Overview
Connecting Blackbaud Financial Edge NXT enables Instrumentl to sync posted expenses into your grant budgets through a secure, one-way integration.
This keeps your Budget vs. Actuals view up to date without manual exports, while your Finance team retains full control of the general ledger.
This integration is available for organizations using Blackbaud Financial Edge NXT with Instrumentl’s Full Lifecycle Plan.
What to Expect
Connecting Financial Edge NXT requires a Financial Edge NXT (Blackbaud) administrator log in. The configuration is completed one time and will continue syncing automatically unless your Financial Edge NXT environment changes.
Before starting, ensure the following are in place:
Instrumentl access
Financial Edge NXT administrator access
Important: Instrumentl does not reconcile accounting discrepancies or correct tagging errors.
Instructions
Prior to initiating the authentication process from Instrumentl, log into Blackbaud and navigate to the Instrumentl Blackbaud Financial Edge NXT marketplace listing
Click “Connect” on the left side of the screen
Navigate to: https://www.instrumentl.com/integrations/
Login to Instrumentl, or ask your Instrumentl account owner to invite you if you don't have an account
Locate Financial Edge NXT and click Log into to Financial Edge NXT.
Login with your Blackbaud / Financial Edge NXT admin credentials and authorize Instrumentl
Once connected, identify which field you use in Financial Edge NXT to store grants (Project or Transaction Code e.g. Grant)
By default, Instrumentl will sync expenses from all general ledger accounts (including both debit and credit entries). Enter a minimum and/or maximum to limit expense syncs to only those containing grant relevant transactions. Only transaction distributions within that GL Account ID range will be synced; entries outside of that range will be excluded.
Financial Edge NXT note: Enter only the Account Code portion of your GL account ID, excluding any Department or Fund codes. For example, for xxx-xx-1390-xx-xxxx, enter 1390, where 1390 is the Account Code.
You can exclude specific GL Accounts from within the minimum and maximum GL Account range if needed. To exclude specific GL Account(s) within the range specified above, select the GL Account(s) from the drop down list. Those will not be included in expense syncs.
Note: This step is only required if there a GL accounts within the range established in Step #8 that you would like to exclude. GL accounts that fall out of the range will automatically be excluded.
Click Save
Once the integration is verified, a green "Enabled" icon will appear in the top right of the Financial Edge NXT section and you will receive email confirmation
All set!
Your grant financials now sync automatically from Financial Edge NXT to Instrumentl — ensuring your award data is accurate and up-to-date without extra effort.
Contact us 
If you need any assistance changing your information or accessing your account, we're here to help. Reach out to our friendly Support team via the Messenger bubble when logged in, or email at hello@instrumentl.com.