Imports

Matt Piechota
Matt Piechota
Fifth Anniversary Participant Facilitator 1 Blackbaud Champion
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know how to import records into FE NXT? I tried looking on Knowledge Base but there were too many articles to sort through. Thank you.

Comments

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

    @Matt Piechota is there a specific area in which you're trying to import like Journal Entries or Invoices in Accounts Payable? We have a couple of different options but I can get you a more specific resource for your need.

  • Matt Piechota
    Matt Piechota
    Fifth Anniversary Participant Facilitator 1 Blackbaud Champion

    @Nikki Baldwin We're looking to import a file from our credit card processor, so that would be Journal Entries. Thanks.

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

    @Matt Piechota Awesome – the easiest way to import Journal Entries is with our Excel Add-in. This link will take you to the in-product documentation to enable, download, and use the add-in (all free of course).

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

    @Matt Piechota Omatic Software also has an API-based integration tool for FE NXT. It can take a transaction file from any external source and create an open J/E batch in FE NXT. We'd love to chat with you about this further if you'd like. You can learn more about Omatic in the Blackbaud Marketplace or at omaticsoftware.com. Thanks.

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