Switching from another engagement or proposal platform shouldn't mean starting from scratch. We've built a Proposal History Importer so you can bring your existing proposals into OnboardMe quickly and easily.
To get started, you can either:
Manually fill in our Excel template, or
Export proposals from your existing system and upload them directly
Prepare data for the import
Go to Settings → Data Hub to access the Proposal Import area.
Prepare data for the import
Go to Settings / Data Hub and select the Import tab to access the Proposal Import area.
From here you have two options:
Proposal import — Upload a CSV or Excel file, map your columns, match clients, and import proposals in bulk.
Services import — Import proposal services from a spreadsheet, reconcile with your catalogue and tax options, and import rows individually or all at once.
Using the Excel template
If you're entering proposals manually, click Download Excel template to see the required columns and format. The template includes a sample row to help you get started.
Exporting services from Ignition
Log in to Ignition and navigate to Proposals in the left sidebar.
Click the Export button in the top-right corner of the screen.
A confirmation prompt will appear letting you know that an email will be sent to your address with a link to download the CSV file. Click Close to dismiss it.
Open your email and click Download File to save the export to your computer.
The downloaded file can now be used to Import into OnboardMe.
Importing Proposals into OnboardMe
Once your CSV or Excel file is ready, you can import it into OnboardMe. The import workspace will guide you through mapping your columns, matching clients, and setting proposal details before importing in bulk.
To begin, click Open Proposal Import and upload your file.
Once your file is uploaded, the Import Assistant will display a preview of the proposals to be imported.
Client matching
OnboardMe will attempt to match each row to an existing client. If no match is found — for example, if a client has since been deactivated — the proposal will be assigned to a new client placeholder. Note that no actual client record will be created in OnboardMe.
Bulk Import Options
To apply changes across all proposals at once, click Bulk Import Options. From here you can update the default length and currency for all rows.
Email to Client Match
If your file includes an email address that belongs to an existing client, you can use the Email to Client Match feature to manually assign those rows to the correct client. Simply select the email address, choose the matching client, and all rows with that email will be updated accordingly.
Once all of your rows are ready to import, you can click the Import Ready Rows button and OnboardMe will import your Proposals.
Once Completed, if you navigate to the Proposals screen, all of your proposal history will not be available.
For any questions or issues with uploading proposals, please contact our support team.
Still need help?
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