Support importing of Fund Relationships

Yearly, i receive a spreadsheet from our Financial Aide department giving me the listing for students that received scholarships. i have to manually input this data because a Fund Relationship is not one that can be imported. Can this functionality be added to RENXT? It would save me from manually importing 1000-1200 lines of data.

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  • Nov 21 2016
  • Reviewed: Voting Open
Import / Relationships
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  • Judith Solberg commented
    16 Jul 18:15

    We use fund relationships not only for scholarships but also for our endowed fund reports. For small shops trying to punch above their weight, it would be a huge gain in efficiency to have the option to import the constituent/fund relationships.

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  • James Parsons commented
    22 Apr 14:20

    Hope this gets more visibility now that fund relationships are in NXT. With this change we need to now switch the relationship and reciprocal for hundreds of records, which should be a simple import.

    Hopefully this will be doable when import/global changes come to NXT too!

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  • Jennifer Watson commented
    July 25, 2025 16:13

    And not just adding the functionality to be able to import fund relationships, but also the ability to mass update an existing fund relationship. Sometimes the fund id for a particular scholarship changes and those updates need to be reflected on the fund relationship. Updating these manually 1 by 1 is not a great use of our time. Help us to work smarter not harder.

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