Volunteer Interactions Export & Format
All interactions written by a volunteer in Volunteer by EverTrue (web or mobile) will be captured for your organization to use in EverTrue and export for your records.
How to Export Volunteer Interactions
- Open your user menu in the upper-right corner and go to "Settings."
- Go to the "Export Data" tab where you'll find the Volunteer Interactions export.
- From here, you can choose to run a manual export and select your timeframe, or schedule a daily export via SFTP.
Your Volunteer Interactions will be exported as a standard CSV file. A sample file can be found here. Please note that your export format may differ based on the settings enabled for your institution.
All Volunteer Interactions will be marked as one of the following types: Volunteer Text Message, Volunteer Phonecall, Volunteer Social, Volunteer Email, Volunteer Note.
Definitions for Commonly Asked About Fields
InteractionImportId - Not currently in use. This will always be a blank column.
InteractionEverTrueId - EverTrue assigns an ID to interactions written by your volunteers in our system. This value is useful if you are hoping to import these interactions to your database.
ConstituentImportId - This is your ID for the constituent the interaction is associated with.
ConstituentEverTrueId - This is EverTrue's internal ID for your constituents. This is not important for you to retain.
InteractionType - The type of interaction selected by your volunteer. The only possible values are Volunteer Text Message, Volunteer Phonecall, Volunteer Social, Volunteer Email, Volunteer Note. This column will never be blank.