Data Format Guides
Just starting with EverTrue? Need to complete another import? Wanting to refresh your data? Check out our latest and greatest Field Reference Guides below by selecting the guides that pertain to your institution. Please make sure to thoroughly read through the reference guides, as they include a lot of great information and need-to-knows.
Field Reference Guides
Start with our Data Overview guide to review our data process, tips-and-tricks, and more.
- Constituent File - please note that this guide contains fields that we do not yet have importer support for. We ask that you prepare this file template in anticipation of enhancements we are making to the platform in 2021. Reach out to your implementation specialist or email@example.com for more information.
- Interactions File
- Gift Transactions File
- Proposals File
EverTrue will notify you of any additional files needed for your implementation.