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Admin Volunteer Reports
As a volunteer administrator, it can be helpful to have a full view of your EverTrue Volunteer setup in order to more easily and effectively manage your program.…
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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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Exporting Volunteer Interactions
All interactions written by a volunteer in Volunteer by EverTrue, in web or mobile, will be captured for your organization to use in EverTrue and export for your records.…
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Configuring Your Interaction Form
Establishing Internal Expectations There is a lot to consider when setting up and configuring your interaction form in EverTrue. Use the guide below to help you through the process and make sure…
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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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Formatting Gift Files
EverTrue's gift transaction file is a great way for users to be able to see a more robust view of each individual gift on a record's profile. Use this guide in order to properly format your gift file…
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Formatting CSV Files
Currently, EverTrue only accepts CSV (comma-separated values) files. Tab or pipe delimited files are not accepted. File Formats File must be CSV (comma-separated values).…
