Set Up a New Year Export to Sustain

To start a new year in Sustain, you have to complete the End of Year process in AdminPlus and then export the FUND fields from the new Active Year. Once the FUND fields are exported from AdminPlus, the rest of the New Year process is carried out in Sustain.

If you need support after the FUND data is exported from AdminPlus, contact Sustain Support.

Prerequisites

Before you export FUND fields to Sustain, you must have completed the following End of Year tasks in AdminPlus:

Check FUND Fields Mapping

  1. Verify that you are in the new Active Year. If you haven't changed the Active Year, see Change Active Year.
  2. On the Shortcut bar, click Cust DB > 4. Set School Office Suite (SOS) interface options, and then click Next.
  3. In the Interface Specifications dialog box, click the SEMS/FUND/LIB tab.
  4. On the SEMS/FUND/LIB tab, click Set FUND fields.

    Set FUND Fields

  5. In the Select Fields to be Sent to Fundraising Software dialog box, make sure the Selected Fields are the same as the previous year.

    If the Selected Fields don't match the fields you set for the previous active year, or if this is your first year exporting to Sustain, contact Rediker Support.

Export FUND Fields to Sustain

  1. Verify that you are in the new Active Year. If you haven't changed the Active Year, see Change Active Year.
  2. On the Shortcut bar, click Database > New Files.
  3. In the Add or Edit Names for Student or Staff dialog box, click Other [F9].

    Access Other Options

  4. In the Other Options dialog box, click C. Send all to SOS modules, and then click Next.
  5. In the Send to SOS Modules dialog box, select the Fundraising Software check box, and then click Send.

    A file containing FUND field data from the Active Year is exported to the Sustain holding bin.

    If you need support after the FUND data is exported from AdminPlus, contact Sustain Support.



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