Step 3 - Complete the Worksheet

Step 3 - Complete the Worksheet

It is an online worksheet and can be completed here.

It is only a few questions that will help us to make the Data Sync work for you.

In addition, we have included the worksheet questions below to help you prepare.


Constituent Data

  • General Information
    • Would you like to include deceased constituents? We encourage you to include deceased constituents for a more holistic view of your data
    • Would you like to include inactive constituents?
    • Do you identify your constituents by system ID or constituent/lookup ID 
    • EverTrue? (Most schools use constituent/lookup ID)
  • Additional Properties
    • Would you like to list inactive constituent codes or omit them?
    • What is/are the custom field name(s) you use to store extracurricular activity participation? Do you store the data as the value or comment? (See illustration below)

    • What is/are the custom field name(s) you use to store athletics participation? Do you store the data as the value or comment? (See illustration above)
    • Would you like to include inactive addresses, emails, or phone numbers? We encourage you to include inactive contact information to improve enrichment data matching. Upcoming enhancements to the importer will allow you to hide inactive contact information
    • Addresses, Emails, and Phone Numbers
  • Employment
    • What relationship type(s) do you use to indicate a constituent’s current employer? (e.g., “Current Employer,” “Employment”)
    • What relationship type(s) do you use to indicate a constituent’s past employer(s) (e.g., “Prior Employer,” “Previous Employment”) 
  • Total Giving
    • Would you like to include categorized giving? If so, please indicate how your categories are defined. Available options include minimum gift amount, maximum gift amount, and designation(s)
    • What category of rating would you like to pull for the capacity score, engagement score, and donor score? (By default, we pull the most recent active rating for the specified category.)
  • Custom Fields
    • What are the names of custom fields (if any) you would like included? Is the data you would like to import into EverTrue stored as a value or comment (see illustration above)? 
    • Is this data a number, text, or boolean (yes/no or true/false) value?

Interaction Data

  • Would you like to import interaction data?
  • Are there any interaction types (e.g., “Task/Other”) you would like to exclude?

Proposal Data

  • Would you like to import proposal data?

Gift Transactions

  • Would you like to import gift transaction data?