Looking for information from users who have been involved in the beta testing of the intigration of WealthEngine into Tessitura. With the intigration, we want to begin utilizing WealthEngine in the upcoming year, but before signing on, I just want to hear overall impressions for the beta testers. Some of the things I'm wondering about are how the export/batch processing/upload process works, Tessitura reporting abilities...any information testers can offer would be appreciated - thanks!
We set up the Tessitura Wealth Engine integration a couple of months ago. It took a few tries before the file they sent us was able to be read by Tessitura and successfully placed, but it does work—keeping in mind that the data in Tessitura are not complete or updatable, as they are in the Access file. What I use a lot are attributes we set up for P2G and capacity, as well as the integrated web connect custom screen, which I use all the time.
Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera
Lucie, just curious--do your development staff use the Access file itself much on a day to day basis? We managed to extract P2G and capacity from Access into a local table, but I haven't otherwise put it to very much use. Generally I've relied on the website when I want more detail than those two numbers.
We purchased the WE integration about 2 months ago and the import process was a little bit confusing in terms of how to use our most recent screening data when it was already converted into an access file.
After a few weeks of wanting to pull my hair out, I finally wrote an email to wealth engine telling them of my troubles with the file and they were nice enough to format the file for me to then import into Tessitura. They were great and I wish I had asked them for help sooner.
As of now, we are just beginning to use it as a way to pull lists with P2G scores and compare those scores with other patron ranking data. I think we have yet to really tap into the potential of this tool and I'm looking forward to seeing how it helps us identify potential donors.
Let me know if anyone has any other questions about our experience with this tool... I'm happy to help and share.
tevans@huntingtontheatre.bu.edu
Tiffany Evans
Database Coordinator
Tiffany's experience jibes with ours, i.e. it seems that by default WE returns their data as an Access db, and the integration of that with Tessitura or anything else is not something at the front of their minds.
The integration doc mentions "The file received from WealthEngine will be in the ProspectLink 3.0 file format", which is basically TDV. In my experience they only send it in that format if you ask, so anyone not excited about working with WE data in Access might as well ask for the TDV file early in the process.