eTapestry
Filament

Ask questions about your eTapestry data

Connect eTapestry to Filament and turn your data into instant reports and dashboards. No spreadsheets. No setup. Just ask questions and get answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

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.

Metrics dashboard
Finance dashboard
SEO dashboard

Track eTapestry KPIs with Filament Analytics

Connect your eTapestry account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key eTapestry metrics you can track in Filament:

Accounts
Donor records with contact information, account number, account role type, personas, and custom defined field values for segmentation.
records:
refaccount_numbernameemailaccount_role_typeaccount_defined_valuespersona_defined_values
Gifts
Outright donations with amount, date, fund, campaign, approach, payment method, and any custom defined field values for fundraising performance analysis.
records:
refamountdatefundcampaignapproachvaluable_type
Pledges
Pledged commitments with the original amount, outstanding balance, arrears amount, and next payment date, joined to payments for fulfilment tracking.
records:
refamountoutstanding_balancearrears_amountnext_payment_date
Payments
Payments applied against pledges, inheriting the parent pledge's fund and campaign assignment for revenue reconciliation.
records:
refamountdatepledge_reffundcampaign
Recurring Gift Schedules
Active recurring giving schedules with frequency, next gift date, next amount, and installment value for retention and forecast analysis.
records:
reffrequencynext_gift_datenext_gift_amountinstallment_amount
Funds, Campaigns and Approaches
The fundraising dimensions every transaction is tagged with. Reference tables joined to gifts, pledges and payments by name (not foreign key).
records:
nametype
Relationships
Explicit links between accounts (household members, employer or employee, matching gift donors). Flags head-of-household and matching gift relationships.
records:
account1_refaccount2_reftypehoh_accountmatching_gift_account
Defined Fields
Custom field definitions used across accounts, personas, and journal entries. Values are embedded inside each parent record's defined_values JSON.
records:
refnametypecategory
Filament Pixel Logo

Combine eTapestry with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, eTapestry lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
xero
hubspot
intercom
raisely
salesforce-connector
stripe
google-ads
ga4
gsc
meta_ads
campaign_monitor
customerio
funraisin
instagram_business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
spreadsheets
woocommerce
etapestry
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support
attio
xero
hubspot
intercom
raisely
salesforce-connector
stripe
google-ads
ga4
gsc
meta_ads
campaign_monitor
customerio
funraisin
instagram_business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
spreadsheets
woocommerce
etapestry
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support

Your eTapestry data gets even more powerful when combined with other tools:

eTapestry
HubSpot

eTapestry + HubSpot

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

eTapestry
Google Ads

eTapestry + 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.

eTapestry
Mailchimp

eTapestry + Mailchimp

Connect eTapestry gift history with Mailchimp email campaigns to identify which communication strategies increase donor retention and drive recurring gift upgrades.

Benefits of Filament's eTapestry Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your eTapestry account

Connect your eTapestry account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your eTapestry data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build eTapestry dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by a built-in analyst that understands plain English. Instead of struggling with complex tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining instant reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organization's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

eTapestry integration FAQ

Everything you need to know about connecting eTapestry with Filament and getting the most out of your data.