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!
We also had issues with getting the correct export from Wealth Engine. It took multiple conversations with various people and several attempts to finally get our import correct. We did NOT renew our agreement with them and have since moved on to DonorSearch. While we are still in the infancy stage with DonorSearch, my initial read is that it is a much cleaner interface in the actual Tessitura Client.