Sheets to BMfor Blackbaud
📖 Documentation

Help & Setup Guide

Everything you need to install Sheets to BM, connect your Blackbaud account, and start pushing charges — all from Google Sheets.

Quick Start

Get up and running in three simple steps.

1

Install the Add-on

Find Sheets to BM in the Google Workspace Marketplace and install it to your Google Sheets.

2

Connect Blackbaud

Authorize your Blackbaud account via OAuth directly from the sidebar.

3

Push Charges

Select rows and click 'Send Charges' — data flows to Blackbaud instantly.

On This Page

Installation

Sheets to BM is available on the Google Workspace Marketplace. Installation takes less than a minute and requires no technical setup.

  1. Open Google Sheets and go to Extensions → Add-ons → Get add-ons.
  2. Search for "Sheets to BM for Blackbaud" in the Marketplace.
  3. Click Install and grant the required permissions.
  4. Once installed, open the add-on from Extensions → Sheets to BM.
Tip: The add-on is tied to your Google account — it will be available in every spreadsheet you open.
Google Workspace Marketplace listing

Find Sheets to BM in the Google Workspace Marketplace

Sidebar connect button

Click 'Connect Blackbaud' in the sidebar

Connect Blackbaud

Your Blackbaud connection is secured with OAuth 2.0. No passwords are stored in the add-on — tokens are encrypted and refreshed automatically.

  1. Open the Sheets to BM sidebar and click "Connect Blackbaud".
  2. A new tab opens with the Blackbaud consent screen — approve the requested scopes.
  3. You'll be redirected back to Sheets with a green checkmark confirming the connection.
Note: You only need to authorize once per Google account. The token persists across sessions and spreadsheets.

Sync Charges

Sending data to Blackbaud is a three-click process: select your rows, click send, and review the log.

  1. Select the rows containing charge data in your spreadsheet.
  2. Click "Send Charges" in the Sheets to BM sidebar.
  3. The add-on validates each row, posts to the Blackbaud SKY API, and writes results to the sync log sheet.

Successful records appear with a ✓ in the log. Any validation errors or API rejections are flagged with a clear error message so you can fix and re-send.

Select rows to sync

Select the rows you want to send to Blackbaud

Import Sample Data button

Click 'Import Sample Data' to pre-fill template columns

Templates & Validation

Not sure how to structure your charge data? The built-in template shows you the exact columns Blackbaud expects, pre-filled with sample data.

  • Click "Import Sample Data" in the sidebar to generate a template sheet.
  • All required fields (student ID, amount, description, date, etc.) are pre-filled.
  • The add-on validates your data before sending — missing or malformed fields are highlighted.
Pro tip: Pair the template with Google Sheets data validation rules for an even more robust workflow.

Sync Logs & Audit Trail

Every sync creates a timestamped entry in a dedicated log sheet within your spreadsheet. This gives you a complete audit trail without any extra setup.

  • Timestamp — when the sync was triggered
  • Row reference — which rows were included
  • Status — success or failure per record
  • API response — Blackbaud's response for troubleshooting

Logs are append-only — previous entries are never overwritten, so your audit history is always intact.

Log sheet overview

Every sync creates a timestamped log entry

Frequently Asked Questions

Do I need to be a Blackbaud admin to use Sheets to BM?
You need a Blackbaud account with billing permissions. Your organization's Blackbaud admin can grant you access to the Billing Management module.
Is my data secure?
Yes. Sheets to BM authenticates via OAuth 2.0 and never stores your Blackbaud password. All API communication uses HTTPS, and tokens are encrypted at rest.
What happens if a sync fails?
Failed records are logged with the specific error message from Blackbaud. You can fix the data in your sheet and re-send just the affected rows.
Can I schedule automatic syncs?
Yes — you can set up a time-based trigger to run syncs automatically on a schedule you choose.
How do I upgrade or change my plan?
Visit the Pricing page to compare plans. Plan changes take effect at the start of your next billing cycle.
Where can I get help?
Email support is included with every plan. Essential and Pro plans get priority response times. You can also check this guide for step-by-step instructions.

Still Have Questions?

Check the FAQ above, or reach out to our support team — we're here to help.