eTapestry reports
and dashboards
Bring your eTapestry data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your eTapestry data, connected.
eTapestry tracks your donor accounts and gift transactions, but understanding which fundraising campaigns drive major gifts or how donor engagement patterns affect lifetime value requires connecting to your email platform and marketing tools.
Filament links your eTapestry data to your other systems and answers questions about donor retention, campaign attribution, and giving patterns in plain English.
Data we sync
AccountsExample fields: Ref, Account number
Donor records with contact information, account number, account role type, personas, and custom defined field values for segmentation.
refaccount_numbernameemailaccount_role_typeaccount_defined_valuespersona_defined_values
GiftsExample fields: Ref, Amount
Outright donations with amount, date, fund, campaign, approach, payment method, and any custom defined field values for fundraising performance analysis.
refamountdatefundcampaignapproachvaluable_type
PledgesExample fields: Ref, Amount
Pledged commitments with the original amount, outstanding balance, arrears amount, and next payment date, joined to payments for fulfilment tracking.
refamountoutstanding_balancearrears_amountnext_payment_date
PaymentsExample fields: Ref, Amount
Payments applied against pledges, inheriting the parent pledge's fund and campaign assignment for revenue reconciliation.
refamountdatepledge_reffundcampaign
Recurring Gift SchedulesExample fields: Ref, Frequency
Active recurring giving schedules with frequency, next gift date, next amount, and installment value for retention and forecast analysis.
reffrequencynext_gift_datenext_gift_amountinstallment_amount
Funds, Campaigns and ApproachesExample fields: Name, Type
The fundraising dimensions every transaction is tagged with. Reference tables joined to gifts, pledges and payments by name (not foreign key).
nametype
RelationshipsExample fields: Account1 ref, Account2 ref
Explicit links between accounts (household members, employer or employee, matching gift donors). Flags head-of-household and matching gift relationships.
account1_refaccount2_reftypehoh_accountmatching_gift_account
Defined FieldsExample fields: Ref, Name
Custom field definitions used across accounts, personas, and journal entries. Values are embedded inside each parent record's defined_values JSON.
refnametypecategory
eTapestry works well with

HubSpot
Connect eTapestry donor accounts with HubSpot contact engagement to see which email campaigns and marketing touches lead to increased giving or pledge conversions.

Google Ads
Connect eTapestry journal entries with Google Ads campaign data to track which ad campaigns drive new donors and calculate true cost per acquisition for your fundraising efforts.

Mailchimp
Connect eTapestry gift history with Mailchimp email campaigns to identify which communication strategies increase donor retention and drive recurring gift upgrades.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
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Your questions, answered.
How do I connect eTapestry?
An eTapestry database administrator must enable API access.
- Open Apps in Filament and add eTapestry.
- In eTapestry, go to Management → My Organization → Subscriptions and enable the API Subscription.
- Copy the API Key and Database ID into Filament.
- Add any useful context about your funds, campaigns and custom fields, then complete setup.
If the API Subscription is unavailable, contact your eTapestry account manager.
How far back does Filament sync eTapestry data?
We sync every account and journal entry in your eTapestry database on the initial backfill. After that, syncs run every 6 hours and only pull records changed since the last run using eTapestry's modified or created date watermark. There is no rolling window or hard date cap.
Can I connect multiple eTapestry accounts to Filament?
Yes, you can connect multiple eTapestry accounts to Filament. This is particularly useful for agencies managing multiple nonprofit clients or organizations with separate eTapestry instances for different programs or regional offices.
Does Filament track which campaigns drive the most valuable donors?
Yes, Filament connects your eTapestry campaign and fund data with gift amounts and donor lifetime value calculations. You can ask questions about campaign performance, compare average gift sizes across campaigns, and identify which fundraising efforts attract major donors.
Can I analyze donor retention and lapsed donor patterns?
Yes, Filament analyzes your eTapestry gift history to identify retention trends, calculate donor lifespan, spot lapsing patterns, and segment donors by giving frequency. You can ask about retention rates by acquisition source, time between gifts, or any other donor attribute.
How does Filament handle recurring gift schedules and pledge tracking?
Filament syncs your recurring gift schedules with frequency, next payment dates, and total amounts received, plus pledge commitments with payment applications and outstanding balances. This lets you forecast expected revenue, track fulfillment rates, and identify at-risk recurring donors.
Which eTapestry KPIs can I track?
Fundraising income: total recorded gifts by fund, campaign or approach, keeping payments, pledges and soft credits distinct. Donor retention: prior-period donors who give again divided by all prior-period donors. Pledge fulfilment: payments applied to pledges divided by their pledged amount.


