Importacular User Guide

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  4. Import to Prospect/Proposal
  5. Proposal Area Settings

Proposal Area Settings

Proposal Area Settings allow you to determine what to do with existing proposals in Raiser’s Edge that match the data in your import file.

After you determine what constitutes a match, you can opt to add the proposal no matter what, edit/update the existing proposal or defer to the proposal already in the Raiser’s Edge.