Have you tried our ImportOmatic Connector for WealthEngine? The latest version includes Planned Giving!
O
Omatic Product Management
started a topic
about 4 years ago
Since we first introduced the ImportOmatic Connector for WealthEngine, the full wealth profile has been improved! In this update to the Connector, we have added 3 Planned Giving fields to the Full Profile:
Likelihood to Grant Annuity Likelihood to Bequest Likelihood to Create Trust
To learn more about using these new fields, check out the Full Profile page in our user guide.
If you would like to learn about other recent updates to our Connectors, you can view past release notes here. As always, updating your Connectors is optional, based on if you want to take advantage of the improvements we've made since your current version. You can view step-by-step installation instructions here, and our Support team is always ready to help!
When you're ready to install this update, head to our downloads page. Note: after updating to this version, you will need torefresh your field mapon existing profiles prior to importing.
WealthEngine, version 1.0.0.33 - Not approved for use in Blackbaud Hosting - Added Planned Giving to the Full Profile, which includes Likelihood to Grant Annuity, Likelihood to Bequest, and Likelihood to Create Trust
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Omatic Product Management
Since we first introduced the ImportOmatic Connector for WealthEngine, the full wealth profile has been improved! In this update to the Connector, we have added 3 Planned Giving fields to the Full Profile:
Likelihood to Grant Annuity
Likelihood to Bequest
Likelihood to Create Trust
To learn more about using these new fields, check out the Full Profile page in our user guide.
If you would like to learn about other recent updates to our Connectors, you can view past release notes here. As always, updating your Connectors is optional, based on if you want to take advantage of the improvements we've made since your current version. You can view step-by-step installation instructions here, and our Support team is always ready to help!
When you're ready to install this update, head to our downloads page. Note: after updating to this version, you will need to refresh your field map on existing profiles prior to importing.
WealthEngine, version 1.0.0.33 - Not approved for use in Blackbaud Hosting
- Added Planned Giving to the Full Profile, which includes Likelihood to Grant Annuity, Likelihood to Bequest, and Likelihood to Create Trust