Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.


1. Within the Administration module, select Import records

2. Select the Product and Billing Item type to import (ex. Flat Rate Item) and select New Import

3. Select the option to Export records, and define  the file you would like to export to, ensuring it is saved to .csv format

4. On the fields tab of the Import, map your fields to import

5. Ensure that the fields to modify are included in the export (ex. Item ID, Description, Amount, Valid from date, Valid through date)

6. Select Create Now to create the export file

7. Open the .csv file and modify as desired, ensuring that the valid dates of the item do not overlap with the valid dates of the item with the same ID

8. Save file and return to Student Billing, selecting Administration - Import, creating a new Product and Billing Item Import

9. Select the appropriate billing item type  and select New Import

10. Select Import new records, select the option to Validate data only to preview the import, and select the appropriate import file

11. Select Validate now after previewing the satisfactory validation report

12. Return to the Import parameters and select the option to Create new table entries, and select Import now to complete the import process