Help Center
Contact Us
Sign Up
Login
Let's Do This Together
Search
HomeUsing EverTrueImplementation & Data

Exports

  • Filter
  • Tags
Follow
  • Exporting Data Manually

    Contents Exporting Data Manually Downloads Section Scheduled Exports If your institution is entering Interactions, proposals, or assignments in EverTrue,…
    • updated 6 mths ago
    • 94
    • Exports
  • Exporting Contact Updates

    As a data administrator for your institution, you have access to monitor and approve or reject incoming contact updates from your users. All incoming contact updates first go to data.evertrue.…
    • updated 6 mths ago
    • 84
    • Exports
  • Exporting Career Moves Data

    EverTrue will check for career changes every 90 days, though the frequency may vary from institution to institution. Historical data is available for exporting as well.…
    • updated 6 mths ago
    • 100
    • Exports
  • Exporting Relationship Management Assignments

    Contents Exporting Relationship Management Assignments Editing your Relationship Management Assignment Schedule Understanding Export Format Defining Common Export Fields Whether you simply want a…
    • updated 1 mth ago
    • 165
    • Exports
  • Accessing Your Exports

    You can view the status of any EverTrue export, including constituent data, interactions, gifts, or assignments, by going to your User Menu in the upper-right corner of your screen and selecting…
    • 6 mths ago
    • 85
    • Exports
  • Setting Up Scheduled Exports

    Contents How to Set Up Scheduled Exports What Timeframe is Included in an Export File? An exciting feature in EverTrue is the ability to schedule exports!…
    • updated 1 mth ago
    • 185
    • Exports
Back to top

Tags

A collection of original content that celebrates innovative thinking in fundraising.
Learn more
Solutions
  • Major Gifts
  • Annual Giving
  • Prospect Research
  • Alumni Relations
  • Advancement Services
  • Volunteer Managers
  • Athletics
How it works
  • Product
  • Integrations
Company
  • Company
  • Careers
  • News
Customers
  • Customer Stories
  • Customer Success
  • EverTrue University
Learn
  • RAISE Blog
  • RAISE Podcast
  • RAISE Live
  • EverTrue Studios
Privacy Policy Cookie Preferences
© 2023 EverTrue, Inc.
Facebook Twitter Instagram Linkedin
Powered by Forumbee

Home

  • Using EverTrue
    • EverTrue Basics
      • Getting Started
      • Constituent Profiles
      • Saved Searches
      • Lists
      • Interactions
      • Trips & Meetings
      • Proposals
      • Mobile
    • Implementation & Data
      • Implementation
      • Data
      • Formatting
      • RE NXT
      • SFTP Automation
      • Exports
    • Account & Troubleshooting
      • Account
      • Troubleshooting
    • Add-Ons & Integrations
      • Launchpad
      • Career Moves
      • Windfall
      • Portfolios
      • Facebook Integration
      • Eventbrite Integration
      • Emma Integration
      • Miscelaneous Integrations
    • EverTrue Beta Testing
      • Filters Beta
      • Bookmarked Searches
      • Dynamic Lists
  • Volunteer by EverTrue
    • For Admins
      • Getting Started
      • Volunteer Pools
      • Volunteer Featuers
      • Volunteer Data
    • For Volunteers
      • Volunteer Basics
      • Volunteer for Mobile
      • FAQs and Troubleshooting
  • Guides & Use Cases
    • Alumni Relations Playbook
    • Relationship Management Playbook
    • Annual Giving Playbook
    • Volunteer Management Guide
    • Use Cases
  • EverTrue Platform Trainings
  • EverTrue Updates

Tags