Upload constituents for wealth screening

Tags: product:wealth intent:wealth-screening intent:upload intent:csv

Go to Wealth > Uploads. Choose Upload New Data and upload a CSV using the exact supported headers. Required columns are ID, FIRST_NAME, LAST_NAME, ADDRESS, ZIP, and EMAIL. The page also lists recommended gift/prospect/spouse columns and all additional allowed columns.

Eligible institutions can instead choose Screen School Dashboard Data or Screen VMS Data. Confirm the warning before generating the file: these actions send all qualifying constituents from that product source for screening. The first uploaded file may take up to two weeks; later files are expected to return faster, and the institution receives an email when an enriched CSV is ready.

The uploads list shows state, source, original filename, creation date, uploader, and—when permitted—links to original and screened files. An uploaded file and a processed screened file are distinct artifacts.