Setting up the Blackbaud extension in Outlook


The Blackbaud extension for Outlook enables you to post emails directly from your inbox (or sent box) as an action against a constituent record in Blackbaud’s NXT Database.

Download the installation instructions below (opens up as a PDF in a new window):

BASIC TRAINING – Installing the Blackbaud Extension for Outlook


Important note: if you are using a version of Outlook that invites you to try out the newest version of its software and displays a “Try it now” toggle button on the top right of the screen, DO NOT TOGGLE THE BUTTON!

If you upgrade to the newest version of Outlook, you will be unable to use the Blackbaud extension as it is currently incompatible. Without a working extension, you will be unable to post emails directly from your inbox and sent folders as an action against a constituent record in the database and will have to manually add actions and copy content over for all relevant emails.

Avoid upgrading Outlook until a fix has been devised to make the extension compatible with the new Outlook. We will update all staff when we are aware that this has been resolved and that Blackbaud have updated their extension.

KEEP THE TOGGLE ON ‘OFF’!