Hello Everyone,
We use DonorSearch for our wealth screenings and would like to bulk upload the following information into the research module:
Is there a way for us to bulk upload these results into the research module without any customization? Or does it require some sort of custom procedure? How does your organization upload wealth screenings into Tessitura?
Thank you!
Carina
Hi Carina!
There's a standard Tessitura integration with DonorSearch coming. I'm going to email you separately with some additional details!
Thank you,
Marta
Marta, I'd be interested in this information as well. Please let me know if we might discuss.
Thanks!
Dhriti
Thank you! I look forward to your email.
Carina,
We are currently shopping around between wealth screening companies (Wealth Engine, iWave and DonorSearch). We are leaning toward DonorSearch... would you mind if I reach out to you separately? I'd love to hear how your experience has been with them, if you are willing.