Step 2 - The Data Sync Specifics

Step 2 - The Data Sync Specifics


  1. Complete the Consultation Call with the Implementation Team
    1. This is when we review the process and answer any questions 
  2. Complete the Data Sync Worksheet here
    1. The worksheet will ask if Categorized Giving should be included. Learn more about Categorized Giving here.
  3. Connect the EverTrue Data Sync App - see the instruction here
  4. Extract the Data from RE NXT - see the instructions here
  5. Send the constituent file to the EverTrue Loading Dock
  6. EverTrue team uploads first set of files to EverTrue platform
    1. EverTrue team will gather the data out of RE to import to EverTrue
  7. Data Review & Verification
    1. For this step, together we will review all of your data to ensure that the platform is configured correctly. 
  8. Automatic Data pulls enabled - this is it! Now the data will be automated!