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
My knowledge of this is 2 years old, but when we did imports in the past, we've simply asked customerservice@wealthengine.com to "format the results of XX" for import into Tessitura, and they send back the right template. You can find the documentation for import here.
Emily Nash said:we've simply asked customerservice@wealthengine.com to "format the results of XX" for import into Tessitura
This matches our experience. i.e. every time we got data from WF it was formatted differently, the columns had changed, etc.. Ultimately I found it easier to do a Task -> Import Data in SSMS each time, but without SSMS access, asking support for match what you need should work.