how-to

  • Exporting Contact Updates

    As a data administrator for your institution, you have access to monitor and approve or reject incoming contact updates from your users. All incoming contact updates first go to data.evertrue.…

  • 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…

  • Navigating Trips & Meetings Features

    While we explored how to create trips and meetings and how to collaborate on trips in separate articles, we want to note some additional useful features you will have access to within your Trips &…

  • All About: Trips & Meetings

    What are EverTrue Trips & Meetings? Planning your next trip or meeting in EverTrue is easier with EverTrue's Trips & Meetings! This feature helps traveling fundraisers prioritize, schedule,…

  • Creating and Viewing Lists (Mobile)

    Using a Constituent Profile Similar to adding constituents to newly created or existing lists on the web, you can add constituents to lists and view existing lists via your mobile device (iOS only).…

  • 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…

    • updated 1 yr ago
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  • All About: Proposals

    What are Proposals in EverTrue? Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts.…

  • Managing Lists

    Lists help you organize key prospect segments, and managing them is easy! Below, we will walk you through how to organize lists into folders, filter lists to narrow your focus, edit list members,…

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    • Lists

  • Import Error Glossary

    Diagnosing Import Errors After importing a file to EverTrue, your Summary Report may contain some error messages. Not all are major issues that require action,…

  • Troubleshooting EverTrue Log-In Errors

    Logging in to EverTrue should be an easy process, but we are here to help if something goes awry! Below, we've compiled our go-to troubleshooting suggestions to ensure that you are able to get in…

  • All About: Lists

    What are Lists? EverTrue’s Lists help you organize and collaborate. You can save groups of constituents for easy reference or work with teammates on fundraising projects For example,…

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  • Removing Incorrect Enriched Data

    EverTrue enriched data provides valuable insights to your constituent records, supporting your engagement efforts. However, incorrect or outdated information may occasionally appear.…

  • Setting Up Scheduled Exports

    An exciting feature in EverTrue is the ability to schedule exports! Customers have the ability to schedule daily export files at a time they choose and have them delivered to them via secure FTP.…

  • 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…

    • updated 1 yr ago
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    • Data

  • Using Interaction Round-Trip

    Because your institution can both import interactions and write interactions in EverTrue, we've developed a round-trip process to help ensure data is synced daily.…

    • updated 1 yr ago
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    • Data

  • 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…

    • updated 1 yr ago
    • 899
    • Data

  • Enabling Auto-Deletion for Full Imports

    Are you constantly approving a large number of deletions in Console? Do you want your SFTP process to be completely automated when you are importing Full Imports?…

    • updated 1 yr ago
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    • Data

  • Naming Your SFTP Files

    If your organization is using EverTrue's Data Manager Platform or Console to import files, review this article to understand necessary naming conventions.…

  • 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,…

  • 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!…

  • Using the Map and App Navigation (Mobile)

    We've created a video of helpful tips for using your EverTrue map features and app navigation within our mobile app. If you are interested in learning about how to use search filters and reviewing…

  • Using Search Filters and Profiles (Mobile)

    We've created a video of helpful tips for using EverTrue search filters and reviewing constituent profiles within our mobile app. If you are interested in finding out how to use the map and app…

  • 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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