Integrations
As valuable and sophisticated as our data insights are, they are only worth so much if you can’t easily assimilate them into your daily operations! This is ...
Mon, 19 May, 2025 at 7:08 AM
This article will outline how you can generate your API key for integrating with WealthEngine. You'll also be able to manage all of your API keys here. ...
Thu, 15 May, 2025 at 5:38 PM
Introduction to WE Insights for Salesforce: The WealthEngine (WE) Salesforce Connector creates a robust connection between the WealthEngine Platform and...
Tue, 17 Jun, 2025 at 9:55 AM
This article outlines the information that is necessary for the setup of DonorDirect & WE integration. Requirements from WealthEngine: WE subscri...
Fri, 9 Jun, 2023 at 4:35 AM
Introduction to WE Connector for Salesforce WE Salesforce Connector establishes a powerful link between our WealthEngine Platform and Salesforce, provid...
Fri, 27 Jun, 2025 at 7:36 AM
Version Requirements You must have Millennium 2014 or higher for the integration with WealthEngine to work. Please contact Millennium support if you need ...
Tue, 13 Aug, 2019 at 5:16 PM
Version Requirements You must have version 10.1B or greater of SalsaCRM for the integration with WealthEngine to work. Please contact Salsa support if you...
Fri, 28 May, 2021 at 5:54 AM
As valuable and sophisticated as our data insights are, they are only worth so much if you can’t easily assimilate them into your daily operations! This is ...
Wed, 1 Jul, 2020 at 2:25 PM
This guide will help an Allegiance client get up and running when they have purchased the integration between our two systems. Provides the version requirem...
Tue, 13 Aug, 2019 at 5:33 PM
This comprehensive guide outlines the process of integrating WealthEngine with your Tessitura database, provided you have acquired the Tessitura integration...
Wed, 20 Mar, 2024 at 12:02 PM