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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
Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full. Standard (partial) Imports: This import type allows your organization to send over a subset of…
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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
When building your constituent file, you may choose to include the Is Deleted or Is Deceased fields. Let's take a look at what these fields indicate and why they are important!…
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Using Interaction Round-Trip
Because your institution can both import interactions and write interactions in EverTrue, we've developed a round-trip process to help ensure data is synced daily.…
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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)
The General Data Protection Regulation (GDPR), which came into effect on May 25th, 2018 will set the new standard for consumer rights regarding the protection of their data across the world.…
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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,…