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).