Proposal export import

I've not done this personally so don't have a template, but this is how I'd do it. Due to RE not having a query or export type of "proposal", you'll probably have to export all proposals for constituents who have at least one active proposal and then delete the inactive ones from your file before importing the data back in.


Create a constituent query with the criteria "Prospect Proposal Is Inactive equals No" to select the relevant constituents. Though you could use Export to get your list of proposals, I would actually use Import to export the initial data (despite its name, it can perform both functions!) as it will create a file that contains all the required fields and will name the columns so they will automatically map to the correct fields when you're ready to import back in.


Create a new Constituent Proposal import, select "create import file" rather than "create new records" and click on "include" to select your query. You can either choose to include all fields or you can pick and choose only the ones you need. Click the "create now" button to export your proposal data, open the new file, delete any inactive proposals and add your likelihoods. Save and close the file.


Create another Constituent Proposal import (or you could simply re-open the first one and change it to "update existing records" rather than "create import file") and select the file you exported earlier. You should find the "fields" tab automatically maps all the columns because they have names that RE recognises, so just check any boxes to create control reports etc. and then click "import now".


If you're not confident with using imports, you could run the import in "validate data only" mode first to check that there aren't any problems.