Data Format Guides

Are you just starting with EverTrue? Need to complete another import? Want to refresh your data? Check out our Field Reference Guides below by selecting the guides that pertain to your institution. Please thoroughly read the reference guides as they include a lot of great information and need-to-knows.

Field Reference Guides

Start with our Data Overview guide to review our data process, tips and tricks, and more.

Required Files

1. Constituent File Guide & Sample File

2. Interactions File
3. Gift Transactions File
4. Proposals File

Additional Files

EverTrue will notify you of any additional files needed for your implementation. 

• Relationship Management Assignments
• Volunteer Assignments

For any other questions reach out to the Genius Team at genius@evertrue.com.