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 solution.
- Click Admin, Import.
- Select Constituent, Proposal and click New.
- Import the data file selecting to update existing records or to import new records, as appropriate.
- The required fields are:
- Import ID (ImportID)
- Name (PRName)
- Proposal Import ID (PRImpID)
- Proposal Attribute Category (PRAttrCat)
- Proposal Attribute Description (PRAttrDesc)
- Proposal Attribute Import ID (PRAttrImpID)
For more information, refer to the Proposal Fields section of the Import Guide (PDF).