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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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All About: TrueView Insights
What are TrueView Insights? Welcome to EverTrue's TrueView Insights! TrueView is EverTrue's solution to providing you with the ultimate constituent profile.…
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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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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,…
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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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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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Configuring Data Syncs with Raiser's Edge NXT
When syncing with Raiser's Edge, we pull data to build five files: Constituent, Gift Transactions, Interaction, Proposal, and Portfolio Assignment. Below,…
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All About: Data
The power of EverTrue begins with your organization's data. Mix in our revolutionary platform and intuitive interface to arrive at the finest software available to non-profit advancement teams today.…
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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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Using Automated Data Sync with Raiser's Edge NXT
What is the Automated Data Sync? EverTrue's new automated Data Sync is an API-driven data connection for accounts using Raiser's Edge NXT that allows data from this platform to automatically send to…
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Getting Started with Data Manager
The Data Manager Platform is where our importer lives (it will not be visible until enablement). Follow the steps below to get started on importing using the Data Manager Platform.…
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Configuring Gift Transaction Data from Raiser's Edge NXT
Please keep the following insights in mind when configuring gift transaction data using Raiser's Edge NXT: To ensure there is no duplication of gift IDs (e.g.…
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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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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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All About: Constituent Profiles
What are Constituent Profiles? Get to know the EverTrue Constituent Profile! This will be your home base for all things constituent insights and data. We've recently made some changes to the layout,…
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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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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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Getting Started with Windfall
Understanding Windfall and its Benefits Windfall is a wealth screening company that collects information about your most affluent individuals, identifying constituents with a household net worth of…
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Using Facebook Reaction Filters
It is all about emotion these days! With the release of Facebook Reactions, Facebook users are now able to more granularly interact with your posts. Couple that with EverTrue,…
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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 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.…
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Understanding your Volunteer Pool Report
Volunteer Insights provides pool-level reporting on your pool and volunteer performance. By setting monetary and participation goals, as well as the option to configure a custom timeline,…
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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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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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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…