*As of July 2021 we no longer offer an integration with NXT as a standard module. If you are a current Fundriver Balance client and need more information, please reach out to [email protected]*
The NXT Integration is a one-way sync to Fundriver. Fundriver will map any NXT Project fields contained within General, Primary Reporting Categories, and Custom Fields to Fundriver’s Fund Profile fields. If you are constantly creating dual entries in NXT and Fundriver for new Funds, then this feature is for you!
The integration, once authorized by the client, is set to run nightly for Projects that have been created or updated in NXT. In addition, clients have the option to manually update Funds for real time changes.
New funds will be added in Fundriver and must be reviewed before committing to your database. Below is an example of a nightly feed that came over to Fundriver:
Users will need to Edit each fund and review mapped fields. Below are all the fields that can be mapped from NXT to Fundriver. To save on manual work in Fundriver when committing new funds, we recommend having all required fields integrated.
If a client updates Projects in NXT that already exist in Fundriver, those changes will also feed over automatically. No further action is needed as long as those fund categories exist in Fundriver. An example of an update to an already existing fund, would be updating a department field.
Reporting
Users can run the Add Fund History report (found in the Audit Log report folder) to see what funds have been added to your database.
The Fund Changes report (found in Audit Log folder), shows changes made to any Fund Profile. This report can be sorted by any one of the report headings. In addition, the report shows whether changes were made through the NXT integration. This report also has a drill down feature that opens up a sub report showing specifically what changes were made on the Fund Profile.
