Black Mountain Software Data Export Instructions

The following instructions will provide you with budget, actuals, and your chart of accounts segment information for data onboarding.

Note: Some Black Mountain clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with users to identify an alternative report that meets their needs.

1. From the Reports menu, go to Budget Reports, and select Export to ClearGov.

2. Enter the applicable Accounting Period. The period entered will affect the amounts displayed in columns G, H, and I of the CLIENT_UPDATE_FINANCIALS.CSV file.

3. Enter the Year From-To that should be included in your export file, i.e., the CLIENT_UPDATE_FINANCIALS.CSV file. Select the OK button to start the export process.

4. The files will begin exporting, and you will see this progress window.

5. Select OK in the confirmation message that appears for each file.
6. The following three files will be automatically exported to the C:\BMSfiles folder and can be provided for data onboarding: 
   1. CLIENTNAME_UPDATE_FINANCIALS.CSV
   2. CLIENTNAME_Expense_segments.CSV
   3. CLIENT NAME_Revenue_segments.CSV