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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
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EverTrue Implementation Overview
We also have a slide deck that walks you through the process even further, feel free to download!
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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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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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All About: EverTrue Implementation
Getting Started with Implementation Once you partner with EverTrue and complete a Kick-Off Call with your Customer Success Manager (CSM) and Implementation Partner,…
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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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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,…
