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. Group the Constituents who need to have the Appeal added in a Constituent Query
  2. Globally add the proposals or import the proposals to the constituent records 
  3. Export the constituent import ID and the proposal import ID of the Proposals created in step 1. Select CSV as the export format.
  4. Open the file created in step 2 and add the appropriate values for a constituent action import. Retain the column containing the proposal import IDs in order to link the existing proposals with the actions to be imported.
  5. Import the actions