Using Micro Files

You have the ability to import your Constituent File in micro files to support vertical file ingestion. Please refer to our constituent file guide for descriptions of the file fields, and our naming convention guide for help with naming your micro files. 

Keep the following details in mind as you explore importing your Constituent File in micro files:

  • This file structure is only available through the Data Manager importer. If you are still using Console, contact genius@evertrue.com to make the switch.
  • We are currently expanding the EverTrue data model so there may be some fields in the importer that are not yet visible in EverTrue.
  • Our importer allows you to do either a full import or a partial import of your data sets, which include any changes since the last import. With the vertical nature of micro files where a constituent can have multiple records, you MUST include all records for the constituent if any record in a specific data set has changed when performing a partial import. For example, if a constituent has three activities and you want to add/update one activity for a constituent, you must also include all three existing activities. Any activity that is not included will get deleted for that constituent.

Below, we've mapped out each micro file type, the fields included within the micro file, and provided sample files to help you get started with using micro files.

Micro File 1: Identity

  • Fields Included: Unique Record ID, Prefix, First Name, Nickname, Middle Name, Last Name, Previous Last Name, Suffix, Ethnicity, Gender, Graduation Year, Is Deceased?, Is Deleted?, Household ID
  • Sample File

Micro File 2: Constituency

  • Fields Included: Unique Record ID, Constituency
  • Sample File

Micro File 3: Solicitation Code

  • Fields Included: Unique Record ID, Solicitation Code
  • Sample File

Micro File 4: Activity

  • Fields Included: Unique Record ID, Activity
  • Sample File

Micro File 5: Sports/Athletics

  • Fields Included: Unique Record ID, Sport/Athletics
  • Sample File

Micro File 6: Address

  • Fields Included: Unique Record ID, Address Type, Line 1, Line 2, Line 3, City, State, ZIP Code, Country, Is Primary?
  • Sample File

Micro File 7: Email

  • Fields Included: Unique Record ID, Email Type, Email, Email Is Primary?
  • Sample File

Micro File 8: Phone

  • Fields Included: Unique Record ID, Phone Type, Phone, Phone Is Primary?
  • Sample File

Micro File 9: Education

  • Fields Included: Unique Record ID, School Name, Degree, Major, Year
  • Sample File

Micro File 10: Employment/Work

  • Fields Included: Unique Record ID, Title, Function, Company, Industry
  • Sample File

Micro File 11: Relationship

  • Fields Included: Unique Record ID, Relationship Type, Family Member Name, Family Member ID
  • Sample File

Micro File 12: Total Giving

  • Fields Included: Unique Record ID, Donor Score, Capacity Score, Capacity Value (not yet in EverTrue), Engagement Score, Lifetime Giving Amount, Lifetime Hard Credit Amount (not yet in EverTrue), Lifetime Soft Credit Amount (not yet in EverTrue), Largest Gift Amount, Largest Gift Date, Largest Gift Label, Last Gift Amount, Last Gift Date, Last Gift Label, Pledge Balance, Original Pledge Amount (not yet in EverTrue), Remaining Pledge Amount (not yet in EverTrue), Total Pledge Payment Count (not yet in EverTrue), Recurring Payment, Planned Gift (not yet in EverTrue)
  • Sample File

Micro File 13: Annual Gift Total

  • Fields Included: Unique Record ID, Fiscal Year Label, Fiscal Year
  • Sample File

Micro File 14: Custom Field (by Field)

  • Fields Included: Unique Record ID, Custom Field 
  • Sample File

For any other questions reach out to EverTrue Support at genius@evertrue.com.

Was this article helpful?

Reply

null

Content aside

  • 1 yr agoLast active
  • 1052Views
  • 1 Following