Import Account Structure from Financial Edge NXT

If you prefer not to manually add account segments, we recommend that you import the account structure from Financial Edge NXT if you have integrated Blackbaud CRM with Financial Edge NXT.

1. Under Financial Edge NXT Integration, select Import from Financial Edge NXT. The Import Financial Edge NXT Account Structure screen appears.

   

2. If you require projects in order to post and want your account structure to include the project segment, select Include Project Segment.

3. Select Add.