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EverTrue Implementation Overview
We also have a slide deck that walks you through the process even further, feel free to download!
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Constituent File
Check out our Constituent File Guide for more information!
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Gift Transaction File
Check out our Gift Transaction File Guide to learn more!
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Portfolio Assignment File
Check out our Portfolio Assignment File Guide for more information!
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Interaction File
Check out our Interaction File Guide to learn more!
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Proposal File
Take a look at our Proposal File Guide to learn more!
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Automating File Transfer
Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager
Content aside
Category actions
Everything you need to know about the implementation process!