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,
We had this same problem when trying to import our Wealth Engine screening data. We eventually had to open a ticket with Wealth Engine and have them generate a custom export file for us since I could not find anywhere what format the file needed to be in, and the exports that we had tried just resulted in errors when I tried to run it through the utility.