-
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,…
-
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.…
-
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,…
-
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,…
-
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…
-
Constituent File
Check out our Constituent File Guide for more information!
-
EverTrue Implementation Overview
We also have a slide deck that walks you through the process even further, feel free to download!
-
Gift Transaction File
Check out our Gift Transaction File Guide to learn more!
-
Proposal File
Take a look at our Proposal File Guide to learn more!
-
Portfolio Assignment File
Check out our Portfolio Assignment File Guide for more information!
-
Interaction File
Check out our Interaction File Guide to learn more!
-
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