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Implementation & Data

Implementation & Data

Implementation

All About: EverTrue Implementation
Getting Started with Data Manager
Mapping IDs in Console
5 articles Active 11 mths ago

Data

All About: Data
Understanding Import Types and Deletions
Updating your Constituent File for Next Fiscal Year Giving
8 articles Active 10 mths ago

Formatting

All About: Data File Guides
Formatting CSV Files
Formatting Gift Files
4 articles Active 1 yr ago

RE NXT

Using Automated Data Sync with Raiser's Edge NXT
Configuring Gift Transaction Data from Raiser's Edge NXT
Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT
5 articles Active 9 mths ago

SFTP Automation

Getting Started with SFTP Data Automation
Naming your SFTP Files
Troubleshooting SFTP Imports
3 articles Active 1 yr ago

Exports

Exporting Data Manually
Exporting Contact Updates
Exporting Career Moves Data
6 articles Active 1 yr ago

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    https://www.evertrue.com/resources/ai-and-advancement-annual-giving/
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