CRM Software for Economic Development Organizations
+1 (805) 967-1280 | email: sales@outreachsystems.com

How is the Business Ownership Gender information uploaded to Nexus?

Neoserra supports two fields to track a client's Business Ownership Gender status:

  • Ownership Gender:
    • Male-Owned
    • Male/Female Owned
    • Woman-Owned
    • EDWOSB Certified
    • WOSB Certified
    • WBE Certified
  • Neoserra also has a field titled: "Percentage of Woman Ownership."

Nexus, on the other hand, only has a field for Female Ownership Percentage. If your Neoserra client record includes a "Percentage of Woman Ownership" then this information is used in the export process to Nexus. However, if no percentage is indicated on the Neoserra client record, then the following percentages are uploaded to Nexus based upon the settings in the Business Ownership Gender field:

  • Male-owned: Uploaded to Nexus as 0% female
  • Male/Female owned: Uploaded to Nexus as 50% female
  • Woman-owned (including WBE, WOSB, EDWOSB): Uploaded to Nexus as 100% female
  • Nothing selected in either the Ownership Gender field or the percentage field: Uploaded to Nexus as 0% female


Want more? Browse our extensive list of Neoserra FAQs.