Has anyone imported information from Wealth Engine into Tessitura? What have you imported and where in Tessitura have you stored the information (P2G rating)? Did you use someone at Tessitura to do it for you?
Leah,
We did a wealth screening with Wealth Engine a few years back. Because the information was not entirely verified or in some cases at all accurate, we decided to only import the Capacity numbers - the 14 point rating and the actual capacity - $. We also decided to keep it separate in a custom tab (that also contained other solicitation information) so it wouldn't be confused with actual verifiable research. I also made sure to label it as information from a wealth screening and the date of the screening so future generations would know what they're looking at.
We did the import ourselves inhouse. We created a custom table and our own custom tab.
Dale