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!
Despite the frustration, I am glad to know this is not just a one-off issue I am experiencing. I'll reach out to their customer service team again and see if I can get any help. I wish I had known it was only batch screening to begin with, as we did the express screening in order to expedite this process that has now been a four month ongoing issue.