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 an 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!
| Field Name | Is it required? | Notes | |
|---|---|---|---|
| 1 (A) | User Supplied ID (DMS or Constituent Record ID)* | Optional -- but important. | This field is only used for integrating the results back into your DMS / CRM system. |
| 2 (B) | User Supplied ID 2 (DMS or Constituent Record ID)* | Optional | This field is provided in case you use multiple IDs for your people. |
| 3 (C) | Prefix | Optional | |
| 4 (D) | First Name | Required | |
| 5 (E) | Middle Name or Initial | Optional -- but can improve your match results. | |
| 6 (F) | Last Name | Required | |
| 7 (G) | Suffix | Optional | |
| 8 (H) | Primary Address Line 1 | Required | |
| 9 (I) | Primary Address Line 2 | Optional | |
| 10 (J) | Primary Address City | Required | |
| 11 (K) | Primary Address State | Required | 2 digit state code only |
| 12 (L) | Primary Address Zip | Required | 5-digit zip code only |
| 13 (M) | Total Giving | Optional -- but can improve your results. | Total dollar amount of gifts given to your organization, e.g. lifetime giving. |
| 14 (N) | Years Giving | Optional -- but can improve your results. | The number of years an individual has given to your organization, e.g. lifetime giving years. |
| 15 (O) | Number of Gifts | Optional -- but can improve your results. | Total number of gifts given to your organization. |
| 16 (P) | Last Gift Amount | Optional -- but can improve your results. | The dollar amount of the last gift given to your organization. |
| 17 (Q) | Last Gift Date | Optional -- but can improve your results. | The date of the last gift given to your organization. |
| 18 (R) | Largest Gift Amount | Optional -- but can improve your results. | The dollar amount of the largest gift given to your organization. |
| 19 (S) | Largest Gift Date | Optional -- but can improve your results. | Date of the largest gift to your organization. |
| 20 (T) | Planned Giving Flag | Optional | You can mark individuals who are planned givers. |
| 21 (U) | Date of Birth | Optional | |
| 22 (V) | Age | Optional | |
| 23 (W) | Phone | Optional | |
| 24 (X) | Business Phone | Optional | |
| 25 (Y) | Business Name | Optional -- but can improve your match results. | |
| 26 (Z) | User Supplied Spouse ID | Optional | Only used for integrating the results back into your DMS/CRM system. |
| 27 (AA) | User Supplied Spouse ID 2 | Optional | Only used for integrating the results back into your DMS/CRM system. |
| 28 (AB) | Spouse First Name | Optional -- but can improve your match results. | |
| 29 (AC) | Spouse Middle Name | Optional -- but can improve your match results. | |
| 30 (AD) | Spouse Last Name | Optional -- but can improve your match results. | |
| 31 (AE) | Attribute 1 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 32 (AF) | Attribute 2 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 33 (AG) | Attribute 3 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 34 (AH) | Attribute 4 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 35 (AI) | Attribute 5 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 36 (AJ) | Attribute 6 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 37 (AK) | Attribute 7 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 38 (AL) | Attribute 8 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 39 (AM) | Attribute 9 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 40 (AN) | Attribute 10 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 41 (AO) | Attribute 11 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 42 (AP) | Attribute 12 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 43 (AQ) | Attribute 13 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 44 (AR) | Attribute 14 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |
| 45 (AS) | Attribute 15 | Optional | Miscellaneous field - will not impact profiles, but you can use to segment results. |