If you are an EverTrue Owner who is part of an organization that allows for writing proposals in-platform, you can export those proposals either manually or through scheduled exports.

Below, we will guide you through how to export proposals and understand the exported data. Let’s get started!

Note: If your organization does not currently have the ability to write proposals in EverTrue and you’d 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 Export Data Tab

Next, navigate to the Export Data tab.

Step 3. Locate Proposals File and Click Paper Icon

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

Step 4. Choose Export Timeframe and Start 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

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

Step 2. Select Export Data Tab

Next, navigate to the Export Data tab.

Step 3. Locate Proposals File and Click Gear Icon

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

Step 4. Edit Proposals File 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 Proposals File Export

Proposals are exported in CSV files, and maintain 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! The naming convention for these files follows 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. 

Common Export Fields

• 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. 
• 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. 
• ProposalType: The type of proposal (e.g., Major Giving).
• ConfidenceScore: The likelihood of securing funding for the proposal (percentage-based). 
• 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.