Create a Batch Export Configuration

Administrators can set up a batch export configuration to set the format for exporting financial transactions to your general ledger.

1. In the tab bar, click  App Launcher, or in Salesforce Classic, click  Nimble AMS, Staff View, Button, All Tabs.

2. Click Batch Export Configurations.

3. Click New.

4. In Batch Export Configuration Name, enter the name for the batch export configuration. 

   We recommend you use the name of your general ledger system, for example: Microsoft Dynamics GP.

5. In Export Generator, select the name of the Apex class that generates the export file or files in a specific file format (.csv, .iif, .txt).

   By default, the StandardGreatPlainsBatchExporter Apex class, for use with Salesforce Classic, and the GreatPlainsFileBatchExporter Apex class, for use with Salesforce Lightning Experience, are provided with Nimble AMS. These Apex classes support exports for Microsoft Dynamics GP®.

   To use any other GL system that requires .csv, .txt or .iif export file formats, and get the ability to customize with point-and-click tools, configure the GL Exports feature in your org. Once configured, select one of the following Apex class in the Export Generator depending on the required export file formats:

   • For .csv: namz.FieldSetBatchExporter

   • For .txt: namz.StandardGreatPlainsBatchExporter

   • For .iif: namz.StandardQuickBooksBatchExporter

6. Optionally, if using the default apex class, in Batch Reference Field, enter the API name of the Batch field for which the value is to be displayed in Reference column of the exported batch. For example: If you enter DisplayName__c, value from this field of all batches will be displayed in the exported batch. If not set, this will stamp Nimble AMS GL in the header file.

   Batch Reference Field

   If Batch Reference Field is not displayed on Batch Export Configuration, follow the below steps:

   • Edit page layout (external) for Batch Export Configuration and add the field to it.

   • Assign field level permissions to staff users to give access to Batch Reference Field. 

7. Click Save.