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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

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