How to Import WealthPoint OnTime as a Modeling and Propensity Attribute

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Marybeth Holt
5 years ago
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Name the attribute "WealthPoint Rating", set the record type as Modeling and Ratings, the Data Type as Text, and check the box to allow only one per record. 3. Click Save 4.

1 How to Import WealthPoint OnTime as a Modeling and Propensity Attribute Setup the Attribute(s): 1. Logged in with Prospect Research Manager rights, go to Administration > Attribute Categories and click the Add icon in the Action Bar. 2. Name the attribute "WealthPoint Rating", set the record type as Modeling and Ratings, the Data Type as Text, and check the box to allow only one per record. 3. Click Save 4. If there are any other attributes sent with the file (custom attributes such as Admit Date, Date of Birth, Department, etc.) they will have to be setup as attributes in here also. The only difference is that the Record Type will be Constituent for additional attributes. Create the Batch Template for the WealthPoint Rating: 1. Go to Administration > Batch Entry > Batch Template. 2. Click Add and create a new Modeling and Ratings Update Batch (below).

2 3. Include the fields from your returned file. This will require a comparison in the RP_Date.csv file with the batch design (WealthPoint Rating is listed under Modeling and Propensity Attributes): 4. Save this batch design Create the Batch Template for the Constituent File: 1. Go to Administration > Batch Entry > Batch Template. 2. Click Add and create a new Constituent Update Batch (below).

3 3. Include the fields from your returned file. This will require a comparison in the RP_Date.csv file with the batch template. Below is the default grid for a WealthPoint OnTime file. Your file may differ depending on any customizations or extra fields requested. Look Up ID First Name Last Name Home Address Lines Home City Home State Home Zip Code Business Name Business Address Lines Business Address City Business Address State Business Address Zip Code Daily File Required Fields Optional custom fields (Available only for daily custom set up service and one-time file submissions): These may include other pertinent data in your file such as date admitted, department, date of birth, hospital name, etc. 4. If the file includes any Business Information, set a field default for Employee as the Business Relationship Type and Employer as the Business Reciprocal Type as these fields are required for an import. Use the screenshot below as a reference:

4 5. Save this batch template

Name this import and browse to the file choosing From local file (below) and locate the returned file that contains the constituents named RP_Date.

5 Import the file with the Constituent Records: 1. Go to Administration > Import and click Add 2. Choose the Constituent Update Batch as the Batch Template (below) 3. Name this import and browse to the file choosing From local file (below) and locate the returned file that contains the constituents named RP_Date.csv 4. Map the fields to import from the file to the fields in the batch and save the Import 5. Highlight the import that was created and click Start Import 6. Click Go to Batch Entry (below) on the left-hand side of the page. The batch will now be listed under Uncommitted Batches.

6 Commit the Batch: 1. Highlight the batch and click Commit at the top of the page (below) Choose any options for committing the batch. If this is a daily file, use the date to differentiate the batches. Note: If these records are going to be screened through WealthPoint, Blackbaud recommends creating an output selection that can be used to populate a research group. 2. Click Start to begin the Commit process. Once the commit process is complete, the records are added to ResearchPoint.

Name this import and browse to the file choosing From local file and locate the returned file that contains the constituents named RP_Date.csv.

7 Import the file with the Modeling Scores: 1. Go to Administration > Import and click Add 2. Choose the Modeling and Propensity Update Batch created first as the Batch Template (below) 3. Name this import and browse to the file choosing From local file and locate the returned file that contains the constituents named RP_Date.csv. Map the fields (click Collection field to map the score) (below) 4. Highlight the import that was created and click Start Import 5. When the Import processes with 0 exceptions, click Go to Batch Template (below) on the left-hand side of the page. The batch will now be listed under Uncommitted Batches.

Choose any options for committing the batch (recommended below) 2.

8 Commit the Batch: 1. Highlight the batch and click Commit at the top of the page (below) Choose any options for committing the batch (recommended below) 2. Click Start to begin the Commit process. Once the commit process is complete, the scores are added to the records that were created first.

Using a date when naming this group will help differentiate it if this is a daily screening. (below) 3. Click Save and the research list opens 4.

9 Create a Research List and run the WealthPoint searches(not required): 1. Go to Prospects > Research Lists and click Add 2. Name the research list and choose the selection to use to create it. Using a date when naming this group will help differentiate it if this is a daily screening. (below) 3. Click Save and the research list opens 4. Essentials and Professional ResearchPoint Users: Click Screen List on the right-hand side. The WealthPoint search will begin processing and finish shortly. 5. Starter ResearchPoint Users: View the members listed, the record can be opened and searched individually through WealthPoint.

04/23/2012 ResearchPoint 2.91 Prospects US

Prospects Guide 04/23/2012 ResearchPoint 2.91 Prospects US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,