Biographical or background information may not be returned in a file because:
  • The match file does not contain the constituent (if it is a new constituent)
  • The match file does not contain that information on the constituent
Note: The match file used for WealthPoint OnTime is provided by the customer and given to their data specialist.  These files can be updated at any time by uploading a new export including fields you would like to see in the returned WealthPoint OnTime file to the FTP folder.  The export file should be named WPOT_Integration.csv.  Typical biographical fields to include are below in addition to the matching column (typically a unique ID).  The files are not limited to these fields:
  • Name
  • Address
  • Business Information
  • Past Giving (First, Last, Largest, Total, etc.)
  • Constituent Codes