If you are an EverTrue Owner who is part of an organization that allows users to write proposals in-platform, you can export that proposal data either manually or through scheduled exports. 

Below, we will walk you through how to export proposals and what to expect in your export file. Let’s get started!

Note: If your organization does not currently have the ability to write proposals in EverTrue and would like more information, please contact your Customer Success Manager (CSM).

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Exporting Proposals Manually 

Step 1. Open Your Settings

To manually export proposals, open your User Menu in the top-right corner of the platform and select Settings.

Step 2. Select the Export Data Tab

Next, navigate to the Export Data tab.

Step 3. Locate the Proposals File and Click the Paper Icon

Locate the Proposals file under Scheduled Exports, and click the paper icon found under the Actions column.

Step 4. Choose the Export Timeframe and Start the Export

A Manual Export for Proposals popup appears, where you can choose a timeframe for your export. Options include:

• Yesterday
• Last 7 days
• Last 30 days
• Custom Date Range

Once a time period is selected, click Start Export. 

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Editing Your Proposals File Export Schedule

If you’ve enabled EverTrue’s scheduled export option for your proposals data, you can modify your export schedule in just a few steps!

Step 1. Open Your Settings

Open your User Menu in the top-right corner of the platform and select Settings.

Step 2. Select the Export Data Tab

Next, navigate to the Export Data tab.

Step 3. Locate the Proposals File and Click the Gear Icon

Locate the Proposals file under Scheduled Exports, and click the gear icon found under the Actions column.

Step 4. Edit the Export Schedule 

An Export Schedule for Proposals popup appears, where you can make adjustments to the export's time and time zone. 

Click Save and Close to set your changes.  

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Understanding Export Format 

Your data is exported as a CSV file, and maintains a consistent format across both manual and scheduled exports. Check out our Proposals Export Sample File for a preview of what this will look like! 

Note: Your export format may differ from the example based on the interaction form settings configured for your organization. To see your organization’s exact format, consider performing a manual export!

The naming convention for your exports will follow this structure:

evertrue_export_proposals_yyyy-mm-dd.csv

Once exported, look to the CreatedDate, CreatedBy, LastUpdatedDate, and LastUpdatedBy columns to see who created or edited each proposal and when. 

Defining Export Fields

Below are the fields you may see in your export. Fields marked with an asterisk (*) are new or renamed fields added in September 2025. These fields may not appear in your export if your organization has not yet transitioned to the updated export format.

• ProposalImportID: Your CRM’s ID for the proposal. This field will be blank if the proposal does not yet exist in your database. 
• ProposalEverTrueID: EverTrue’s ID for the proposal. This field needs to be included any time an updated proposal is imported back into EverTrue. 
• Constituent1ImportID: Your CRM’s ID for the constituent linked to the proposal.
• Constituent1EverTrueID: EverTrue’s ID for the constituent linked to the proposal. You do not need to retain this ID in your database. 
• Constituent1HouseholdId*: The identifier used to link a constituent to a specific household. This field may be populated from your CRM (if importing), or it may be based on relationship type data mapped as “spousal” in EverTrue. 
• Title: The proposal title. 
• Description: The proposal description.
• Solicitor1ImportID: Your CRM’s ID for the proposal’s solicitor. The number of solicitors allowed to get credit for each proposal is set during the proposal form configuration. (Backlink) The maximum number of allotted solicitors will reflect in the CSV export as a static set of columns. If no maximum is set, the number of solicitor columns in your export may vary. 
• Solicitor1EverTrueID: EverTrue’s ID for the solicitor. You do not need to retain this ID in your database. 
• Solicitor1Name: The name of the proposal’s solicitor. 
• Solicitor1KeyProposal: Indication of whether or not the proposal is marked as key. 
• Solicitor1Title: The title of the proposal’s solicitor (e.g., Gift Officer). 
• Stage: The current stage of the proposal. 
• StageStartDate: The date the proposal entered its current stage. If the proposal is imported, this date is based on data from your CRM. If written in EverTrue, this field reflects the date the stage was changed in EverTrue unless a specific date is provided in a re-import. 
• CreatedDate: The date the proposal was created. If the proposal is imported, this date is based on data from your CRM. If written in EverTrue, this field reflects the date the proposal was created in EverTrue. This date can be adjusted in-platform if needed.
• CreatedBy: Your CRM’s ID for the user who created the proposal. 
• LastUpdatedDate: The last modification date of the proposal. 
• LastUpdatedBy: Your CRM’s ID for the user who last updated the proposal. 
• OriginalAskAmount: The initial ask planned for the proposal. 
• OriginalAskDate: The initial ask date planned for the proposal.
• AskAmount: The proposal’s actual ask amount.
• AskDate: The date the ask was or will be made.
• ExpectedAmount: The proposal’s anticipated funding amount.  
• ExpectedAskDate: The proposal’s expected funding date. 
• FundedAmount: The amount the proposal was or will be funded. 
• FundedDate: The date the proposal was or will be funded. 
• Custom Field: [Field Name]*: Fields beginning with Custom Field: represent custom proposal fields created by your organization. These appear in the export with the field label used in your proposal form.  
• Active: Indicates whether or not the proposal is currently active.
• Deleted: Indicates whether or not the proposal has been deleted. 
• Reported: Indicates whether or not the proposal is counted toward the current fiscal year for reporting purposes.
• ProposalType: The type of proposal (e.g., Major Giving).
• ConfidenceScore: The likelihood of securing funding for the proposal (percentage-based). 
• PrimaryProposalUnit*:The unit or department the proposal is affiliated with (e.g., Athletics, School of Business). This is a user-defined field.
• AdditionalProposalCategory*: The category applied to the proposal (e.g., Scholarships, Annual Gift Campaign). This is a user-defined field.
• Designation1Name: The designation of the proposal’s funds (e.g., Visual Arts Center).  
• Designation1Value: The percentage of the proposal allocated to that designation. 

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.