Blackbaud Hosted NXT Query Steps for Raisers Edge, Grant Edge, and Financial Edge

Create data queries in Raisers Edge (RE), Financial Edge (FE), and Grant Edge (GE) to export data for your Foundant data migration. The process of navigating to the query area and exporting is the same for each area; differences are only in the specific queries needed from each area and how you access each system.

1. Create a folder on your Desktop called “Foundant Migration.”
   • All query exports needed for the migration will be saved to this folder.
2. Log in to Raisers Edge NXT, Grant Edge, or Financial Edge.
   • Steps 1-12 will be repeated for each system export.
3. Click on the pancake icon in the top-right of the screen.
    
4. Click Open Database View.
5. Click Query.
6. Click Organize Categories in the top-right of the screen and create a new category called “FOUNDANT.”
   • When building vender and invoice queries in Financial Edge, “General Ledger” will need to be changed to “Accounts Payable” at the top of the page. This does not need to be changed for any other system or query type.
     
      
7. Click the FOUNDANT folder.
   
    
8. Click New Query in the top-left.
   
    
9. Select Dynamic in the the Query format drop-down menu, and then click OK.
   • The discovery mapping document should define which fields/areas are needed for migration.
     
      
10. The query screen will now be visible. 
    • At the top-left of the screen, there are three buttons to be aware of.
      • Disc Icon (Blue Arrow) – Exports the query results.
      • Output Tab (Red Arrow) – Displays all fields to be selected and added to the query.
      • Results Tab (Yellow Arrow) – Runs the query and displays the results.
        
         
11. Click the Results tab and wait for query to finish running.
12. Click the disk icon to export the results.
    • Export these to the “Foundant Migration” folder created earlier as .csv (comma-separated values) files.
      
       
13. Repeat steps 1-12 above for each legacy system until all queries needed for migration are built and exported: RE, FE and GE.
    • If you only have RE and FE, then you do not need to worry about GE, and vice versa. 
    • Once all files have been exported, the FOUNDANT folder should look similar to the example below.
      
       
14. Once all files needed for migration have been exported and saved to the “Foundant Migration” folder, you are ready for your migration.

If you have any issues or need help at any point in the process, reach out to your Foundant project manager!