Exporting Proposals

If your organization is using EverTrue's Proposal Form, you have the ability to export proposals written in the EverTrue platform both manually or by using scheduled exports. Take a look at both how to export proposals and how to format your exports below! 


Exporting Proposals Manually

To get started with manually exporting your proposals, head to the Settings tab underneath your name found on the top-right side of EverTrue. Click into your Export Data tab and find the Proposals file under Scheduled Exports. Click on the paper icon found on the right-hand side of the page, and choose a timeframe for your manual export. 


Editing Your Proposals Export Schedule

If you need to make changes to your scheduled proposals export, head to the Settings tab underneath your name found on the top-right side of EverTrue. Click into your Export Data tab and find the Proposals file under Scheduled Exports. Click on the gear icon found on the right-hand side of the page, and make adjustments to your export schedule as needed. 


Understanding Export Format

Whether you are manually pulling exports or using scheduled exports, your proposals will be exported as CSV files and will have the same formatting. A sample of what this file will look like can be found here. Please note that your export format may differ from the example based on the settings enabled for your institution. The naming convention for your exports will be as follows: evertrue_export_proposals_yyyy-mm-dd.csv.

Once exported, you can look at the LastUpdatedBy, CreatedDate, and CreatedBy columns to see who created or edited each proposal and when. Please note that the CreatedDate field can be imported, in which case it would reflect the creation date of the proposal in your database and not the date of the record creation in EverTrue. 

Defining Common Export Fields

  • ProposalImportID: The ID your database uses for the proposal. This will be blank if the proposal doesn't yet exist in your database.
  • ProposalEverTrueID: The ID EverTrue uses to recognize the proposal. This needs to be included any time an update is being imported.
  • Constituent1ImportId: The ID your database uses for the constituent for whom the proposal has been written.
  • Constituent1EverTrueId: The ID EverTrue uses for the constituent. You do not need to retain this ID in your database.
  • Title: The proposal title.
  • Description: The proposal description.
  • Solicitor1ImportId: The ID your database uses for the proposal solicitor. The number of solicitors allowed to get credit for each proposal is set during the proposal form creation process. This value (max number of solicitors) will reflect n the CSV export file and will create a static set of columns. If no max number is set, the number of solicitor columns in your export may vary. 
  • Solicitor1EverTrueId: The ID EverTrue uses for the solicitor. You do not need to retain this ID in your database.
  • Solicitor1KeyProposal: The indication of whether or not a proposal is important.
  • Solicitor1Title: The title of the solicitor.
  • Stage: The current stage of the proposal.
  • StageStartDate: The start date of the current proposal stage. When a proposal is written, this is set to the corresponding date.
  • CreatedDate: The date the proposal was created. When a proposal is written, this is set to the corresponding date.
  • CreatedBy: The ID your database uses for the user who added the proposal.
  • LastUpdatedDate: The date of the last update made to a proposal.
  • LastUpdatedBy: The ID of your database for the user who last updated the proposal.
  • OriginalAskAmount: The initial ask planned for the proposal.
  • OriginalAskDate: The initial date planned for the ask on the proposal.
  • AskDate: The date the ask is/will be made.
  • ExpectedAmount: The amount expected to be funded on the proposal.
  • ExpectedAskDate: The funding date expected for the proposal.
  • FundedAmount: The amount that is/will be funded. 
  • FundedDate: The date the proposal is/will be funded. 
  • ProposalType: The type of proposal.
  • ConfidenceScore: The confidence percentage of acquiring the proposal funding.
  • Designation1Name: The name of what the proposal will be funding.
  • Designation1Value: The percentage of the proposal that will be attributed to the listed designation.

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

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