SFTP File Naming Conventions

In order for your file to be read by EverTrue correctly, please use the following naming conventions for the following files.

Files transferred using SFTP must be CSV files ending in ".csv".  EverTrue also supports CSV's compressed in either ZIP formats (which will end in ".csv.zip") or GZIP formats (which will end in ".csv.gz").  
Example: myorg.2012-07-02.csv.zip

To specify a  Full Import

  • Use the keyword ".full." before the file extension. An import defaults to a standard import otherwise.
    Example: myorg-2015-12-01.full.csv

To specify an RM Assignment Import

  • Use the keyword ".solicitors." before the file extension.
    Example:  myorg-2015-12-01.solicitors.csv

To specify an  Interactions File (notes or contact reports):

  • Use the keyword ".interactions." before the file extension.
    Example: myorgnotes-2015-8-10.interactions.csv

To specify a  Proposals File:

  • Use the keyword ".proposals." before the file extension.
    Example: ourproposals-2018.proposals.csv

To specify a file with  Transactional Gifts:

  • Use the keyword ".gifts." before the file extension.
    Example: myorggifts-2015-12-01.gifts.csv

To specify an Volunteer Assignment File:

  • Use the keyword ".assignments." before the file extension.
    Example: myorgvols-2015-12-01.assignments.csv

For the Constituent File:

  • Constituent CSV files do not require a particular naming convention.

Other Notes

  • You may combine these keywords in any order to specify a full interaction, proposal or transactional gift file. Example: myorgnotes-2015-8-10.interactions.full.csv or myorgnotes-2015-8-10.full.interactions.csv
  • We recommend using a consistent naming scheme that creates a unique filename containing the data of the export for each new file uploaded. This filename is recorded in the import history.