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!
Chiming in to say that we have also had significant issues with Wealth Engine and attempting to both successfully screen our constituents, and getting the information exported. As of today I am four months in to fighting with customer service, and this has obviously been incredibly frustrating, and a waste of time and resources. I don't see much chance that we would renew our contract with Wealth Engine.