As Financial Edge NXT continues expanding in web view, many organizations are rethinking how they manage mass updates as workflows evolve between database view and web view. Rather than relying on manual edits or legacy tools, imports in web view can become a powerful, controlled solution for updating and adding data at scale.

This session provides a practical, step-by-step framework for using imports to perform mass updates, create new records, and maintain custom fields in Financial Edge NXT. Attendees will learn how to leverage queries to isolate specific record groups, use exports to build structured import templates, and execute updates confidently while preserving data integrity.

In addition to practical guidance, Financial Edge NXT product manager, Russel Fulfor, will join to provide insight into how import workflows are evolving. He’ll share how Smart Import Mapping is already reducing manual effort and improving accuracy today, along with a look ahead at the Smart Import Agent—designed to further automate, simplify, and scale data management.

We will also cover import types, required security roles, and real-world use cases that replace common Global Change scenarios, along with best practices for testing, validation, and post-import housekeeping to reduce risk and ensure clean results.

Whether you are a finance team member or system administrator, you will leave with a repeatable process for managing data changes efficiently in web view—along with a clear view of where import automation is heading.