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.
- Group the Constituents who need to have the Appeal added in a Constituent Query
- Globally add the proposals or import the proposals to the constituent records
- Export the constituent import ID and the proposal import ID of the Proposals created in step 1. Select CSV as the export format.
- 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.
- Import the actions