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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 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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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…