversary Kudos 2 Name Dropper Participant

    Omatic Software has data integration tools for BBCRM that can support this need. Please let us know if we can provide further information. Many thanks,

    Stu Manewith
    stu.manewith@omaticsoftware.com

  • Duyen Nguyen
    Duyen Nguyen
    Tenth Anniversary Facilitator 1 Loyalty Badge

    I extended Revenue Enhancement batch to handle importing revenue information plus tribute information via batch. If you need the codes, I can share codes with you. Thanks.

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