Validis Connect for Blackbaud Financial Edge NXT
Before attempting to share your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- You are online and connected to the internet.
- You have a valid Blackbaud installation and can access the company data you want to share.
- The Validis app must be installed from the Blackbaud marketplace.
Installing the Validis App in Blackbaud Marketplace
The user performing the upload must be a Marketplace Admin in Blackbaud.
If you need to be assigned the Marketplace Admin role, please see this guide provided by the Blackbaud help site: Permissions to connect applications
Sign in to Blackbaud
Go to the Blackbaud Marketplace listing to get the Blackbaud Validis App
Click Get Started to begin the installation process.
Follow the on-screen instructions to install the app.
Once the app is installed, you are ready to begin the upload!
Uploading your Blackbaud Data
Please sign in to the Validis portal and click Upload.
Select Blackbaud Financial Edge NXT from the list of accounting packages.
Click Next.
You will be redirected to authenticate with Blackbaud. Please enter your user credentials to complete the sign-in process.
When prompted, select Authorise to initiate the upload. You will then be redirected back to your Validis engagement.
Your shared data is now being queued for processing in the Validis central system. You can continue with other tasks on your computer while it processes.
You can view the progress of your upload in the Validis Portal (to see the current status, you may need to refresh your browser). The status will change from Loading > Processing > Completed.