Introduction
WealthEngine is a 3rd party API integration in which users can find potential prospects and expansion opportunities using insights from the industry's first donor pyramid and wealth modeler. CharityEngine’s API integration syncs summary data from WealthEngine in such a way that it is viewable in the contact record and in contact queries.
Prerequisites
- Before you can create a data enrichment job for WealthEngine, you must have a WealthEngine account and ensure you have entered your WealthEngine API Key. For more information on this, read this article.
- Data rates apply. Please review your contract or contact your account manager for more information prior to initiating this type of data enrichment.
Instructions: How to update WealthEngine data for individual contacts
Step 2: Click to manage the contact to view the record.
Step 6: If you require a refreshed WealthEngine results, click on the WE icon on the top of the contact record to refresh.
FAQ & Further Reading
Q. I have several contacts I would like to update. Can this be done in a bulk job?
A. Yes. If you have a large amount of contacts you want to update, you can do this in bulk by creating a data enrichment job. For more information on how to update WealthEngine data in bulk, read this article.
Q. What information is needed for a successful WealthEngine synchronization?
A. WealthEngine needs to have a first name, last name, address, email/phone number to maximize successful synchronization.
Q. Do I need a WealthEngine account to leverage this feature?
A. Yes - this is a 3rd party integration.
Q. How do I add my WealthEngine API key to begin synchronization?
A. Once you have your API key, you can easily update through our configuration app. Our instructions can be found here.
