The Data Manager Platform is our tool for importing and managing your organization’s data in EverTrue. This guide walks you through the file importing process and answers frequently asked questions to help you make the most of this feature. 

Note: Our previous importer was Console. 

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Setup

1. Log in to Data Manager.
2. Navigate to the Import Data tab and click New Import in the upper-right corner.
3. Upload your file:
   • Under Upload File, either drag and drop a file or select one from your computer. 
   • The first import of a specific file type (e.g., Constituent, Interactions, Proposals) may take longer than subsequent imports. 
4. File pre-check:
   • A File Pre-Check popup will verify that the file is a valid CSV. This popup may be slow to appear for large files.
   • Under Results, you’ll see whether the file validation succeeded or failed (with errors indicated).
   • Click Continue when ready.
5. Select import type:
   • Use the dropdown under Select Import Type to indicate the file type. Standard file types include Comprehensive Contact File (Constituent File), Gifts, Interactions, Portfolio Assignments, Proposals, Volunteer Assignments.
   • Data Manager auto-detects file types based on headers.
6. Choose full or partial import, then click Continue:
   • Full Import: Replaces previously-imported records with records included in the import file.
   • Partial Import: Changes only the records included in the import file.
7. Map fields:
   • Fields supported by the selected file type are listed under Import Template. Some of your file’s column headers will auto-map to these platform fields.
     • Fields with multiple values or datasets (e.g., Solicitation Codes, Addresses, Annual Gift Total, custom fields) include a + or gear icon next to their names. Click these icons to add additional mapping columns. 
     • For a refresher on field descriptions, reference our file guides. 
   • Use drag-and-drop functionality to move column headers from Unmapped Fields. Drag them to their appropriate field under Import Template, or move those you don't want to map to Explicitly Skipped Fields. If you don’t want to map any of these unmapped fields, select Skip All at the top-right of Unmapped Fields. All fields must be mapped or skipped to Continue.      
   • If you see the error “Cannot queue job for pre-processing because there are [X] jobs that need to be completed or cancelled with the first job ID,” this means the listed job ID has not been finalized. Complete or cancel the listed import before starting a new one.  
8. Pre-Processing:
   • Pre-Processing identifies changes, errors, and warnings. This step helps you identify if file changes are needed before the import starts. Look under Results to see:
     • Records Inspected: Number of records inspected during processing.
     • To Be Created: Number of records that will be created (no matching ID found in the platform). 
     • To Be Updated: Number of records that will be updated (new or changed data found).
     • To Be Deleted: Number of records that will be deleted (not included in the file during a Full Import).
     • Unchanged: Number of records that will remain as-is (no new or changed data found). 
     • Skipped: Number of records with duplicate data that will be skipped (remaining records will still be updated).
     • Errors: Number of records that will not be imported due to errors. 
     • Warnings: Number of records with odd formatting (these records will still be updated).
   • Click View Results to download a CSV file detailing errors and warnings. 
9. Start import:
   • After addressing pre-processing results, click Start Import. If instead you need to cancel the import, select Cancel Import. 
10. Download the log file:
    • Upon completion, click Download Log File for detailed results.

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FAQs

Can I use my existing data files for imports?

Yes, you can use existing files without reimplementation or modification for imports. 

Can I go back to using Console?

No, we will disable Console to prevent data issues. 

Can I see these imports in Console?

No, you cannot see any Data Manager imports in Console. Likewise, you cannot view existing Console imports in Data Manager.

Can I skip through the file pre-check and (or) pre-processing steps?

These steps must be completed to perform a file import. 

Can I provide feedback about the Data Manager?

Yes, you can click the Feedback button in the upper-right corner of the Import Data page to provide feedback.

Will I receive email notifications when a file import is completed?

Yes, email notifications are enabled for six import scenarios:

1. File Validation Complete: Your import passed file pre-check. 
2. File Validation Failed: Your import failed file pre-check.
3. Pre-Processing Complete: Your import finished pre-processing. 
4. Pre-Processing Complete with Warnings: Your import finished pre-processing but contains warnings.
5. File Import Complete: Your import has finished importing. 
6. File Import Failed: Your import failed to complete. 

Note: Notifications for “Pre-Processing Complete” do not specify if the import paused due to new file headers. After receiving this notification, check your import to ensure mapping updates are not required. This is a common reason for paused imports. 

Why am I unable to import a new file?

It is possible that you have a pending file import that has completed pre-processing. Please cancel the import for that file before importing a new one.

Why does the number of files inspected in the status breakdown not match the total number of files that are updating, contain warnings, etc.?

A discrepancy may result from some of the Constituent IDs being grouped in the results CSV file. Please view the details in the results file.  

How can I cancel an import job?

You can cancel an import after file pre-check, mapping, or pre-processing. Click Cancel during any of these steps to cancel the job.  

Why is my import file not being accepted?

Ensure the file is a valid CSV and contains all required headers. Error messages will indicate if the file is an invalid CSV or if it is missing headers. 

Why is my Gift File not getting accepted?

It is possible that the “Gifts” gate is not enabled for your organization. If you see an error message “Matched mapping Gifts is not available,” please reach out to genius@evertrue.com and we will enable the setting for you.

How long will previous imports be available?

Imports remain available on the Import Data page for 90 days. 

How can I add additional fiscal years?

Click the gear icon next to the relevant Annual Gift Total field and select the years you want to include.

I am unable to proceed after the mapping step as some fields are being shown as unmapped despite mapping all fields.

It is possible that some fields are not being mapped correctly based on the set up. Please review whether all fields are correctly mapped. Ensure that no fields are visible under Unmapped Fields. If this doesn’t solve the issue, please reach out to genius@evertrue.com for additional help. 

I am stuck/unable to perform an import and do not know how to proceed further.

Please reach to genius@evertrue.com. We will help you resolve any issues you may encounter!

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