Add an Import

Set up an import to add or update records in Financial Edge NXT. Depending on your permissions, open Import under Settings.

1. Select the import type. The import type determines the categories available for mapping. For example, select Payables to import credit memos, or select General ledger to import account codes.

2. Select Add.

3. Enter a unique name and a description.

4. Set whether other users can run or modify the import.

5. Select Next.

6. Under Parameters, select Import to add new records or Update to change existing records.

7. To check the file before changing your data, select Validate data only. Select Validate now to check the file without adding or updating records. Clear Validate data only before you run the import.

8. To add table entries that do not exist, select Create new table entries.

   Warning: Avoid creating table entries during an import. This can create duplicate entries with inconsistent spelling or formatting, such as Dr., Dr, and DR.

9. When you update records, select Import records not found as new records to add records that do not match existing records. This option is available when you select Update.

10. When you add records, select Use duplicate criteria for new records to apply duplicate criteria to new records. This option is available when you select Import.

11. Under Import table entries with, select Long description or Short description. This format is used when the import file does not specify a format for a table entry.

12. Attach the import file.

13. Under Match records in the import file with existing records by, select the record ID in the import file. Financial Edge NXT uses this ID to match imported records with existing records.

14. Select Fields, then match each source field to its corresponding Financial Edge NXT field. Accurate mappings help prevent exceptions and place imported information in the correct records.

    During setup, Financial Edge NXT can suggest mappings through the Import Mapping Assistant. Blackbaud AI generates these suggestions, which you can review and adjust before you complete the import.

    Tip: You can run an import without mapping optional fields. Map every required field before you validate or run the import.

15. Select Save. You return to the Import list.

    After you save the import, validate and run it from the Import list or from the import setup:

    • From the list of imports, select Validate from an import's menu.

    • From the list of imports, select Import from an import's menu.

    • When editing an import, select either Save and validate or Save and import (depending on your parameter selections).