The required fields for new Individual records are:
  • Constituent type
  • Last Name
If you are including address information:
  • Primary Address (Yes or No)
  • Country
If you are including spouse information:
  • Spouse relationship
  • Spouse reciprocal relationship
If you are including business information:
  • Business relationship
  • Business reciprocal relationship

Each field must be represented in the import and\or defaulted in the Batch Template Setup.

Blackbaud recommends the following fields to receive the best WealthPoint results:
  • Constituent Type (Individual, Organization)
  • Lookup ID
  • First name
  • Last name
  • Address Line
  • City
  • State
  • Zip