Hello,
I've been tasked with researching the WealthEngine integration as possible addition to our system - we're a consortium and use RAMP. Could anyone provide feedback regarding this product, i.e. pros/cons and how it's benefited your organization? Could you also provide information about the actual integration, i.e. how long did it take and what were the challenges if any?
Thank you,
Shereen
Everything is available for download (scripts, pbl, instructions) on TASK. The documentation is pretty thorough. As I said, the only issue I really had was the actual import of data. If you’ve ever imported constituents, it’s a similar process. If not, you may have to figure out how to format the path of your import file.
Lucie
______________________________Lucie SpielerIT Development and Training ManagerFLORIDA GRAND opera