Hi everyone -
I did an initial EXPRESS screening in Wealth Engine on February 21st. I have been having a terrible time trying to get that information imported into Tessitura. Based on what Wealth Engine has told me, they are unable to format the export for Tessitura import/upload because I did an express screening (as opposed to a batch screening where an actual human looks at the data).
Has anyone else done an Express Screening and been able to use one of the pre-designed export templates to get the information into Tessitura? I have a support ticket open for this, but they've just said that the information in the files I'm trying to import (directly downloaded from Wealth Engine) is different than what is normally used in the procedure and in a different order.
Any help is appreciated!!
Thanks!
Hey Kari! We are going through this right now as well. Previously we have never had a problem. We would normally do an Express screening and then have to reach out to customer service to ask for the Tessitura import file. This time when we asked customer service they didn't really understand what we were asking for. I think it's just new folks & hopefully they will get it worked out. They should have someone there that understands what format is needed for Tessitura import. I'm going to keep on their customer service guy about this request. He did reach out to me again this morning and say he was working on it.