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Exporting Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…
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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.…
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Exporting Career Moves Data
If you are an EverTrue Owner who is part of an organization using Career Moves, you will receive fresh, downloadable career change data every quarter! This data will be available in an two export…
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Exporting Relationship Management Assignments
If you are an EverTrue Owner who needs to export a file of all prospects and assignments, track Frontline activity, or automate data roundtrips, EverTrue makes it easy to export your relationship…
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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…
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Setting Up Scheduled Exports
EverTrue offers the ability to “set it and forget it” with scheduled exports. If you are an EverTrue Owner, you can schedule automated daily exports to run at a designated time and have them…