The Express system is designed to quickly screen small to medium-sized files of fewer than 100,000 records at a time. You can choose between two pre-defined templates provided by WealthEngine: a Basic Template or a Detailed Template.
Your file must conform exactly to the selected template in order for the screening to be processed. The order of the column headers is critical and all column headers must be present in the file, even if you do not intend to include that type of data. If you are not using a particular field, that field must still be included, with the data simply left blank. If you rearrange, rename, or delete any columns then the file will not upload properly.
Keep in mind that if you are unable to fit your data into one of the pre-built templates, you can build a brand-new custom template that will instruct the computer on how to read your file.
- Note: If your subscription includes integration between your CRM/DMS and WealthEngine (e.g. the Salesforce Connector), you may be able to submit your screening there, rather than doing a manual upload in Express.
Scroll down to the bottom of this article to download the template!
| Input Field | Is it required? | Notes | ||
|---|---|---|---|---|
| 1 (A) | ID (User Supplied DMS or Constituent Record ID)* | Optional -- but important. | This field is used for integrating the results back into your DMS / CRM system. | |
| 2 (B) | Prefix | Optional | ||
| 3 (C) | First Name | Required | ||
| 4 (D) | Middle Name | Optional -- but can improve your results. | ||
| 5 (E) | Last Name | Required | ||
| 6 (F) | Suffix | Optional | ||
| 7 (G) | Home Street Address 1 | Required | ||
| 8 (H) | Home Street Address 2 | Optional | ||
| 9 (I) | City | Required | ||
| 10 (J) | State | Required | 2 digit state code only | |
| 11 (K) | Zip Code | Required | 5 digit zip code only | |
| 12 (L) | Total Giving | Optional -- but can improve your results. | Total dollar amount of gifts given to your organization, e.g. lifetime giving. | |
| 13 (M) | Years Giving | Optional -- but can improve your results. | The number of years an individual has given to your organization, e.g. lifetime giving years. | |
| 14 (N) | Number of Gifts | Optional -- but can improve your results. | Total number of gifts given to your organization. | |
| 15 (O) | Last Gift Amount | Optional -- but can improve your results. | The dollar amount of the last gift given to your organization. | |
| 16 (P) | Last Gift Date | Optional -- but can improve your results. | The date of the last gift given to your organization. | |
| 17 (Q) | Largest Gift Amount | Optional -- but can improve your results. | The dollar amount of the largest gift given to your organization. | |
| 18 (R) | Largest Gift Date | Optional -- but can improve your results. | Date of the largest gift to your organization. | |
| 19 (S) | Planned Giving Flag | Optional -- but can improve your results. | You can mark individuals who are planned givers. | |
| 20 (T) | Age | Optional | ||
| 21 (U) | Attribute 1 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. | |
| 22 (V) | Attribute 2 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. | |
| 23 (W) | Attribute 3 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. | |
| 24 (X) | Attribute 4 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. | |
| 25 (Y) | Attribute 5 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. | |