Import- not saving new file

Wendy Johnson
Wendy Johnson
Second Anniversary Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

For Treasury Imports, I have followed all of the steps many times and I can not get the file to update to a new file. It keep the file from the first time I Imported using NXT last week. I have gone through all steps and saved the file and then gone to Validate. It shows my new file before I close it but when I Validate it is reverts back to my old file. Need help!

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Wendy Johnson
    I noticed when webview import came out, you have to go back to the import anytime you change your file, and click Replace file and then select the file to use. It seems it pulls in a copy of the file you use originally but if you make changes, you have to reselect it. Try that.

  • Wendy Johnson
    Wendy Johnson
    Second Anniversary Name Dropper Facilitator 1

    @Kevin Brazell Thank you Kevin. I tried that. When I replace the file then go to Next, then Save. If I reopen the file my old file is still stuck in there and it validates the old file.

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Wendy Johnson oh ok. I would then say that should not be happening. If it's been persisting, I'd immediately go to FENXT support.

  • Lauren Chivers
    Lauren Chivers
    Eighth Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Wendy Johnson I'm having this issue as well. This is a HUGE productivity killer for us. I was able to resolve it by working in database view prior to last week. But now, imports are gone from database view!! I put in a support ticket as well as contacted our Customer Success Rep. Seems like most Blackbaud folks didn't even know it was being turned off in database view.

  • Wendy Johnson
    Wendy Johnson
    Second Anniversary Name Dropper Facilitator 1

    @Lauren Chivers I did not realize Imports were turned off till I went in to use it and I go in daily. So literally it was there one day and gone the next. I spent almost 2 hours with Support yesterday with no resolution. It has now been elevated to a case which needs investigation.

  • Patricia Nowak
    Patricia Nowak Community All-Star
    Sixth Anniversary Kudos 1 Name Dropper Participant

    @Wendy Johnson
    I thought I would just everyone know how this is working for us. Each time you save a new file that needs to be processed through an import you need to associate the new file with the import records and save it. Then you go into the 3 dots menu for the import record and choose run. We have not had any problems doing this process. The only other thing that we did have problems with in the beginning is that the import record options that came over from database view would not work correctly. So I set up new ones in web view and haven't had any problems. If you have large imports the one time mapping can be a pain though.

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