Importing External Wealth Screening

Elizabeth Grover

Has anyone imported results from a DonorSearch screening into Altru? And if so, do you have any recommendations/best practices on where best to store it on the constituent record?

Chris Nungesser

Hi @Elizabeth Grover!

I have not done this personally. My initial thought was to store those values as Attributes. Do you think that would work? I think it might depend, for me, on how many fields your talking about and whether you plan to update them. Like with your service, can you update the numbers and do another import? I think those things might affect whether I use Attributes or try to borrow from other fields. Trying to balance storing that information in a place that makes sense and also trying to keep things orderly in Altru (I think Attributes could get messy quickly. But maybe that's okay. Maybe I'm fixating on something that may not be a big deal).

Chris

Ruth Droescher

Hi,

I've done a similar import in BBCRM, and it looks like the same batch type is available in Altru. I used the ‘Model Scores and Ratings’ batch, which adds an attribute to a record that then appears in the ‘Wealth and Ratings’ area on a constituent record. We created unique attributes for each rating, so for example ‘Annual Giving Likelihood', and I'd recommend creating an attribute group for easier reporting and grouping - we used the attribute group to tag them all with the same source or type, ex: Target Analytics. When you create the attributes, you'll choose a type of ‘Model Score’ rather than constituent, and that's what makes it available to that import batch and assigns it to that area, rather than just the general constituent attributes tab. If you don't check the box to limit to only one per record, you can use this to store updated values as well, if you want to keep historical references, and then you have start and end dates as default fields on the attribute. You can also use the update version of the batch if you only want to store a single value for each constituent, so you replace the existing score with the new value.

Ruth

Elizabeth Grover

Thank you Ruth. This is very helpful.