Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
  1. Create a constituent proposal import file.
  2. On the Fields tab, select the fields required for a Proposal import and, if not already selected, the field(s) to be changed.
  3. Open the CSV file in Excel.
  4. Make the appropriate changes to the import file. Delete the proposals you do not want to change. 
  5. Save and close the import file.
  6. Import the CSV file using a Proposal import.
  7. On the General tab, select Update existing records.
  8. Select all other appropriate options and complete the import process.