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URL: https://www.cdata.com/kb/tech/blackbaudfenxt-odbc-access-linked-tables.rst

⇱ How to Use a Microsoft Access Database to Update Blackbaud FE NXT Data in Real Time

How to Use a Microsoft Access Database to Update Blackbaud FE NXT Data in Real Time

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Update Blackbaud FE NXT data by creating a linked table in Microsoft Access with the CData Blackbaud FE NXT ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Blackbaud FE NXT, you can update live Blackbaud FE NXT data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Blackbaud FE NXT as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Blackbaud Financial Edge NXT uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

See the Getting Started guide in the CData driver documentation for more information.

Create a Linked Table to Accounts Data

Follow the steps below to create a linked table, which enables you to access live Accounts data.

  1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Accounts table. 👁 Linked Tables enable you use the live connection to Blackbaud FE NXT that is provided by the driver.

  3. Select the CData Blackbaud FE NXT data source from the Machine Data Source tab.

    👁 DSNs listed in the Get External Data wizard.
  4. Select the Accounts table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

    👁 A linked table to the live data. (Google is shown.)

Ready to get started?

Download a free trial of the Blackbaud FE NXT ODBC Driver to get started:

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👁 Blackbaud Financial Edge NXT Icon
Blackbaud FE NXT ODBC Driver

The Blackbaud FE NXT ODBC Driver is a powerful tool that allows you to connect with live Blackbaud Financial Edge NXT account data, directly from any applications that support ODBC connectivity.

Access Blackbaud FE NXT data like you would a database and access data from Accounts, Budgets, Projects, etc. through a standard ODBC Driver interface.