exports

  • Automating File Transfer

    Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager

  • Using EverTrue & Eventbrite

    Once you've connected your Eventbrite account to EverTrue, your event information will populate in the Events tab (within 24 hours). Here you'll see a feed of all events,…

  • Exporting Career Moves Data

    If you are an EverTrue Owner who is part of an organization using Career Moves, you will receive fresh, downloadable career change data every quarter! This data will be available in an two export…

  • Setting Up Scheduled Exports

    EverTrue offers the ability to “set it and forget it” with scheduled exports. If you are an EverTrue Owner, you can schedule automated daily exports to run at a designated time and have them…

  • Exporting Proposals

    If you are an EverTrue Owner who is part of an organization that allows users to write proposals in-platform, you can export that proposal data either manually or through scheduled exports.…

  • Exporting Volunteer Assignments

    If you are an EverTrue Owner who needs to export a file of all volunteers, prospects, assignments, and pools or simply want to regularly track volunteer activity,…

  • Exporting Interactions

    If you are an EverTrue Owner who is part of an organization that allows users to write interactions in-platform, you can export that interaction data either manually or through scheduled exports.…

  • 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.…

  • 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.…

  • Exporting Relationship Management Assignments

    If you are an EverTrue Owner who needs to export a file of all prospects and assignments, track Frontline activity, or automate data roundtrips, EverTrue makes it easy to export your relationship…

  • Annual Giving Playbook (Chapter 4): Track Outreach & Results

    Using the export function in EverTrue, you can use a number of channels to reach your constituents. Remember, EverTrue is one of many tools in your toolbox, so the options are endless!…

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