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Configuring Total Giving and Categorized Giving Data from Raiser's Edge NXT
Configuring Total Giving Raiser's Edge NXT can count total giving by either campaign or cash in the door. When counted by campaign, the following gift types (including hard and soft credit) are…
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Importing Categorized Giving Data for Volunteers
Your institution may be running a volunteer program that includes pools of volunteers assigned to solicit for a particular initiative, and you may only want to display a specific set of giving…
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Navigating Gift Transactions
Understanding Gift Transactions A variety of gift transaction records such as pledge balances or recurring payments exist in EverTrue. These types of payment recording insights can be imported into…
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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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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.…
