Integrations

Nonprofit: 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 ...
Thu, 10 Oct, 2024 at 11:15 AM
How to generate an API key?
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. ...
Wed, 29 Jun, 2022 at 6:39 AM
Salesforce Install Guide
Introduction to WE Insights for Salesforce: The WealthEngine (WE) Salesforce Connector creates a robust connection between the WealthEngine Platform and...
Wed, 11 Sep, 2024 at 9:41 AM
DonorDirect WealthEngine Integration Setup
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
Salesforce User Guide
Introduction to WE Connector for Salesforce WE Salesforce Connector establishes a powerful link between our WealthEngine Platform and Salesforce, provid...
Wed, 12 Apr, 2023 at 2:36 PM
Nonprofit: Abila Millennium Integration
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
Nonprofit: SalsaCRM Integration
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
Commercial: 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 ...
Wed, 1 Jul, 2020 at 2:25 PM
Nonprofit: Allegiance Integration
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
Nonprofit: Tessitura Integration
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