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 - 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. Vertical file structure is not supported in the current constituent import. Please reach out to your implementation specialist or genius@evertrue.com for more information. 
   1. 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. 

• Relationship Management Assignments
• Volunteer Assignments