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