Financial Edge NXT – Finalsite Enrollment

Overview

Financial Edge NXT (FE NXT) is an online accounting tool made by Blackbaud. In Finalsite Enrollment, we can export your payout information in a format that works with FE NXT.

In addition, we can connect your Finalsite Enrollment system with Blackbaud to send information directly into FE NXT. This article outlines the setup process for building an API connection between your site and FE NXT.

Here are the basics of what we need...

This is what we'll need in a nutshell to get your project started. For a more in-depth guide on what we'll be asking you to provide, follow the questions in the blue box below.

The column headers/field names in FE NXT that you'd like us to push information into.
We also need to know what information you'd like us to push into those FE NXT fields.
And, finally, if you have any specific formatting needs, we will need you to note that. For example, do you push credits as negative amounts or positive amounts? we need to know those details to ensure that your data is formatted like you need.

Here are the questions we need you to answer to get the project rolling...

What is the accounting platform you will be importing this data into?
When are you currently inputting/importing this data? For example:
- I input/import charges/credits at the beginning of the year and then apply payments to the total as payments are received
- I only input/import when payments are received
What level of information are you planning to import? For example:
- I will only import totals for accounts. I do not plan to import by parent/student
- I will import at the student level
- I will import at the parent level
- I will import at both the parent and student level
We find that some schools import with the billing category breakdown, while others import all charges and payments to a set account/ledger code. What is your desired process? For example:
- I would like to import with the billing category breakdown
- I would like to export totals (payments/charges) to a set account/ledger code. (Please provide the account/ledger code.)
We can schedule exports to run daily, weekly, or monthly. Would you like us to schedule this export at regular intervals?
Finally, and most importantly, we need an example of the file that you are importing into your other system, which you can attach below, so we can determine what will best work for you.

Interested?

Please start by connecting with our team to let us know you'd like to connect your site with FE NXT.

FAQs

Can I add any additional fields to the export?

We have limited flexibility with including additional fields or customizing the data. Please confirm with our team if there is something specific you are looking for.

Additional Resources