Hi Tess community,
My company just integrated our Tessitura software with iWAVE pro. We need to export some customers from our Tessitura database via output set so that we can upload those customers into iWAVE via import.
I've been trying to craft an output set that will aggregate a customer's donation information with their household so that iWAVE doesn't have to score a customer and their household separately.
Does anyone have experience crafting these output sets for iWAVE import? I assume the logic would be pretty standard across organizations so I'd be more than happy to review any code that you could suggest.
Thank you,
Aaron
Hi Lucie,
Thanks for the great advice. I'll be passing on your recommendation to replace with household if exists to our iWAVE users. And I would like to see some sample code that you used to gather constituents and their household together to better aggregate their contributions.
Hi, Aaron:
When I've created output sets that need household information across all primary members of the household, I create a view that I can pull from. In this case, I'd create one view that summarizes the contribution totals that you want for the purpose, and a second view that assigns that value to all members of the household. Creating views is something that your Tessitura administrator should be able to do for you. If you need any sample code, I'd be happy to share.
Lucie
______________________________ Lucie Spieler IT Development and Training Manager
We do have some experience with iWave and their Tessitura integration. If you are exporting a list to send it to iWave they just need the constituent name and address info which is a simple list. At the bottom of the criteria screen just select “Replace individual constituents with their Primary Household, if one exists.” Then you can pull it from the Output Set based on that list.
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Aaron Glynn Sent: Friday, October 28, 2016 11:19 AM To: Nicole Keating <nkeating@arshtcenter.org> Subject: [Tessitura Development Forum] crafting output set for iWAVE pro import Importance: High
This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!