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All About: Data
Contents The Basics File Formatting Protecting Text Encoding List Properties Field Groups Groups that allow for multiple sets within that group Field Types Importing & Mapping Importer Automation…
- updated 6 mths ago
- 199
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Understanding Import Types and Deletions
Contents Establishing Import Types Deleting Records in EverTrue Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full.…
- updated 6 mths ago
- 146
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Updating Your Constituent File for the Next FY Giving
With the turn of the fiscal year, it's time to make sure your institution's fiscal year giving data is up-to-date in EverTrue. The EverTrue platform works best for you and your organization when the…
- updated 6 mths ago
- 108
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Using "Is Deleted" and "Is Deceased" Fields
Contents Understanding "Is Deleted" Understanding "Is Deceased" When building your constituent file, you may choose to include the Is Deleted or Is Deceased fields.…
- updated 6 mths ago
- 82
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Using Interaction Round-Trip
Contents Implementing the Round-Trip Process Looking at a Round-Trip Example Implementing the Single-Trip Option Because your institution can both import interactions and write interactions in…
- updated 6 mths ago
- 140
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Enabling Auto-Deletion for Full Imports
Are you constantly approving a large number of deletions in Console? Do you want your SFTP process to be completely automated when you are importing Full Imports?…
- updated 6 mths ago
- 110
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General Data Protection Regulation (GDPR)
Contents What is GDPR and does it apply to organizations outside the European Union(EU)? How does the GDPR affect EverTrue? What steps has EverTrue taken to be compliant?…
- updated 6 mths ago
- 68
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Using Micro Files
You have the ability to import your constituent file in micro files to support vertical file ingestion. Please refer to our constituent file guide for descriptions of the file fields,…
- updated 7 days ago
- 173
- Data

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