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:

  1. Email genius@evertrue.com 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.