This comprehensive guide outlines the process of integrating WealthEngine with your Tessitura database, provided you have acquired the Tessitura integration component as part of your existing contract with WealthEngine. It covers version prerequisites, setup instructions, usage guidelines, and specifics regarding importing bulk screening data.
Please be aware that for Tessitura exports, you no longer need to contact our batch team. The Tessitura CRM export template is now accessible in our export templates. Please ensure you select the Tessitura CRM export template in TSV (tab-separated values) format for seamless import. If you need steps on how to export your data, please refer the KB article here.
