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