Adding Transactional Giving

Transactional Giving is EverTrue's most detailed system for giving data. Imported as a separate data file, gift transactions enhance your platform experience by allowing you to drill into past gifts and filter on this information.  

To view the details of the gift transaction, in the constituent record, select Giving, scroll down to the Gift Transactions panel and locate the gift. Click the amount of the gift for more details. 

To enable transactional giving:

  1. Email and tell us that you would like to begin importing a transactional giving file.
  2. Review the Gift Transactions File Guide and draft a file. 
  3. Once we have enabled the feature for you, import your new file and review the data in EverTrue
  4. If you are currently importing files via SFTP, make sure to add this file to your nightly load.