Many Blackbaud CRM organizations are replacing or modernizing their finance platforms, and discover the biggest integration risk isn’t the ERP — it’s what has to change inside Blackbaud CRM to keep financial data accurate and auditable. 

In this joint client/partner session, Zuri Group and The College of William & Mary share a practical roadmap for treating a finance system change as an organizational redesign— not “just” a Post to GL (PTGL) file tweak. We’ll walk through the most common pressure points: rethinking the GL account structure and segments before they become fixed by posting activity, aligning transaction mappings and segment mappings so gifts don’t slip through unmapped, understanding batch template impacts, and updating PTGL output logic to meet new journal entry requirements. 

We’ll also unpack the hardest decision teams face: whether — and how — to update historical GL distributions without creating reporting, reconciliation, or audit headaches, plus what we’ve learned about testing, cutover planning, and validating summary/detail output patterns so Finance can trust the feed.