WealthPoint OnTime can be configured to include specific information in the return files based on matching files provided by each customer.
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: