Import Types and Deletions
EverTrue offers our customers two types of imports, Standard & Full. Both import types are identical in form except for how they process deletions.
Both Standard and Full imports will:
- Create new records
- Update existing records
- Standard imports allow your organization to send over a subset of records in order to do incremental updates.
- Full imports require the entire constituent base to be included in your file.
ProTip: Generally we recommend sending all of your needed data fields in every file, but using Standard vs Full imports to choose the set of constituents you are uploading. However, if you wish to divide your file into different data field sets, please consult with our Support Team via firstname.lastname@example.org to ensure you are respecting EverTrue's importer tool field groups.
How Deletions Work
To delete records in EverTrue via a Standard Import, your file must contain our IsDeleted boolean field marked with Y/Yes/1/T/True (as in yes, delete this person).
To delete records in EverTrue via a Full Import, all you have to do is make sure that the records are not in your file. Since full imports rely on all constituents being present in your file, we will remove any records in EverTrue that are not listed in your file.*
*Note, deletions via a Full Import require approval as a safeguard for your data integrity. After a full import is complete, records will be marked as "pending deletion" and an Admin will have to go in and approve those deletions. A deletion report is provided prior to approval, but will not be available after the deletions have processed. If your org would like to bypass this manual approval, we will need to have written consent from an Admin. The bypass allows auto-deletions for any number of records under 2500 or 5% of your data.