Integration with Financial Edge NXT

When you set up your general ledger in Blackbaud CRM, you can choose to integrate with your instance of Financial Edge NXT. Blackbaud CRM will then match the account structure of your Financial Edge NXT instance, and serve as a subledger of Financial Edge NXT.

If you have not yet set up your general ledger in Blackbaud CRM, we recommend that you follow the setup instructions in this document. The following is an outline of the tasks required to complete the integration.

Warning: If you have already set up your general ledger in Blackbaud CRM and you know the account structure does not match your account structure in Financial Edge NXT, we recommend that you work with Blackbaud Professional Services to configure the integration.

  1. Connect your Blackbaud CRM instance to your Financial Edge NXT instance.

    First, you must make sure that your databases know which instance they should use to connect to each other.

    • Financial Edge NXT integration - Financial Edge NXT setup: See Configuration Tasks

    • Financial Edge NXT integration - Blackbaud CRM setup: See Configuration Tasks

    • Contact Blackbaud Professional Services to update the configuration file in your installation.

  2. Import fiscal years

    You can manually enter fiscal years, but we recommend that you import them from Financial Edge NXT so they can be synchronized in the future.

  3. Import account structure

    You can manually enter account segments, but we recommend that you import the account structure from Financial Edge NXT.

  4. Define accounts

    When you integrate with Financial Edge NXT as your accounting system, you can import your GL accounts directly into Blackbaud CRM if you use the same account structure in both programs.

  5. Financial Edge NXT synchonization process

    This process by default will gather fiscal year, accounts, and projects from Financial Edge NXT. You can add or edit the process to also synchronize changes in fiscal years, accounts, and projects coming from Financial Edge NXT.