ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAG
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Field
InteractionImportId
InteractionEverTrueId
ConstituentImportId
ConstituentEverTrueId
ConstituentHouseholdId
CategorySubstantiveInteractionTypeInteractionPurposeCreatorUserImportId
CreatorUserEverTrueId
ProposalImportIdProposalEverTrueIdAuthorNameAuthorImportId
AuthorEverTrueId
SummaryTextDateOccurredCreatedAtUpdatedAtDeletedSolicitor1ImportIdSolicitor1EverTrueIdSolicitor1NameSolicitor2ImportIdSolicitor2EverTrueIdSolicitor2NameSolicitor3ImportIdSolicitor3EverTrueIdSolicitor3NameCustom Field: [Field Name]
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DefinitionYour CRM’s ID for the interaction.EverTrue assigns an ID to interactions that originate in EverTrue. This value is important for you to retain in your database if you are using a round-trip interactions import process. Your CRM’s ID for the constituent associated with the interaction.EverTrue’s ID for the constituent. You do not need to retain this in your database.The identifier used to link a constituent to a specific household. This field may be populated from your CRM (if importing), or it may be based on relationship type data mapped as “spousal” in EverTrue.The overarching category for the interaction type. This value is assigned by EverTrue and is not required to retain in your database.Indicates whether or not the interaction was flagged as substantive.The type of interaction selected by the user (e.g., Phone Call, Email).The purpose selected for the interaction (e.g., Identification, Qualification).Your CRM’s ID for the user who created the interaction.Their EverTrue IDEverTrue’s ID for the user who created the interaction.Your CRM’s ID to identify a proposal linked to the interaction. This field will be blank if the interaction is not logged on a proposal.EverTrue’s ID to identify a proposal linked to the interaction. This field will be blank if the interaction is not logged on a proposal. The ID EverTrue uses to identify a proposal linked to an interaction. You do not need to retain this in your database.First and last name of the interaction’s author.Your CRM’s ID for the author of the interaction.Their EverTrue IDThe summary of the interaction.The full body of the interactionThe date the interaction took place.The timestamp when the interaction was created.The timestamp when the interaction was last edited.Indicates whether or not the interaction has been deleted.Your CRM’s ID for the interaction’s solicitor. The number of solicitors allowed to get credit for each interaction is set during the interaction form creation process. The maximum number of allotted solicitors will reflect in the CSV export as a static set of columns. If no maximum is set, the number of solicitor columns in your export may vary.EverTrue’s ID for the solicitor. You do not need to retain this ID in your database.The name of the interaction’s solicitor An option for a second person who might be getting credit for this interaction.That second person's EverTrue IDThat second person's name An option for a third person who might be getting credit for this interactionThat third person's EverTrue IDThat third person's nameFields beginning with "Custom Field:" represent custom interaction fields created by your organization. These appear in the export with the field label used in your interaction form.
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Example303457997263425051431717739MWLJ12307704A:12289677MEETINGFALSEMeetingIdentificationmeggiepatterson146664146664Meggie Pattersonmeggiepatterson146664146664TestHad a good meeting with Cornelius follow up with some material on the soccer field immediately.2018-06-05T18:46:25.424+00:002018-06-05T18:48:36.831+00:002018-06-05T18:48:36.831+00:00FALSEkelleyjohnson291471Kelley Johnson
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