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.

Required Files

  1. Constituent File Guide & Sample File

  2. Interactions File
  3. Gift Transactions File
  4. Proposals File

Additional Files

EverTrue will notify you of any additional files needed for your implementation. 

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