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.

You can update the assigned appeals with the corrected date through an export and import.

    • Save and close the query
    • On the Output tab, select:
      • Biographical, Import ID
      • Appeals, Import ID

        Note: In the assigned appeal criteria, select the appeal used in your query and export one appeal
      • Appeals, date
      • Export the file in a Comma Separated file format
      • In Excel, open the file and update the appeal dates
      • Save and close the file
      • In Administration - Import, create a new Constituent Appeal import
      • On the General tab, to update existing records
      • Select a file location for the Import file created in Steps 3-8
      • Choose Constituent Import ID as identifier
      • Go to the Fields tab and map to the appropriate fields Constituent Import ID, Appeal Import ID, and Date ID
      • Import the updates