Wealth Management Upload: Global Add vs Import

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Wendy Bermudez 2
Wendy Bermudez 2
Third Anniversary Name Dropper 5 Likes First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion

I'm struggling to import the Wealth Engine information into Raiser's Edge. Every time I hit “Validate Now," it doesn't work. Would I be better off doing a Global Add instead or would that be too much work?

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  • Faith Murray
    Faith Murray
    Ninth Anniversary 2,500 Likes 1000 Comments Photogenic

    @Wendy Bermudez
    Global Add can work but only if the donors that you batch together all share the same wealth info. For any type of detailed ratings, you will probably want to stick to import. Can you share your exact error message? You can message me if you want and I'll see if I can troubleshoot for you.

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