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Uploading Wealth Screening Results

Carina Leong
$organization

Hello Everyone,

We use DonorSearch for our wealth screenings and would like to bulk upload the following information into the research module:

  • Capacity Rating
  • Inclination
  • Date Screened

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

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  • $organization
    For anyone interested, iWave has a working integration with Tessitura and they are wrapping up beta testing on a consortium version of the integration (which is great for us, as part of a consortium, since we weren't able to use the integration previously). From what I've tested of the beta so far, I'm pretty impressed at how we'll be able to use the data in Tessitura going forward. Thank you, Brian
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  • $organization
    For anyone interested, iWave has a working integration with Tessitura and they are wrapping up beta testing on a consortium version of the integration (which is great for us, as part of a consortium, since we weren't able to use the integration previously). From what I've tested of the beta so far, I'm pretty impressed at how we'll be able to use the data in Tessitura going forward. Thank you, Brian
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