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Updating Your Constituent File for Next Fiscal Year Giving
With each turn of the fiscal year, it's time to make sure your institution's fiscal year giving data is up-to-date in EverTrue. The EverTrue platform works best for you and your organization when the…
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Delivering Data from Raiser's Edge NXT to EverTrue
We spoke with Bonny Morris, the Director of Annual Giving and Database Manager at Proctor Academy about their experience managing the flow of data from Raiser’s Edge (RE) NXT to EverTrue.…
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Using "Is Deleted" and "Is Deceased" Fields
When building your constituent file, you may choose to include the Is Deleted or Is Deceased fields. Let's take a look at what these fields indicate and why they are important!…
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Understanding Import Types and Deletions
Establishing Import Types EverTrue offers customers two types of imports, Standard (partial) & Full. Standard (partial) Imports: This import type allows your organization to send over a subset of…
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Getting Started with SFTP Data Automation
Here at EverTrue, we offer the ability to automate data transfers from your CRM. We highly encourage your organization to pursue this option if available to you.…
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Mapping IDs in Console
Every time you import a unique .csv file format into Console, EverTrue generates an associated mapping ID for that format. The mapping ID can be found in the upper-left corner of an import,…
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Using EverTrue's Loading Dock
Whether you are in the implementation stage or working with us to improve your existing data files, EverTrue's Loading Dock provides you with an easy way to upload files for review and import!…
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All About: Filters
What are Filters? Using filters, EverTrue gives you the power to narrow down your constituent base using criteria from your database and our integrations.…
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Spot Checking Your Data
We've pulled together our best tips and tricks to spot-check your constituent data after successfully uploading it to EverTrue! We recommend using this article as a resource for moments when you want…
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Updating a Contact (Web)
Suggesting a Contact Update Need to update the contact info of one of your prospects? When you look up a constituent in EverTrue, you now have the ability to suggest an update or change directly from…
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Configuring SSO Authentication
Logging in with SSO EverTrue offers authentication with any SAML 2.0 standard compatible Identity Provider. If SSO is enabled, users will take the following steps to log in:…
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Connecting Eventbrite to EverTrue
Connecting your institution's Eventbrite account to EverTrue gives your users the ability to see constituent's engagement with your events, as well as the breakdowns of how constituents have…
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Setting up Portfolios
If your institution is moving over to the new data model for Portfolios (from My Portfolio to Portfolios) or adding Portfolios into EverTrue for the first time,…
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Exporting Interactions
If your organization is using EverTrue's Interaction Form, you have the ability to export interactions written in the EverTrue platform both manually or by using scheduled exports.…
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Exporting Data from a Saved Search or List
EverTrue offers you the ability to export a set of constituent data from either your saved search results or a list you've created. To export this data,…
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Adding Custom Fields to Your Database
Implementing Custom Fields EverTrue allows your institution to implement custom fields at the constituent level to ensure that any additional data points your team needs in the product(s) are…
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All About: Career Moves
What is Career Moves? Career Moves refers to our high quality, fresh and accurate job changes and career insights that are delivered quarterly by EverTrue to accounts using the feature.…
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Exploring Windfall Philanthropic Interests
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly onto EverTrue constituent profiles. Windfall collects information about your most affluent individuals.…
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Using Windfall Wealth Data
EverTrue has teamed up with Windfall Wealth Screening to pull wealth indicators directly into EverTrue! Windfall collects information about your most affluent individuals.…
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Structuring Giving Data
EverTrue has a three-tier giving structure that allows for a robust platform experience. A complete giving data load includes all three components. Learn more about the different data types below.…
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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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General Data Protection Regulation (GDPR)
The General Data Protection Regulation (GDPR), which came into effect on May 25th, 2018 will set the new standard for consumer rights regarding the protection of their data across the world.…
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Exporting Data Manually
If you are an EverTrue Owner and your institution is entering interactions, proposals, or assignments in EverTrue, you can manually export that data at any time.…