Custom Fields On Batch Imports

Katy Ripp
Katy Ripp
Ninth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hi! We have anywhere from 8-10 custom fields on each transaction line of some of our batches that consist 10s to hundreds of lines long. Is there a way currently to import custom fields into the web view using the JE Batch Creator tool in Excel? If not, is this something that Blackbaud plans to incorporate into the JE batch import functionality? I sure hope so! We have half of our team still using the database view for this reason. It would be very time consuming to have to manually input the custom fields on each transaction line in web view.

Comments

  • Heather LeVan
    Heather LeVan Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant

    @Katy Ripp - I encourage you to post your suggestion in the Idea Bank here in Community. Your feedback is important!

  • Katy Ripp
    Katy Ripp
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Heather LeVan Thank you! I'll look to see if this is something that exists in the Idea Bank already and if not, I will submit. However, this is existing functionality within the database view already, so it's really not a new idea or enhancement. It's just a functionality in the database view that I don't see in the web view (yet). I was hoping I'm either missing something OR this is a functionality that's still in the works to move over to web view.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Katy Ripp
    Yes, while it exist as function on database view, the idea bank is where what's not available on webview needs to be on there so Blackbaud can work on it. Thanks, you can post the idea (if existing found or you create new) so others can vote quickly on it too

  • Katy Ripp
    Katy Ripp
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Alex Wong Sounds good! I found it in there already and have voted and I encourage others to please vote for it too! It is a function we really can't live without! Here's the link to the idea in Idea Bank: Custom Fields to be included on the Journal | Financial Edge Ideas (aha.io)

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Katy Ripp
    voted

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