Wealth Management Upload: Global Add vs Import

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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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  • @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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