Hi everyone -
We recently did a Wealth Engine screening, and I'm now looking to upload the results to Tessitura. Has anyone done this before and would be able to answer my questions below?
1. What export template do I use? I was hoping there would be a Tessitura template, but alas!
2. I opened a ticket with support to ask about the file specification and they said it needs to be a .txt file. However, the export formats available in Wealth Engine are excel, CSV, and TSV.
Any help is appreciated!! Thanks in advance!
Kari
Hi Kari,
Depending on your import XML setup (default is tab delimited), You can open your CSV in Excel and save it as a tab delimited TXT file.
I assume TSV is "tab separated values": just make sure you've got your quoting delimiters sorted.