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All About: Data
The power of EverTrue begins with your organization's data. Mix in our revolutionary platform and intuitive interface to arrive at the finest software available to non-profit advancement teams today.…
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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.…
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Updating your Constituent File for Next Fiscal Year Giving
With each 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…
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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.…
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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…
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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?…
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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?…
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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,…