Version Requirements

You must have version 10 or greater version of StudioEnterprise DMS for the integration with WealthEngine to work.


Setting Up the Plug-In

 

Requirements from WealthEngine:

  1. WE subscription with Connector access.
  2. FTP account & credentials
  3. WealthEngine Username & password.

 

Single Screening Set up:

  • WealthEngine Username
  • WealthEngine Password

  Configuration: 

   Update the WE credential in the DMS. System Admin> Configuration>Control records.

   WEALTHSUSR= WE username

   WEALTHSPWD= WE password

 

Bulk screening Set up:

  • WealthEngine Host: express8.wealthengine.com
  • FTP Username 
  • FTP Password(Max character 10)

 Configuration: 

   Update the WE credential in the DMS. System Admin> Configuration>Control records.

   WEALTHHOST: express8.wealthengine.com

   WEALTHUSER

   WEALTHPASS


Validate Set Up


To verify that the WEALTHHOST, WEALTHUSER, and WEALTHPASS are correct you should confirm that you can connect to the FTP with the configured values. You can use any of the FTP providers to connect.


To verify that the WEALTHSUSR and WEALTHSPWD are correct you should confirm that you can connect to the WealthEngine site at https://we9.wealthengine.com/#/login 


NOTE: In order to use the single-screening, the WE account must have the WE addon product called WE Connector access.


Using the Integration 

StudioEnterprise has partnered with WE to provide two forms of integration—bulk processing and single screening (aka One Click Update).


Single Screening

The Single Screening activity is available for any individual StudioEnterprise account.   In other words, WE processing occurs only at the individual level (SP or I type account), not on family accounts, organizations or organization contacts.  

To complete WE Single Screening in StudioEnterprise, first search for and find the account in Account Processing, highlighting the account in the returned results grid.

 

 

Advance to the Wealth Engine Activity and click the Perform Screening button to initiate the Single Screening action.


The accounts’ WE results will be returned to the WE Activity grid with the current system date reflected as the processing date.  Each time the Single Screening Activity is executed for the account, a new WE results record will be added to the WE Activity display grid.

 

Bulk Processing

The StudioEnterprise Bulk WE functionality is a multi-step process.  The basic steps are as follows:

  1. Create and run a Segmentation Job to select the desired accounts that you would like to run a WE screen on. 
  2. Access Business Processes, Utilities, Wealth Engine    
  3. Select the Run option to open the Bulk Processing options box, populating the Segmentation Job number.  Either select Entire Job to include accounts from all segments or select Specific Segment and populate the segment number containing the accounts to be processed:
  4. A WE Bulk Processing Run record is created (N15_WealthEngineImport) and populated in the grid with the run status.  
    1. R indicates successfully sent
    2. E means either communication failed with Wealth Engine server or file was unable to generate
    3. L means “Wealth Engine has finished processing the accounts. They are now being downloaded to the account import tables.”
    4. C indicates a completion with the same date was imported back from Wealth Engine, but not necessarily the same one. Import marks the oldest R status Run ID with C status since there is no way to relate sent (N15) data to returned (Q31) data.
  5. The Run creates a CSV file on Wealth Engine’s SFTP site. 
  6. Wealth Engine processes the CSV file and provides a results file with a different name using the format InputFileName_output.csv on the SFTP site
  7. StudioEnterprise Scheduled Activities (in System Administration – Scheduled Activities) run in the background polling the WE SFTP site for any file name that is different than the ones we have sent to date. These would be completion files created by WE.  If the job finds a file ready for processing it completes the following tasks:
    1. Updates the Q31 import tables
    2. Processes as System Import (i.e., no user process needed)
    3. Updates WE (A23_AccountWealthEngine table) records for accounts
    4. Updates WE Bulk Run (N15) record to C (per notes above)
    5. At this point, Wealth Engine data is available in SE as in this example


Source: DonorDirect -Thomas Vars


Have Questions?

Contact WealthEngine at customerservice@wealthengine.com or 855-200-0665 or via online chat. 


If you have any question Specific to your StudioEnterprise DMS/CRM, Please reach out to your DonorDirect support.