We recently had a great and informative webinar with the great folks at WealthEngine and Mike Lukich. During that webinar (that you can view here) there was a lot of conversation around integration with databases used in the nonprofit industry. With a majority of the folks on the call using Raiser’s Edge, I figured I would drop a resource that will help you in making decisions on how to import data from WealthEngine and where it should go in the system.
This screenshot should help. Happy prospecting!