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All About: Data File Guides
Are you just starting with EverTrue? Need to complete another import? Want to refresh your data? Check out our file guides below to help accomplish these needs! While reviewing,…
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Formatting CSV Files
Contents File Formats Currently, EverTrue only accepts CSV (comma-separated values) files. Tab or pipe delimited files are not accepted. File Formats File must be CSV (comma-separated values).…
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Formatting Gift Files
Contents Gift Crediting Multiple Soft Credits EverTrue's gift transaction file is a great way for users to be able to see a more robust view of each individual gift on a record's profile.…
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Structuring Giving Data
Contents Total (Summarized) Giving Categorized (Summarized) Giving Adding Categorized Giving Enabling Giving Categories Transactional Giving Adding Transactional Giving Enabling Transactional Giving…