The Express system is designed to quickly screen small to medium-sized files of fewer than 15,000 records at a time, with a daily limit of 50,000 records. 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. Make sure to check out our Integrations Section for more information and how-to guides.



Scroll down to the bottom of this article to download the template! 




Field NameIs 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)
PrefixOptional
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

12 (L)Primary Address Zip
Required

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.