Updating & re-syncing ResearchPoint wealth screening with RE

Marci Philbin

Hello! Have any of you had the issue of running a “fresh” wealth screening for a prospect who already has one. When I try to re-sync the data from RP into RE, it doesn't go. I don't get an error reading in RP but the new rating does not appear in Raiser's Edge (I use Database View).

Krys Fritz bCREPro bCRP

@Marci Philbin When I have seen that happen it is when the data has remained the same; it only updates with a new date what is new or changed.

Marci Philbin

@Krys Fritz bCREPro bCRP OK, but the previous info -done about a year ago - was all zeros. Now I've got a gift capacity rating result of $25,001 - $50,000 but it's still not updating with that figure or today's date.

Shelley Weifenbach

@Marci Philbin I would also recommend checking your integration field configuration in ResearchPoint to be sure that Major Giving Capacity is checked.

Marci Philbin

@Shelley Hindmon yes, the syncing box was not checked. That may have been the problem. Thank you!